Interfacing inbound returns
- Select Manage Orders > Customer Order Return Header Inbound.
- Click Create.
- Specify this information:
- Company
- Select a company number.
- Location
- Select a stock location within the company inventory.
- Rtn Ref Nbr
- Specify a return reference number.
- Auth Nbr
- Specify the authorization number for the return.
- Rtn Date
- Select the date of the return.
- Order Number
- Specify an order number.
- Customer
- Select the number that represents a customer.
- Ship To
- Select the number representing the ship-to customer.
- Update Time
- Select the system time when the record is updated.
- Status
- Select status of the transaction.
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On the Inbound Return Header tab,
specify this information:
- User ID
- Specify the user ID of the person who last changed the record.
- Posting Date
- Select the date that is assigned to the journal entry for posting.
- Bill To
- Select the mailing address for the invoice.
- Reason Code
- Specify the reason for the credit memos.
- Dropship Flag
- Select Yes if the goods that are directly shipped by the vendor to a non-standard location have the receiving process.
- Original Invoice Prefix, Number
- Specify the original prefix and invoice number.
- Cust Req Account
- Select whether a customer wants a credit or replacement of goods on a return.
- Invoice Type
- Select the credit memo invoice type that can use returns.
- Shipment Number
- Select the shipment number. One order can have several shipment numbers if the items of the order are not shipped at the same time.
- Contact
- Specify the name of the main contact.
- Phone Country Code/Phone Number/Extension
- Select the international prefix code and specify the phone number and extension of the contact person.
- Restock Charge Code
- Specify the restock charge code.
- Process Level
- Select the process level indicating the reporting hierarchy below the company.
- Currency Code
- Select the company base currency code from Company.
- Last Line Number
- Specify the number of the last line item that is added to the document. It is used to determine what the next line number is when you add another item.
- Last Sequence
- Specify the sequence number of the last comment line that is defined for the requisition line.
- Last Comment Sequence
- Specify the last comment sequence. The comment sequence number identifies the number of the comment record that is attached to the invoice line or invoice.
- Undecided Item Count
- Specify the undecided item count.
- Undecided Comment Count
- Specify the undecided comment count.
- Comment Count
- Specify the comment count.
- Electronic Payment Type
- Select the electronic payment type. This field can be a company or customer electronic payment.
- Electronic Payment Expiration Date
- Select the expiration date of the electronic account.
- Electronic Payment Account
- Select the electronic payment account number.
- Rec Err
- Specify Yes if an error is found during interface or conversion and if the error has been corrected.
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Click Save.
The Inbound Return Line tab is now available.