Issue the third-party shipment return

To issue the third-party shipment return, create a warehouse order to receive the repaired material from the supplier:

To create a warehouse order, execute these steps:

  1. Access the Warehousing Orders (whinh2100m000) session and click New. The Warehousing Order (whinh2100m100) session is displayed.
  2. Verify that Transfer (Manual) is selected in the Order field and the Transaction Type is Transfer.
  3. Select the warehouse (from which the repaired material must be sent) in the third segment of the Code field in the Ship-From section and press Tab.
  4. Select the warehouse (where the repaired material must be received) in the third segment of the Code field in the Ship-To section and press Tab.
  5. Select the series for transfer order in the Series field and the order type of Transfer - Ship from Fix in the Order Type field of the Order Information section.
  6. Click New on the Outbound Lines tab and select the repaired purchased item to be received from the supplier in the second segment of the Item field.
  7. Specify the quantity of the item to be received from the supplier in the Ordered Quantity field and click Process.
  8. Select the outbound line on the Outbound Lines tab and click References > Status Overview. The Outbound Line Status Overview (whinh2129m000) session is displayed.
  9. Verify that the Generate Outbound Advice and the Generate Outbound Advice activities are automatically executed and click Actions > Freeze/Confirm. The Shipment Lines (whinh4131m000) session is displayed.
  10. Select the shipment line on the Shipments tab and click Confirm. The shipment line Status is updated to Confirmed on the Status tab.
  11. Verify that all the outbound line activities are executed in the Outbound Line Status Overview (whinh2129m000) session.
  12. Verify that the Line Status is Shipped for the outbound order line on the Outbound Lines tab.
  13. Select the inbound line on the Inbound Lines tab and click References > Status Overview. The Inbound Line Status Overview (whinh2119m000) session is displayed.
  14. Select Actions > Receive. The Warehouse Receipt (whinh3512m000) session is displayed.
  15. Select the receipt line on the Lines > Receipt tab and click Actions > Create Brazilian Invoice. This option generates the receipt invoice in the Match Receipt Lines to Fiscal Document (btrec1101m000) session.
  16. Select the receipt line on the Receipt tab and click Actions > Mark to Link to select the receipt line to link with the fiscal document. The Linked check box is selected and the User field is updated with the login ID of the user.
  17. Verify that the receipt line is selected and click Actions > Link Receipt Line. The Link Receipt Line to Fiscal Document (btrec1200s100) session is displayed.
  18. Specify the required data in the Issue Date, Fiscal Document, Series, and the Document Type fields and click Link. The process is completed and the fiscal receipt document is generated with the fiscal reference number.
  19. Access the Fiscal Receipt (btrec2100m000) session and click Go to Details for the fiscal receipt. The Fiscal Receipt (btrec2100m900) session is displayed.
  20. Verify that the Fiscal Receipt Document Type is Shipping Return for Repair in the Document section.
  21. Click Go to Details for the receipt line of the fiscal receipt. The Receipt Lines - Details (btrec2101m900) session is displayed.
  22. Select the fiscal reference related to the shipment for repair in the Invoicing Fiscal Reference field of the Third Party Return tab.
  23. Verify that the balance is updated in the Receipt Relationship by Invoicing (btfdc1110m000) session.
    Note: If the repaired item is within the manufacturer's warranty, set through the fiscal setup of Tax Engine and not from the generated payment schedule.

    If required, add the lines manually in the invoice for the service collection or additional items that are charged (in which case you must use a fiscal pattern that generates the payment schedule).

  24. Verify that the fiscal receipt line is selected in the Fiscal Receipt (btrec2100m000) session and click Actions > Approve/Integrate to approve the invoice and integrate.
  25. Verify that the approval of fiscal note releases the physical inventory and the fiscal reference number is updated in the Packing Slip field of the Warehouse Receipt Lines (whinh3512m600) session.