Handling Credits for RF

When you enter a credit, generate a warehouse in-process request to notify the warehouse that an item needs to be returned to inventory and put away. You may also need to send an operator to pick another product if the credit is an exchange.

For example:

A customer at the counter has just ordered two products. You complete the order and send a shipping ticket through the system to the warehouse. The customer then changes the order, returning the first product for a different one. You must notify the warehouse operator picking the order to receive verify and put away the first product, and then to pick the new product.

Note: Set up a credit definition for the SOE Return/Credit Default Parameters control maintenance record to prevent returned items from posting an immediate credit to a customer's account. This setup enables you to track the item in the warehouse but not give the customer credit until the vendor to which you return the item approves it. In addition, set the RF Enable Warehouse In Process Queue For Types control maintenance record to Sales Order Picking and Sales Order Receiving (Returns) for the branch in which you are creating the return.

To notify the operator to put away the credited product and pick the new product:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Do one of the following:

Recall the order if it has not been invoiced.
Recreate the order if it has already been invoiced.

At the warning that you are editing an order being picked, enter Y.

Note: You must be assigned the WHSE.INPROCESS.EDIT and WHSE.INPROCESS.CLOSE authorization keys to edit or close orders.

Credit the item.
At the prompt asking to generate a put away request, enter Y to notify the warehouse operator to receive verify and put away the credited item.

Note: When the warehouse personnel receives the returned order in the Receiving Verify screen, the order ID displays as a sales order instead of as a purchase order (S1234567890 instead of P1234567890).

Enter the new item.
At the prompt asking to generate a pick request, enter Y to notify the warehouse operator to pick the new item.
Process the order.
Press F12 to exit the screen.