Credit Return

Select the check box to create a credit return if the item has been invoiced and you received a quantity back from the customer. If the item has not been invoiced, you can ship a negative quantity to initiate the return. The system will generate a material transaction with a type of Order Return (W). When you create a credit return, you must select a reason in the Reason Code field.

If you process a CR return but have not generated a credit memo, the unapproval count is not reflected in the Cumulative Approved Quantity field on the Order Shipments form. In this case, generate a credit memo first.

Clear the check box if you are shipping a quantity to the customer. The system will then create a material transaction with a type of Order Shipment (S).