Exercise - Process returns in intercompany

  • 15 minutes

Perform a return order where items are returned from DEMF, the sales company, to the production plant USMF.

DEMF has received one piece of item number 0001 from USMF. Upon item receipt, they recognize that the item is broken during transportation. Therefore, you must return the item to USMF.

  1. Open company USMF.
  2. Open the Return orders page from Sales and marketing > Sales returns > All return orders.
  3. From the Action Pane, select Return order, which is located in the New group.
  4. On the Create return order page, select the Customer account DE-001.
  5. Expand the General FastTab.
  6. Note the system-generated RMA number that is located in the RMA number field.
  7. Select OK to create the return order.
  8. Notice that an Intercompany purchase order is automatically created.
  9. Select Find sales order in the Return group in the Action Pane to open the Find sales order page.
  10. Select the sales order that has already been delivered, 0001 product, in the top pane grid.
  11. Select the Mark check box for 0001 and change the quantity to 2.
  12. Select OK.
  13. Select 21 for the Return reason code field.
  14. Expand the Line details FastTab.
  15. Select 21 for the Disposition code field.
  16. Select Save.
  17. Select the Return order Action Pane in the Send group, and then select Return order to print the return order. The system displays the Send return order page.
  18. Select OK. The system displays the return order. Note the RMA number at the top left, right above the customer account.
  19. Close the Send return order report.
  20. On the Return Order page, select General in the Action Pane Intercompany purchase order (DEMF has the PO).
  21. Select Purchase in the Action Pane, and then select Confirm.
  22. Select Receive in the Action Pane and then select Product receipt. Enter a Product receipt number as GTL039 and then select OK.
  23. Close all pages.

Receive the items in USMF

  1. In USMF, open Inventory management > Inbound orders > Arrival overview.
  2. Select the Arrival overview profile named "Return order" at the top of the page to display expected arrivals from return orders.
  3. Select Update.
  4. Select the receipt with the attached RMA number in the Select for arrival field and then select Start arrival.
  5. To open the arrival journal, highlight the message in the Infolog and then select Journals > Show arrival from receipt. The Arrival journal page opens.
  6. Select the Header.
  7. Select Edit.
  8. Select 11 Credit for the Deposition code field.
  9. Select Lines.
  10. Expand the Lines details FastTab.
  11. Select 11 Credit for the Deposition code.
  12. Repeat for the remaining lines in the order, if applicable.
  13. Select Post.
  14. Select OK.

If the Setup parameters are set up to post invoices automatically, no manual posting is needed.