Processing Customer Returns Before Invoicing

If you have shipped a quantity and want to "unship" that quantity and prevent invoicing, follow this procedure.

If you have shipped an order that has a delivery order (DO) attached, the DO status must be set to In Process.

Note: If the item you want to return has been flagged obsolete or slow-moving, you may receive warning messages.

Open the Order Shipping form.
Find the Order number.
Using the filter, update the CO Line/Release Status to Filled.
In the grid, select the lines you want to update.
Enter a negative quantity.
Enter a return reason code.
In the Detail tab, if the item is lot-tracked, enter a lot number.
If the item has a delivery order, select the delivery order and its line number.
Click Process.