Assigning specific order lines for customer returns

  1. Select Manage Orders > Customer Order Return.
  2. Open an order return record.
  3. On the Lines tab, click Create.
  4. Specify this information:
    Item
    Select the returned catch weight item number.
    Location
    Select a stock location within the company inventory.
    Line Type
    Select the type of inventory on the line.
    Reason Code
    Select the reason code to indicate the cause for creating credit memos.
    Quantity
    Specify the return quantity in sell unit of measure.
    Inventory Catch Weight Quantity
    Specify the quantity to return to inventory. Use stock unit of measure.
    Unit Price
    Specify the unit price of the item. The unit price from the returned item's invoice is the default.
    Unit Cost
    Specify the unit cost of the item. This unit cost from the returned item's invoice is the default.
    Customer PO Number
    Select the customer purchase order. If the order is a dropship order, then specify the purchase order number that is associated with the dropship.
    Customer PO Code
    Select the purchase order code.
    Global Line Type
    Select the global line type.
  5. In the Disposition section, specify this information:
    Customer Requested Action
    Select whether the customer has requested an issued credit memo or goods replacement.
    Create Credit Memo
    Select this check box to create a credit memo for the return.
    Inventory Disposition
    Select whether the returned goods are to be returned to stock, scrapped, or ignored.
    Restock Charge
    Select the add on charge code to charge the customer for restocking items.
    Sales Account
    Select the sales account to credit for returned inventory and non-stock items.
    Offset Account
    Select the account to which to post returned cost of goods sold (COGS) offset non-stock items.
    COGS Account
    Select the account to debit to cost of goods sold (COGS) entry for returned inventory and non-stock items.
  6. Click Save.