Customer Return

Use this widget to initiate customer returns using negative customer order lines by searching relevant orders based on specific categories:
  • Order number
  • Customer's order number
  • Delivery number
  • Invoice number
  • Customer or item or both

You can also do manual return in the widget by specifying the appropriate customer and item number.

Note: This widget does not utilize customer return in 'Customer Return. Open' (OIS390) but creates a customer order line with a negative quantity.

Widget alerts

  • For non-returnable items: You can process returns only for items marked as '0-Returnable' on 'Item. Open' (MMS001/F). If you attempt to return an item labeled as non-returnable on (MMS001/F) and click Next, the widget prevents this action and displays an appropriate alert message.
  • For different customer orders selection: In the Select order line window, if you choose order lines from a different customer than the original customer added to the cart and then click Next, the widget displays a pop-up alert stating that orders from different customers are not allowed.
  • For duplicate check in order type: When the Check duplicates field on 'CO Type. Open' (OIS010/G) is set to either '1-Check' or '2-Check and block', the widget displays a relevant alert if you select multiple lines with the same item number.

Searching multiple items for return

  1. In the Search Order field, click and select the category to be used for the search. Provide the information based on your selected category.

    For example, selecting Order no from the list requires you to provide the exact order number. If you select Cust/Item no, you can select either the customer or item number or both in their respective fields.

  2. Click Search.
  3. In the Select Order Lines window, the widget retrieves customer order lines that match the search criteria. You can view details, such as customer number, order number, facility, and customer order number to manually select the appropriate order lines.
  4. Click Next.
  5. In the Customer Order Lines window, view your selected item together with the order number and the return price per quantity. Additionally, specify this required information:
    Return quantity
    The maximum amount for this field is based on the available order quantity. The widget by default returns the order quantity as return quantity, but you can edit the return quantity based on your need.
    Select Lot Number
    The widget retrieves all the lot numbers that are applicable to the specific order number. Select the appropriate lot number for the item from the list.
    Note: If item is not lot controlled, this field is disabled.
    Select Reason Code
    The widget retrieves the possible reason code defined in 'Transaction Reason. Open' (CRS103) as a list. Select the appropriate reason for the return.
  6. Click Add to checkout.
  7. Repeat the steps to add more items for return. After adding all the items, click the Checkout link in the widget.
  8. In the Customer Order Lines window, validate the list of items for return.
  9. Click Create return. After the widget successfully creates the return order, click the generated order number to drill back to 'Customer Order. Open Toolbox' (OIS300/B) and view the customer order that is filtered in M3.

Creating a manual return

  1. Click Manual return.
  2. In the Manual Return window, specify this information:
    Customer number
    Specify the customer number from whom the items are being returned.
    Reference number
    Specify the reference number of the customer order.
    Item number
    Specify the identification number of the item.
    Quantity
    Specify the quantity of the items to return.
  3. Click Get item price per quantity. The Return price field with the corresponding price for the item is displayed. Alternatively, you can modify the return price value.
  4. Click + Add line. The item details that you provided are added to the list.
  5. The widget retrieves all the lot numbers that are applicable to the specific order number. In the Select Lot Number field, select the appropriate lot number for the item from the list.
    Note: If item is not lot controlled, this field is disabled.
  6. The widget retrieves the possible reason code that are defined in (CRS103) as a list. In the Select Reason field, select the appropriate reason for the return.
  7. Click Create return.
  8. After the widget successfully creates the return order, click the generated order number to drill back to 'Customer Order. Open Toolbox' (OIS300/B) and view the customer order that is filtered in M3.