SOE RETRN Default Settings

The following control maintenance records belong to the RETRN (Returns) area within the SOE (Sales Order Entry) category and are related to default settings.

Auto Check Returns Material Received Flag from WMS Putaway

Default Handling Charges For Returns

Enter the minimum handling charge for return items. Usually set this record to ensure you are recouping your freight charges for returned items.

Settings	In the MinimumAmount row or the Percentage row, enter a minimum handling fee to charge your customers when they return products to you. Use the Exclude Return Types option to designate return types that should not be charged handling. For example, you might choose to wave the handling fees for defective products. This button highlights in red when return types have been entered for exclusion.
Outcome of setting this control record	When entering return orders, the system automatically assigns this amount to the order as handling charges. If you exclude return types or exclude a customer from handling the system does not place an automatic handling charge on the return. If both parameters have an entry, the system uses the one that results in the highest charge.
Default Value(s)	0.00
Action if set to Null	Does not automatically add a handling amount to the order.
Additional Information	To exclude a customer from default handling charges, enter Yes in the Exclude for Handling field in the Freight Data window in Customer Maintenance.

Default Customer Return Entry Settings

Use to define which fields need to match from the original sales order to create separate returns.

Options	Change any of the following to Yes, if you want to create separate returns for any of the options. The system groups return orders together based which fields you set to Yes: Customer PO # Tax Jurisdiction Sales Source Inside Salesperson Outside Salesperson Ship-To Writer The system uses an implied AND statement for each field set to Yes. If the Tax Jurisdiction and the Customer P/O # from the original sales orders match, then the system creates a single return for all the orders that have the same Yes criteria. See the example below.
Outcome of setting this control record	When using the Customer Inventory Return Entry program, the system divides the orders by the indicated settings. If all settings are set to No, the system creates a single return for all selected items.
Outcome of setting this control record	The system uses the writer from the original sales order as the writer of the return order when this control maintenance record is set to Yes.
Default Value(s)	No
Examples	For example, using the Customer Inventory Return JOHNQ returns 10 products for Williams Electrical. Both the Writer and Tax Jurisdiction fields in this control maintenance record are set to Yes. Of these 10 items, the following is true: Five were sold on S12345789 with Tax Jurisdiction FLSTATE and that order was written by ANNEJ. Three were sold on S15555555 with Tax Jurisdiction FLSTATE and that order was written by CODYM. Two were sold on S16666666 with Tax Jurisdiction GASTATE and that order was written by ANNEJ. Based on the control maintenance record settings, the system creates three new return orders: S12345870 with a tax jurisdiction FLSTATE written by ANNEJ. S12345871 with a tax jurisdiction FLSTATE written by CODYM. S12345872 with a tax jurisdiciton GASTATE written by ANNEJ.
Action if set to Null	Same as if set to No.
Additional Information	This is a global setting.

Default Location For F, O, R Type Returns

For each branch, enter a default location where a product on a return sales order that is assigned the Defective (F), Overship (O), or Review (R) return type will be placed.

Options	Any location defined in your warehouse.
Outcome of setting this control record	When you enter a return order that is indicated to be defective, overshipment, or an item that needs review, the system assigns it to this product location so you can track where it is in your warehouse.
Default Value(s)	Blank
Example(s)	You might have an area in your warehouse to collect all return products so you can review them to make a decision about whether to return them to your stock or send them back to your vendor.
Action if set to Null	The location defaults to the primary location specified for the product in Product Location Maintenance. If no location is defined for the product, the system uses the location entered in the Product Location Defaultcontrol maintenance record
Additional Information	For Stock returns, the system uses the Default Location For S Type Returnscontrol maintenance record.

Default Location For S Type Returns

For each branch, enter a default location where a product on a return sales order that is assigned the Stock (S) return type will be placed.

Options	Any location defined in your warehouse.
Outcome of setting this control record	When you enter a return order that is indicated to be a stock item, the system assigns it to this product location so you can track where it is in your warehouse.
Default Value(s)	Blank
Example(s)	You might have an area in your warehouse to collect all return products so you can review and restock them.
Action if set to Null	The location defaults to the primary location specified for the product in Product Location Maintenance. If no location is defined for the product, the system uses the location entered in the Product Location Defaultcontrol maintenance record
Additional Information	For Defective, Overshipment, and Review returns, the system uses the Default Location For F, O, R Type Returnscontrol maintenance record.

Default Location On All Credits To The Primary Location

For each branch, indicate whether the system should set the default location for all returns, credit/rebill orders, and price adjustments at the time the line item is entered to the primary stock location.

Options	Yes - Sets the location of the return to the current primary stock location. If you have not defined a primary stock location for that product for the shipping branch, leave this field blank. No - Sets the location of the return to the original stock location for the ship branch on the order, which may or may not be the location from which the item was picked on the original sales order.
Outcome of setting this control record	Determines if the system uses the primary stock location or the original stock location for returns.
Default Value(s)	No
Dependencies	The Default Location For S Type Returnsand Default Location For F, O, R Type Returnscontrol maintenance records override this record, because they change the location at the time the order is processed. For this control maintenance record to have the desired effect, set the Default Location For S Type Returnsand Default Location For F, O, R Type Returnscontrol maintenance records to blank.
Action if set to Null	Same as if set to No.
Additional Information	If set to Yes and the ship branch changes on an order, then the location on all negative or credit/rebill items changes to the primary location for the new ship branch.

Default Return Goods Quantity Type

For each branch, specify the default return goods quantity type (S-Stock, R-Review, or F-Defective) to assign to all products entered as a returned good on a sales order.

Options	S-Stock R-Review F-Defective
Outcome of setting this control record	When you enter a negative quantity on a sales order, which indicates a return, the system assigns the return type you select here.
Default Value(s)	Blank
Action if set to Null	The user must select a return type in sales order entry.
Additional Information	None

Default Warranty Information Screen

If you create a user-defined Warranty Information window for your company, you must assign the screen name in this control maintenance record. If you do not assign a window here, the system uses the Default Warranty Information screen (UD.DFLT.WARRANTY).

Return Goods Queue Default Select Option

Indicate whether to display Buy Line or Price Line as a selection field in the header of the Return Goods Queue.

SOE Return/Credit Default Parameters

For each branch, specify a credit definition, default invoice status code, and default print status. If, upon the invoicing of a sales order, the order meets the criteria set in the credit definition, the system assigns the invoice status code and print status indicated in this record. Setting this record enables you to track a return item through your warehouse, but not give the customer credit until the vendor to which you return the item approves it.

Settings	Branch - Enter the branch for which you are defining the return or credit parameters. Return/Credit Definition - Select the credit definition to use: Any Return Line Items - The order is considered a credit if any line item on the order generation has a negative quantity (a return). Negative Total Invoice Amount - The order is considered a credit if the total dollar amount on the order generation is negative. Default Print Status - Select the print status the system assigns if the order is considered a credit, as defined in the Return/Credit Definition field. If you leave this field blank, the system does not use this control maintenance record to assign the print status. Default Invoice Status Code - Select the invoice status code to assign if the order is considered a credit, as defined in the Return/Credit Definition field. If you leave this field blank, the system does not use this control maintenance record to assign the invoice status. Form Type for Return Acknowledgement - Select which form type to use when printing a return acknowledgement. New in Release 8.7.8. Form Type for Return Ship Ticket - Select which form type to use when printing a return ship ticket. New in Release 8.7.8. Default Credit Term - You can predetermine the default terms for return orders so that you will not have to set the terms at the time of the return transaction. Use the existing SOE Return/ Credit Default Parameters control record that has a new parameter to set the default credit terms for returns. In the Default Credit Term field, select the value form the list. The default term you select here determines the value in the Payment Terms field on the Sales Order Entry window. Also, the system uses the default term if you create a return through the Customer Inventory Return Entry window, or if the system automatically generates a return using the Auto Generate Return feature in the Product User Control Parameters, or when using the API.
Outcome of setting this control record	Prevents returned items from posting an immediate credit to a customer's account. Use this record to override the system default invoice status code and print status assigned to an invoiced order containing returned items. The settings effect the result of the Percent of Sales Returned field display in A/R Inquiry.
Default Value(s)	Blank
Dependencies	Invoice status codes are defined in the Valid Customer Invoice Status Codecontrol maintenance record.
Action if set to Null	If the fields in this record are left blank, the system does not override the return settings. Instead, when an order writer enters a negative line item on the order for the return, the system credits the customer's accounts receivable balance.
Additional Information	None

SOE RETRN Default Settings Control Maintenance Records