Sales Types (STS) - Returns

  1. Specify this information:
    Credit Note
    If this box is checked, the sales type is a credit note. This can be used to reverse the ledger in Financials depending on your system.
    Sales Return Note
    If this box is checked, the sales type is a sales return note. This will receive inventory, and can also be used to reverse the ledger in Financials depending on your system setup.
    Note: To update inventory during sales return note processing, you must define a movement type of receipt against the stage at which inventory update is to be done. This is done on the Sales Stage form.
    Reason Code Required
    If this box is checked, when a credit note is raised a reason code must be entered.
    Filter Definition Control Id

    The filter definition to be used with the Advanced Generate function in Sales Return Notes. That is, when the Advanced Generate function is selected on Sales Return Notes for this Sales Type, this filter is used.

    Note: You must ensure that the control desk filter used for sales return notes is created in Filter Designer from the Sales Order/Invoice Control Desk (SMCDSISO) function. Also, this function only works correctly if some information from the issue record is included on the results form, in particular the Issue ID. The filters named SRN01, and so on, have been designed specifically to facilitate this, and it is recommended that these should be used as a basis for creating new forms for sales return note generation.
    Default Customer Return Location
    The location to be used as the default for items returned using this sales type. You can define return locations on different forms and these are used in a hierarchy when a sales return note is raised. That is, the system searches for the locations in a specific order. If none is found on the first form it searches the next form and so on. You can change the location displayed or manually enter a location if none is displayed. The return locations can be defined on the following forms and are searched in this order: item master, customer and sales type. The Default Return Location field on any of these forms may be left blank. The location selected can be a quarantined location.
  2. Save your changes.