Returns & Credits
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      Set up a sales return order with require receive option enabled 

       Overview:

      • Finalise a sales return order with Require receive option enabled for the location 

      Why use the Require receive option for the location? 

      Setting up a sales return order with a location enabled for Require receive helps to track the inventory in the warehouse correctly.  

      Note: When you create your sales return order, you can set it up using features such as  Copy Documents or Get Posted Document Lines to Reverse. Otherwise, you can manually update the Lines section. 

      How to finalise a sales return order for a location with Require receive enabled? 

      1. Complete steps 1 to 4 in how to set up your sales return order. Then, return here to complete the sales return order.   
      2. Select Home. Then, select Create Whse. Receipt.  
        1. A message displays that a warehouse receipt has been created. Select OK to continue.  
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        2. The Warehouse Receipt page displays.  
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          1. Select Autofill Qty., to Receive and the Qty., to Receive field is updated.  

            Note: You can manually update the Qty., to Receive field.  
          2. Then, select Post Receipt. Select Yes to continue.  
          3. A message displays the put away activity created. Select OK to continue.  
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          4. You’re taken back to your sales return order page. 
      3. You can now complete your warehouse put away. Select Related. Select Warehouse. From the drop-down menu, select Warehouse Put-away Lines.  
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      4. The warehouse put away lines display.  
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        1. Highlight the related row and select Show Document. The warehouse put away page displays.  
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          1. Update the Qty to Handle field.  
          2. Then, select Register Put-Away.  
          3. A message displays confirming if you want to register the Put-away Document. Select Yes to continue or No, to stay on the page.  
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      5. The Warehouse put-away is registered and the Lines section item rows Return Qty. Received field and Qty., to Invoice fields are updated.  
      6. Return to the sales return order and select Post to post the sales return order into a credit note.  
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      7. You’ll be prompted to either Receive, Invoice or Receive and Invoice. Select your option. 
      8. You have now posted the sales return order into a sales credit note which is reflected in the customer account.

       

      What’s next? 

      Find out how to create a sales credit note from a posted sales return order.    

       

      Need more help?   

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