Sales return orders

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

To use return orders:

  1. Specify a sales order type for return orders

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

    In the Return Order field, specify one of the following:

    • 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 select this value only 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 generated.
  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 Types (whinh0110m000) session.

  3. Link activities to the return order type

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

    The following mandatory activities are automatically linked to the return order type:

    • Release Sales Orders to Warehousing (tdsls4246m000)
    • Sales Deliveries (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)
  4. Specify a sales return order

    In the Sales Orders (tdsls4100m000) session:

    1. Create a sales order header with a sales order type for return orders.
    2. Specify the Original Document Type field.
    3. Specify the Original Document Number field.
    4. Specify the return reason for the return order in the Return Reason field.
    5. After you created a link between a return order and an original document number, you can click Copy from Original Document on the appropriate menu. 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.
  5. Release the sales return order to warehousing

    After the sales return order is approved, release the order to warehousing in the Release Sales Orders to Warehousing (tdsls4246m000) session. As a result, the sales order status is In Process and the activity status is Awaiting Receipt.

  6. Release the sales return order to invoicing

    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.

  7. Process the sales return order

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

Note: 
  • If the return order includes a serialized item, an installation group is automatically linked to the return order when the delivery information is updated on the order through the Warehouse Receipt (whinh3512m000) or Update Sales / Service Order with Delivery Information (tdpur4222m000) sessions.

    However, an installation group is not automatically linked if:

    • The serialized items on the sales return order line are linked to different installation groups in Service.
    • The item is an anonymous item, or the items are serialized in Service only.
    If required, you can link an item to an installation group and/or link an installation group 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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