Process returns with replacement (RR)

1. Go to the Sales orders (SO301000) window.
2. Select RR 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 to be returned.
    For each invoice, click Add sales invoice in the table toolbar and perform the following steps:
    1. In the Add invoice details dialog box that opens, select the customer invoice in the Ref. no. field.
    2. Once the selected document appears in the table in the dialog box, select the check box to the left of each line with an item being 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 for each the added line, make sure that Receipt is selected.
    5. Click .
11. Optional: To add other items that will be returned, perform the following steps for each item:
    1. Click Add item.
       The Item 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 Item field.
    3. In the resulting list of items, select the row with the item you want to add, and in the Qty selected column, specify the requested quantity of the item (measured in the unit of measure shown in the Sales unit column).
    4. Click the Add and close button, which closes the dialog box.
    5. In the Operation column of the added table row, make sure that Receipt is selected.
    6. Click .
12. For each line with an item that will be replaced with other units (or another unit) of the same item, make sure the Create issue automatically check box is selected.
    For items that are tracked by lot or serial numbers, always select the Create issue automatically check box.
13. For the lines that do not have the Create issue automatically check box selected, add the lines (with the Issue operation) for the replacement items by following the above steps 11a - 11 d, and make sure that Issue is selected in the Operation column of the added table lines.
14. Clear the Hold check box in the top part of the window.
15. 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 (RR) 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. Select Actions - Confirm shipment.
6. Select Actions - Update inventory. This generates an inventory issue (of the Return type) with the returned items listed.

You process the order for the replacement items as follows:

1. Go to the Sales orders (SO301000) window.
2. Select the order by specifying its type (RR) and its reference number.
   
   
   Notice that the order lines with the Receipt operation (for returned items) have been automatically marked as completed.
3. Select Actions - Create shipment to create a shipment (with the Issue operation) that accounts for the replacement items.
   The system opens the Shipments (SO302000) window to display the new shipment.
4. To print a pick list for the selected replacement items, select Reports - Print pick list.
5. Once you have prepared the shipment, click Actions - Confirm shipment.
6. Select Update inventory.
   
   This action updates the availability data and changes the status of the original RR order (created in the window) to Completed.

Notice that no documents are created in the Supplier ledger workspace.