Register Customer Return

The purpose of this procedure is to register customer returns.

Before you start

The receiving warehouse allowing customer returns must be specified in 'Settings - Customer Returns' (OIS399).

Follow these steps

  1. Open 'Customer Return. Open' (OIS390).

  2. Set opening panel A and panel sequence E1.

  3. Specify the warehouse and the customer or customer order number.

  4. Optionally, specify the invoice number to which the return applies.

    • If no invoice number is specified, the quantity retrieved later in 'Customer Return. Open Lines' (OIS391) will be the quantity that remains to be credited on the order line (the invoiced quantity on the customer order line less what has already been returned or reduced via corrective invoicing).
    • If the original invoice number is specified, the retrieved quantity will be the quantity invoiced on that specific invoice if the quantity is less than what remains to be credited on the order line.
    • If the corrective invoice number or a credit note number is specified, the retrieved quantity will be the returned quantity per the invoice correction. This is useful when registering a return after correcting an invoice.
  5. Press Enter.

  6. Adjust the default values on panel E. Default values are retrieved from the warehouse that the return is registered against. Press Enter. 'Customer Return. Open Lines' (OIS391) is displayed.

  7. Specify the goods returned (or notified to be returned). If the original customer order was referenced in step 3, all order lines can be retrieved using F14='Retrieve' or a specific order line can be retrieved by specifying the order line number in the footer.

  8. To register another customer return, repeat steps 3 to 6. To end, press F3.

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