Process returns for credit (RC)

1. Go to the Sales orders (SO301000) window.
2. Select RC as the order type.
3. Select the customer in the Customer field.
4. Check the location of the customer on the order, and change it if needed.
5. Check the currency and the currency exchange rate on the customer document, and change these on the order if needed.
6. Notice the non-project code that is shown in the Project field; if this order is associated with a particular project, select the project.
7. Check the date of the order, and change it if needed.
8. In the Requested on field, specify the date of the customer document.
9. Provide a brief description of this return order.
10. On the Document details tab, add all the invoices that list the items that have been returned for credit.
    For each invoice, click on the toolbar and perform the following steps:
    1. In the Reference no. field of the Add invoice details dialog box, which opens, select the customer invoice by its identifier.
    2. Once the selected document appears in the table, select the check box to the left of each line with an item to be returned.
       To view and add particular stock items of non-stock kits, select the Show non-stock kits by components check box.
    3. Click the Add and close button to add selected lines to the order and close the dialog box.
    4. In the Operation column of each added line, make sure that Receipt is selected.
    5. Click Save.
11. Optional: To add other items that will be returned, perform the following steps for each item:
    1. Click in the table toolbar. The Inventory lookup dialog box appears with a list of active stock items.
    2. In the dialog box, to find the item by a string in its item ID or description, type this string in the Inventory field.
    3. To further narrow the list to a particular subitem of the item (if subitems are used in your system), select it in the Subitem field.
    4. In the resulting list of items, select the row with the item you want to add, and in the Quantity column, specify the requested quantity of the item (measured in the default unit of measure shown in the UoM column).
    5. Click the Add and close button, which adds the items and closes the dialog box.
    6. In the Operation column of the added table row, make sure that Receipt is selected.
    7. Click .
12. Clear the Hold check box in the top part of the window.
13. Click .

You process the order for the returned items as follows:

1. Go to the Sales orders (SO301000) window.
2. Select the order by specifying its type (RC) and its reference number.
3. Click Actions - Create receipt to create a shipment (with the Receipt operation) that accounts for the returned goods.
   The system opens the Shipments (SO302000) window to display the new shipment.
4. In the opened window, review the shipment details, clear the Hold check box, and click .
5. Click Actions - Confirm shipment.
6. Click Actions - Prepare invoice.
   This generates a credit note with the returned items listed.
   The system opens the Customer invoices (SO303000) window to display the new document.
7. Optional: In the Customer invoices (SO303000) window, release the credit note by clicking Actions - Release.
   This creates an issue transaction of the Credit note type in the Inventory workspace.

Once you release the credit note, the original RC order gets the Completed status.