Creating a Vendor Shipment from a SRO Return Transaction

Use the SRO Vendor Returns modal form to create a vendor shipment based on a return transaction on an SRO. To create a shipment:

  1. On the Service Order Transactions form, select the transaction to return.
  2. Click Return to Vendor to open the SRO Vendor Returns form.
  3. On the form, specify this information:
    Vendor
    Select the vendor to which you are returning the item.
    Alternate Address
    If the item should be returned to a different location than the address of the vendor, select the alternate address.
    Vendor RMA
    Specify the vendor RMA number to assign to the purchase order line that is created upon shipping lines of the vendor return for Exchange type. This number can then be used in the tracking of exchanged materials.
    Alternate Item for Exchange
    Optionally, select a different item to return to the vendor as an exchange.
  4. This information is displayed based on the original item from the Service Order Transactions form:
    • Item number and description
    • Quantity
    • Unit of measure
    • Impact inventory
    • Warehouse
    • Location
    • Lot
  5. Specify this information about the return:
    Return Type
    Select the expected action from the vendor, to receive a credit, or a replacement item.
    Return Under Warranty

    This check box controls which values from the item master are used to populate the Return Credit and Return Fee fields.

    Return Credit
    If Return Under Warranty is selected, the default values from the warranty credit and fee settings of the item master are displayed.
    Return Fee
    If Return Under Warranty is not selected, the default values from the non-warranty credit and fee settings of the item master are displayed.
  6. Click OK to process the return.
  7. Click Cancel to close the form without saving.
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