Sales return orders

If goods must be returned on a sales order, a return order can be created. A return order can contain negative amounts only.

Return order settings

Before you can use return orders, you must complete the following steps.

Step 1. Specify a sales order type for return orders

Specify a sales order type for return orders in the Sales Order Types (tdsls0594m000) session.

You must select one of the following in the Return Order field:

  • Return Inventory
    An order type that is used for returning inventory.
  • Return Rejects
    An order type that is used for returning rejects, which applies if you reject goods that are delivered on a sales order. You can only select this value if the Customer Approval check box is selected in the Implemented Software Components (tccom0100s000) session. Sales orders of the Return Rejects order type are always automatically generated. For more information on customer approval, refer to Customer approval.
Step 2. Link a warehousing order type to the sales order type

Link a warehousing order type to the return order type in the Warehousing Order Type field of the Sales Order Types (tdsls0594m000) session. You must select a warehousing order type for which the Inventory Transaction Type is Receipt in the Warehousing Order Type (whinh0110m000) session.

Step 3. Link activities to the return order type

You must link activities to the order type in the Sales Order Type - Activities (tdsls0560m000) session.

LN automatically links the following mandatory activities to the return order type:

  • Release Sales Orders to Warehousing (tdsls4246m000)
  • Maintain Deliveries Sales Order Lines (tdsls4101m200)
  • Release Sales Orders/Schedules to Invoicing (tdsls4247m000), if the order type is a return order of the type Return Inventory.
  • Process Delivered Sales Orders (tdsls4223m000)
Return order procedure
Step 1. Sales Orders (tdsls4100m000)
  1. Create a sales order header with a sales order type for return orders.
  2. Define the Original Document Type field.
  3. Define the Original Document No field.
  4. Define the return reason for the return order in the Return Reason field.
  5. If you created a link between a return order and an original document number, you can click Copy from Original Document on the appropriate menu. As a result, a session is started from which you can copy lines to the return order. The lines that are added to the sales order have a negative quantity and a negative amount. If desired, you can change these lines.
Step 2. Release Sales Orders to Warehousing (tdsls4246m000)

After the sales return order is approved, release the order to Warehousing. As a result, the sales order status is In Process and the activity status is Awaiting Receipt.

Step 3. Release Sales Orders/Schedules to Invoicing (tdsls4247m000)

After the receipt procedure is executed by Warehousing, the sales order status is In Process, but the activity status is Release Sales Orders/Schedules to Invoicing in the Sales Order Line Status (tdsls4534s000) session. You must release the sales return order to invoicing in the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session.

Step 4. Process Delivered Sales Orders (tdsls4223m000)

After the sales return order is invoiced, you must process the return order in the Process Delivered Sales Orders (tdsls4223m000) session.

Note
  • f the return order contains a serialized item, a cluster is automatically linked to the return order when the delivery information is updated on the order with the Warehouse Receipts (whinh3512m000) session, or the Update Sales / Service Order with Delivery Information (tdpur4222m000) session.

    However, a cluster is not automatically linked if:

    • The serialized items on the sales return order line are linked to different clusters in Service.
    • The item is an anonymous item, or the items are serialized in Service only.
    If required, you can link an item to a cluster and/or link a cluster to the sales return order line in the Sales Order Lines (tdsls4101m000) session.
  • If goods are returned on a direct delivery order, the steps related to the direct delivery procedure apply. For more information, refer to Direct delivery.
  • If a specification is linked to the sales order line and the Return Order is of the Return Rejects type, this specification is not copied to the return order line.

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