| Purchase return orders |  |
| With a purchase return order, you can: Send back inventory units to the supplier. Return rejected goods to the supplier. Most of the time, these goods are rejected during inspection. Return order settings Before you can use return orders, you must complete a number of steps. Step 1. Define a purchase order type for return orders Define a purchase order type for return orders in the Purchase Order Types (tdpur0194m000) session. The Return Order field for this order type must be set to Return Inventory or Return Rejects. If the Direct Delivery check box is selected for the order type, you can only select Return Inventory from the Return Order field. Step 2. Link a warehousing order type to the purchase order type Link a warehousing order type to the return order type in the Warehousing Order Type field of the Purchase Order Types (tdpur0194m000) session. You must select a warehousing order type for which the Inventory Transaction Type reads Issue in the Warehousing Order Types (whinh0110m000) session. If you want the received goods to be inspected, you must select a warehousing order type with an inspection procedure linked to it. If the Direct Delivery check box is selected for the purchase order type, you cannot select a warehousing order type. Step 3. Link activities to the return order type You must link activities to the order type in the Purchase Order Type - Activities (tdpur0560m000) session. ERP LN automatically links the following mandatory activities to the return order type: Release Purchase Orders to Warehousing (tdpur4246m000) Purchase Receipts (tdpur4106m000) Process Delivered Purchase Orders (tdpur4223m000) Step 4. Enable inspection If you want purchase orders and purchase return orders to be inspected, select the Inspection check box in the Purchase Order Lines (tdpur4101m000) session. Return order procedure Step 1. Purchase Orders (tdpur4100m000) Create a purchase order header with a purchase order type for return orders. Define the Original Document Type field. Define the Original Document Number field. Define the return reason for the return order in the Return Reason field. If the return order type is: Return Inventory, the reason type must be Return of Goods. Return Rejects, the reason type must be Rejection of Goods. If you created a link between a return order and an original document number, you can click Copy from Original Document on the Specific menu. As a result, a session is started from which you can copy lines to the return order. The lines that are added to the purchase order have a negative quantity and a negative amount. If desired, you can change these lines. If you created a link between a return order and an original document number, you can still manually add purchase order lines for return orders of the Return Inventory order type. For return orders of the Return Rejects order type, this is not allowed. Step 2. Release Purchase Orders to Warehousing (tdpur4246m000) After the purchase return order is approved, release the order to Warehouse Management. As a result, the purchase order status is In Process and the activity status in the Purchase Order Line Status (tdpur4534m000) session reads Awaiting Shipment. Step 3. Generate Outbound Advice (whinh4201m000) If the Include Return Orders check box is selected in this session, ERP LN generates an advice for the outbound and shipment for the quantity that must be returned. Step 4. Process Delivered Purchase Orders (tdpur4223m000) After the shipping process is executed by Warehouse Management, the purchase order status still is In Process, but the activity status in the Purchase Order Line Status (tdpur4534m000) session reads Process Purchase Orders. As a result, you must process the return order in the Process Delivered Purchase Orders (tdpur4223m000) session. Note If you want to notify a supplier about the return of the goods, you can add the Print Return Notes (tdpur4411m000) session as an activity to the order type in the Purchase Order Type - Activities (tdpur0560m000) session. If goods are returned on a direct delivery order, the steps related to the direct delivery procedure apply. For more information, refer to Direct delivery. Related topics Flexible purchase order processing To define warehousing procedures Approvals and inspections Direct delivery |