Categorizing Product Returns

Return quantity types categorize products returned by your customers. For example, you might categorize a returned product as Defective or Over-shipment. Other returned products might have a Review type, meaning the items need to be checked before returning them to stock.

A return type is specified in the Return Quantity Type field in the Return Goods Verification window, which automatically displays when you enter a negative order quantity on a sales order's Body tab. The type also displays in the Qty Type field in the Line Item Scheduling window. Pressing F10 in either field displays a list of types. Ask how your company uses quantity types.

Code	Type	Indicates...
S	Stock	a product available for sale, whether stock or nonstock.
F	Defective	a defective or broken product, although it can still be for sale.
O	Overshipment	an excess shipment or purchase, flagged for return to the vendor.
E	Exceptional	an unusual purchase or sale, not to be used in demand calculations.
R	Review	a product requiring inspection or review.
L	Display	a sample product, often on display in a showroom. Sales orders indicate when display inventory is available to fill order needs.
T	Tagged	a product tied to a branch or vendor procurement.
P	Procure	a product in the process of being procured.

Select an F-Defective, R-Review, or O-Overshipment type to send the return order to the Return Goods Queue. This queue is monitored by the person responsible for checking in returned items. Once checked in, the appropriate action takes place. This can be issuing the customer a credit invoice, returning the item to a vendor, or creating an inventory adjustment to discard the unwanted item.

Selecting an F-Defective, R-Review, or O-Overshipment type also increases an item's quantity on hand — but not its availability. Availability does not increase until the type is changed. This prevents you from selling a defective product to another customer. Select S-Stock to simultaneously increase quantity on hand and availability.

Note: Changes made in the Line Item Scheduling window's Qty Type field are not reflected in the Return Goods Verification window. The Line Item Scheduling window's Location/Tag/Lot column lists transaction numbers associated with returns having a type of Defective, Overshipment, Review, Display, and Tagged.