Receiving Customer Returns without an RMA (Customer Returns)
- Select Icon Menu > Inbound Transactions > Customer Returns. The Customer Returns form is displayed.
- Specify this information:
- Customer
- The number of the customer who is returning items.
- New Order?
-
Indicates if the order is a new or existing order. Possible values,
- Yes: creates new sales order
- No: includes the returned item to an existing order
- Order Number
-
The order number to which to returned item is added.
Note: This field is displayed only if the return items are added to an existing order.
- Select Next.
- Specify or review this information:
- Order Number
-
The order number of existing order to add the returned items.
Note: This field is blank if the returned items are added to new order.
- Item Number
- The item number used to scan.
- Lot Number
- The lot number to scan the item.
- Quantity
- The quantity of the returned items.
- Warehouse
- The warehouse in which the returned items are moved..
- Location
- The location from which item are received.
- Generate Handling Unit
-
The handling unit for the returned items.
Note: This field is enabled only if the organization is using handling units, and the item is handling unit-controlled.
- Handling Unit
- The handling unit used for the returned items.
- Select Process. If the item is serial-controlled or needs to be assigned with a Lot Number, the Serial/Lot Entry screen is displayed.
- Specify or review this information, on the Serial/Lot Entry screen:
,
- Item number
- The item number and description are displayed.
- Warehouse
- The warehouse of the received item.
- Quantity remaining
- The quantity that must be assigned with serial or lot numbers.
- Generate Serials?
-
Determines to generate new serial numbers for the items. Possible values,
- Yes: creates new serial number
- No: scans an existing serial number
Note: This field is displayed only if the item is serial-controlled, - All Serials?
-
Indicates that all serial numbers for the item at the current stock point are used in the transaction. Possible values,
- Yes: Avoids scanning of each serial number.
- No: Permits scanning of each serial number.
Note: This field is displayed only if the item is serial-controlled and you are performing a transaction using all the items in a stock point. - Lot Number
-
The lot number assigned with the item.
Note: This field is displayed only if the item is not serial-controlled and must be assigned with a lot number.
- Serial Number
-
The serial number of the item.
Note: This field is displayed only if the item is serial-controlled, not generating a new serial number, and Yes is not specified in the All Serials? field.
- Quantity
-
The quantity to be assigned with the specified Lot Number.
Note: This field is displayed only if the item is not serial-controlled and must be assigned with a lot number.
- Select Process. The scanned serial number or lot number is processed. If there are additional serial numbers or lot numbers to scan, scan them. Click X to view serial or lot numbers that are scanned. You can click Y to reset all scanned serial or lot numbers, to rescan the numbers..
- Specify a putaway location in the Actual Location field.
- Print labels. If this transaction is configured to print labels, labels are automatically printed or the Label Printing screen is displayed.
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