Returning specific items

If you do not have the original order or shipment number, then you can return specific items regardless of the original information. This procedure explains how to select the items the customer is returning.

  1. Access Returns (OE30.1).
  2. Select your company.
    Note: You can define automatic return numbering on the OE Options tab on Billing Company (BL00.1).
  3. If your Billing company does not have automatic number, then specify an authorization number.
  4. Select return information. Use these guidelines to specify the field values:
    Currency

    Select the currency code in which the credit memo is created.

    Invoice Type

    Select an invoice type that allows returns.

    Note: You define invoice types on Invoice Types (BL06.1).
  5. If you have the customer's information, then specify the information. Use these guidelines to specify the field values:
    Original Invoice

    Select the invoice prefix and invoice number from the original order. If you do not select the invoice number, then you must select the original order number.

    Original Order or Shipment

    Select the original order or shipment number.

    Note: You can choose to not create a credit memo if, for example, goods were damaged and you will reship a new order.
  6. Determine if the credit memo is created. Use these guidelines to specify the field values:
    Create Credit Memo

    Select Y (Yes) to create a credit memo.

    Credit Memo Reason Code

    Select the reason the goods were returned.

    Note: To apply add-on charges at the return header level, click Charges and enter add-on charge information.
  7. If the Create Credit Memo is set to Yes, then specify the freight information. Use these guidelines to specify the field values:
    Freight Code

    Select the freight code that is associated with the returned order.

    Freight Charge

    Specify the freight charge amount in billing currency.

  8. Select the Add form action.
  9. Access Return Lines (OE30.2).
    Note: If you transferred from Returns (OE30.1), the header is defined.
  10. Define header information.
  11. Select the items the customer is returning.
  12. If you want to specify a certain quantity, then specify the quantity returned.
    Note: Item detail will default from item master, item location, and original invoice information. For more information on item master and item location setup, see the Inventory Control User Guide.
  13. Select the item details that do not default. Use these guidelines to specify the field values:
    UOM

    Select the sell unit of measure.

    Loc (Location)

    Select the location from where the returned item came.

    Line Type

    Select the line item type.

    Note: Only inventory items can be returned to stock.
  14. Click Options to define additional item information on Return Line Detail (OE30.3). Consider the fields within these tabs:
    Processing Specify or select item information such as unit price, unit cost, or a customer PO number.
    Disposition Select a disposition for each individual item. You can also click Charges to assign add-on charges to return lines.
    Catch Weight Define quantities for catch weight items that a customer returned.
  15. Select the Add form action on Return Line Detail (OE30.3).
  16. Select the Change form action on Return Lines (OE30.2).