Configuring Customer Returns Transaction Parameters

Use the Transaction Set Maintenance form to configure parameters for the Customer Returns transaction.

  1. Go to Transaction Set Maintenance form > Transaction Name > Customer Returns.
  2. Select Fill Warehouse checkbox to pre-fill the warehouse on the transaction with the warehouse assigned to the user.
    Note: 
    • You can change this warehouse for a specific transaction if required.
    • If you are configuring parameters that only applicable for a specific warehouse, the same warehouse is displayed in the Warehouse field.
    • If you are configuring general parameters, which are applicable by default in the application, the Warehouse field is unspecified and unavailable.
  3. Select Successful Message checkbox to display a success message when the transaction is successfully completed.
  4. Select a Default Order Type for this transaction from the available values.
    Note: You can change this value.
  5. Configure these parameters on the Transaction Parameters tab, in the Parameter and Value columns:
    Sales Order Series
    The order series to use when generating sales orders for returns.
    Customer Returns Sales Order Type
    The order type to use when generating sales orders for returns.
    Sales Office
    The sales office to use when generating sales orders for returns.
    Print SO
    Select this checkbox to print sales orders when generated.
    Device
    The device to use to print sales orders. This parameter is only displayed if the Print SO parameter is selected.
    Release to Warehousing?
    Select this checkbox to release newly-created sales orders to warehousing.
    Receive Inventory?
    Select this checkbox to physically receive items when they are returned. Clear this checkbox to only create an order line for the items.
    Putaway
    Select this checkbox to perform putaway transactions from within this transaction. These parameters are applicable at group level by default but can be copied to the transaction if required.
    Release inbound
    Select this checkbox to automatically release inbound orders for putaway. This parameter is only displayed if the Putaway parameter is selected.
    Default run no
    This value is always used by the transaction. This parameter is only displayed if the Putaway parameter is selected.
    Popup Location
    Select this checkbox to allow users to select putaway locations from a list instead of scanning them.  If you select this checkbox, you must also select one of these parameters:
    • Use fixed locations
    • Use empty locations
    • Consolidate inventory
    This parameter is only displayed if the Putaway parameter is selected.
    No of Locations
    The maximum amount of location to display in the popup list. This parameter is only displayed if the Popup Location parameter is selected.
    Use fixed locations
    Select this checkbox to only allow users to select putaway locations that are defined in Infor LN as fixed locations for the item. This parameter is only displayed if the Popup Location parameter is selected.
    Use Empty Locations
    Select this checkbox to display empty locations in the popup list. This parameter is only displayed if the Popup Location parameter is selected.
    Check Capacity
    Select this checkbox to only display locations with sufficient capacity in the popup list. This parameter is only displayed if the Empty Locations parameter is selected.
    Check Storage Locations
    Select this checkbox to only display locations that are acceptable for the item in the popup list. This parameter is only displayed if the Empty Locations parameter is selected.
    Consolidate Inventory
    Select this checkbox to suggest existing locations containing stocks of the same item. If you select this parameter, the options list only displays locations containing a positive quantity of the item to be putaway. Users can still manually specify any location. This parameter is only displayed if the Popup Location parameter is selected.
    Highest Inventory First
    Select this checkbox to list locations with the highest quantity of the item first. Clear this checkbox to list locations with the lowest quantity of the item first. This parameter is only displayed if the Consolidate Inventory parameter is selected.
    Include all Fixed Locations
    Select this checkbox to list all fixed locations for the item even if the quantity of item is zero. This parameter is only displayed if the Consolidate Inventory parameter is selected.
    Prefill Location
    Select this checkbox to pre-fill the Location field. If you select this parameter, you must also select one of these parameters:
    • Use Default Location
    • Use fixed locations
    • Use LN Logic for inbound
    • Consolidate Inventory
    Use Default Location
    Select this checkbox to specify a default location put away location to use for this location. This parameter is only displayed if the Prefill Locations parameter is selected.
    Default Location
    The default putaway location for this transaction. This parameter is only displayed if the Use Default Location parameter is selected.
    Use fixed locations
    Select this checkbox to use the first fixed location of the item as the default putaway location for this transaction. If the item has no fixed locations, the Location field is not specified. This parameter is only displayed if the Prefill Locations parameter is selected.
    Use LN Logic for inbound
    Select this checkbox to use Infor LN's inbound advice rules to specify a default put away location. This parameter is only displayed if the Prefill Locations parameter is selected.
    Consolidate Inventory
    Select this checkbox to prefill the location field with either the highest or lowest quantity, based on the Highest Inventory First parameter selected, for the item. This parameter is only displayed if the Prefill Locations parameter is selected.
    Highest Inventory First
    Select this checkbox to use the location with the highest quantity of the item as the default location. Clear this checkbox to use the location with the lowest quantity. This parameter is only displayed if the Consolidate Inventory parameter is selected.
  6. Sselect Label Print Parameters to configure label printing parameters for this transaction on the Transaction Parameters tab. See Configuring Label Printing Settings for Specific Transactions, Warehouses, and Order Types for more information.
  7. Click Save.
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