Return reasons

Return reasons are codes that contain parameters for accepting, controlling, and reporting returns. They are set up in the SA Table Code Value Setup. These codes must be set up before processing standard returns to ensure returns processing is handled according to your returns policy and the reason for the return is captured.

The return reason codes also indicate the disposition of the returned goods, whether they are taxable, and whether the product should be:

• Returned to stock for resale
• Placed in unavailable inventory
• Written off as scrap
• Returned to the vendor
• Returned merchandise that is placed in stock for resale is not available for sale until the invoice has been processed for the RM.

During invoice processing, if a scrap return type is found on a return line, the item is written off and inventory is not updated. The write off updates the GL account defined in SA Table Code Value Setup-Extended Information for the scrap return reason code. A scrap serial or lot product is costed as if it were a non-serial/lot product. Serial or lot information is not recorded for return lines set up as scrap. If you update a line with a return type of scrap, you cannot enter serial or lots. Additionally, any processing for the FIFO layer is blocked for lines with a scrap return type.

Certain security measures that are set up with the return reason can be overridden by a supervisor with grant authority. For example, if a return reason requires an invoice number and you do not have that information available, ask a supervisor with grant authority to give you authorization to temporarily override the requirement. Authorization is required under these conditions:

• The Cred Auth Required field in SA Table Code Value Setup is selected.
• You want to override the requirement of entering an invoice number and the Require Invoice # field in SA Table Code Value Setup is selected.
• You want to override the requirement of a warranty tag number and the Warranty Tag Required field in SA Table Code Value Setup is selected.
• You decrease the restock amount.

When products are to be returned to the vendor, the return lines on a Return Merchandise (RM) or Stock Order (SO) can be added to an existing open return purchase order. The purchase order must be in Stage 1-Ordered or 2-Printed. A search is performed for an existing return purchase order with the same vendor and ship to as the product being returned. If a matching purchase order is found, the line is tied to that purchase order. If matching criteria cannot be found, a new return purchase order may be created.