Return certificates
If the return certificate concept is set up, you can print a return certificate for a receipt based on a sales return order.
Return certificates are generated for receipts based on sales return orders. You can print a preliminary version of a return certificate before printing the final version that is sent to the customer.
Return certificates are generated in the Return Certificates (whinh3125m000) session. In this session, you can maintain some of the details and print the preliminary or final version of the certificate.
Generating return certificates
For a receipt based on a sales return order, a return certificate is generated when a receipt line of the receipt is confirmed. The return certificate includes information from the receipt line and the receipt header. The status of the new return certificate is Open.
When another receipt line of the receipt is confirmed, that receipt line is added to the return certificate, unless the final version of the return certificate has been printed or other changes to the return certificate have been made.
If LN cannot add the receipt line to the return certificate, LN creates another return certificate for the receipt.
When a receipt line is confirmed, LN completes these steps to add the receipt line to a return certificate or to create a new return certificate:
-
Check if an open, not yet finalized return certificate is present that matches this data of the receipt:
- The ship-from code and address.
- The ship-to code and address.
- The office that handles the receipt.
- The invoice-to business partner
- The sold-to business partner
- The motive of transport
- The delivery code
- The route
- The carrier
- The delivery terms
- If yes, add the receipt line to the return certificate.
- If no, generate a return certificate for the receipt line.
When a receipt is confirmed, the return certificates that were generated for the receipt lines of the receipt are also confirmed.
Example
Receipt 0001 has status Open and includes these receipt lines:
| Receipt line | Ship-from | Ship-to | Item | Qty | Carrier |
|---|---|---|---|---|---|
| 10 | Business partner A | Warehouse 001 | A | 150 | Speedex |
| 20 | Business partner A | Warehouse 001 | A | 200 | Speedex |
| 30 | Business partner A | Warehouse 001 | A | 200 | Speedex |
When receipt line 10 is confirmed, return certificate RC1 is created for Receipt 0001 and receipt line 10 is added to return certificate RC1. Return certificate RC1 has a status of Open, which corresponds to the status of receipt 0001.
When receipt line 20 is confirmed, receipt line 20 is added to return certificate RC1. The statuses of receipt 0001 and return certificate RC1 remain Open.
| Receipt line | Ship-from | Ship-to | Item | Qty | Carrier | Status | Return Certificate | Status |
|---|---|---|---|---|---|---|---|---|
| 10 | Business partner A | Warehouse 001 | A | 150 | Speedex | Confirmed | RC1 | Open |
| 20 | Business partner A | Warehouse 001 | A | 200 | Speedex | Confirmed | RC1 | Open |
| 30 | Business partner A | Warehouse 001 | A | 200 | Speedex |
Now a user changes the carrier in return certificate RC1. Consequently, the data of receipt 0001 and return certificate RC1 no longer match. When receipt line 30 is confirmed, this receipt line cannot be added to return certificate RC1. Therefore, return certificate RC2 is created for receipt 0001 and receipt line 30 is added to return certificate RC2.
Because receipt line 30 is the last receipt line of receipt 0001, receipt 0001 is confirmed. Consequently, return certificates RC1 and RC2 are also confirmed.
| Receipt line | Ship-from | Ship-to | Item | Qty | Carrier | Status | Return Certificate | Status | Carrier |
|---|---|---|---|---|---|---|---|---|---|
| 10 | Business partner A | Warehouse 001 | A | 150 | Speedex | Confirmed | RC1 | Confirmed | Speedex |
| 20 | Business partner A | Warehouse 001 | A | 200 | Speedex | Confirmed | RC1 | Confirmed | Speedex |
| 30 | Business partner A | Warehouse 001 | A | 200 | Speedex | Confirmed | RC2 | Confirmed | ABC |
Setup
The use of return certificates and the settings that control the use of return certificates are defined for the entire company. For individual sites and warehouses, you can disable the use of return certificates or adjust various settings.