| # Sales return orders A return order is a sales order on which returned shipments are reported. A return order can only contain negative amounts. A number of steps are involved in the return order process. Return order settings Before you can use return orders, you must complete a number of steps. Step 1. Define a sales order type for return orders Define a sales order type for return orders in the Sales Order Types (tdsls0594m000) session. You must select one of the following in the Return Order field: Return Inventory An order type that is used for returning inventory. Return Rejects An order type that is used for returning rejects, which applies if you reject goods that are delivered on a sales order. You can only select this value if the Customer Approval check box is selected in the Implemented Software Components (tccom0100s000) session. Sales orders of the Return Rejects order type are always generated automatically. You cannot insert them manually. For more information on customer approval, refer to Customer approval. Step 2. Link a warehousing order type to the sales order type Link a warehousing order type to the return order type in the Warehousing Order Type field of the Sales Order Types (tdsls0594m000) session. You must select a warehousing order type for which the Inventory Transaction Type reads Receipt in the Warehousing Order Types (whinh0110m000) session. Step 3. Link activities to the return order type You must link activities to the order type in the Sales Order Type - Activities (tdsls0560m000) session. ERP LN automatically links the following mandatory activities to the return order type: Release Sales Orders to Warehousing (tdsls4246m000) Maintain Deliveries Sales Order Lines (tdsls4101m200) Release Sales Orders/Schedules to Invoicing (tdsls4247m000), if the order type is a return order of the type Return Inventory. Process Delivered Sales Orders (tdsls4223m000) Return order procedure Step 1. Sales Orders (tdsls4100m000) Create a sales order header with a sales order type for return orders. Define the Original Document Type field. Define the Original Document No field. Define the return reason for the return order in the Return Reason field. 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 sales order have a negative quantity and a negative amount. If desired, you can change these lines. Step 2. Release Sales Orders to Warehousing (tdsls4246m000) After the sales return order is approved, release the order to Warehouse Management. As a result, the sales order status is In Process and the activity status reads Awaiting Receipt. Step 3. Release Sales Orders/Schedules to Invoicing (tdsls4247m000) After the receipt procedure is executed by Warehouse Management, the sales order status still is In Process, but the activity status in the Sales Order Line Status (tdsls4534s000) session reads Release Sales Orders/Schedules to Invoicing. As a result, you must release the sales return order to invoicing in the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session. Step 4. Process Delivered Sales Orders (tdsls4223m000) After the sales return order is invoiced, you must process the return order in the Process Delivered Sales Orders (tdsls4223m000) session. Note f the return order contains a serialized item, a cluster is automatically linked to the return order when the delivery information is updated on the order by means of the Warehouse Receipts (whinh3512m000) session, or the Update Sales / Service Order with Delivery Information (tdpur4222m000) session. However, a cluster is not linked automatically if: The serialized items on the sales return order line are linked to different clusters in Service. The item is an anonymous item, or the items are serialized in Service only. If required, you can link an item to a cluster and/or link a cluster to the sales return order line in the Sales Order Lines (tdsls4101m000) 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. If a specification is linked to the sales order line and the Return Order is of the Return Rejects type, this specification is not copied to the return order line. Related topics Customer approval Direct delivery Flexible sales order processing To define warehousing procedures Sales orders - additional processes Allocation and hard pegging overview Component handling - component lines |