Sales Order Entry - Create Order - Return Merchandise field descriptions

The fields are presented in alphabetical order.

Auto Apply Credit to Original Invoice

Use this option to specify how to apply a credit transaction. This option, in conjunction with the Invoice #, determines whether credit is applied to a specific invoice.

If this option is selected and an Invoice # is specified, a credit memo is created, and it is applied to the invoice.

If this option is not selected and an Invoice # is specified, the credit is not applied to the specified invoice.

The default value for this option is set in SA Administrator Options-Documents-Sales Orders. You can change the selection if your operator security allows it.

Customer

The customer to which the correction applies.

Invoice #

Specify the invoice number to which the credit applies.

If Require Invoice # on RM is selected on the SA Table Code Value Setup record for Return Adjust Reason on the order, this value is required.

If Auto Apply Credit to Original Invoice is selected, you can specify an invoice that is in the invoiced stage. The credit is automatically applied to that invoice.

If Auto Apply Credit to Original Invoice is not selected, specify an invoice that is in the invoiced or paid stage. Credit must be applied through manual accounts receivable processing.

To create a miscellaneous credit (MC), do not specify an invoice number.

Return Adjust Reason

Select the reason for the return from the drop-down field. This code is set up in SA Table Code Value Setup-Return Adjust Reason. It defines the disposition and parameters to handle the returned products.

Use Step Data

This option pertains to Sovos GTD and STEP third party applications only. Select this option if the correction order is to reverse taxes that are charged to an exempt customer.

Vendor Return Authorization #

The return authorization number for the vendor. This value is copied to the line level, but you can override it.