Returning an entire customer order

  1. Select Manage Orders > Customer Order Return.
  2. Click Create.
  3. Select a company number.
  4. On the Main tab, specify this information:
    Process Level
    Select a remit-to process level.
    Location
    Select a stock location within the company inventory.
    Currency
    Select the company or customer currency code. This field is created with the credit memo.
    Invoice Type
    Select the credit memo or invoice type for which returns can occur..
    Create Credit Memo
    Select this check box to create a credit memo for the return.
    Credit Memo Reason Code
    Select the reason code to indicate the cause for credit memos.
    Customer
    Select the number of the customer returning the goods.
    Bill To
    Select the bill-to customer number from the original order.
    Ship To
    the ship-to number of the customer who is returning the order.
    Original Invoice
    Select the original invoice number of the returned shipment. If you are creating a return, then the original invoice number or the original order number is required.
    Original Order, Shipment
    Select the original order number and the shipment number of the returned shipment.
    Electronic Payment Type
    Select the electronic payment type of the returned good.
    Electronic Payment Account
    Select the electronic payment account of the returned good.
    Contact
    Specify the name of the person who is returning the order.
    Posting Date
    Select the date that is assigned to the journal entry for posting.
    Freight Code
    Select the freight code of the returned good.
    Expiration Date
    Select the expiration date of the returned good.
    Telephone Number
    Select the area code and specify the phone number and the extension of the contact person.
    Transaction Date
    Select the date when the return is created.
    Freight Charge
    Specify the freight charge of the returned good.
  5. In the Global section, select the global document type
  6. Click Save.
    The Lines and Add On Charges tabs are now available.