You can see this screen by clicking New returns at the Order/Entries/Fulfillment screen (go to Order/Entries/Fulfillment). This screen allows you to process the return of items that have been fulfilled.
Note: It is possible that not all columns in this example are displayed. You can add or remove columns as required by clicking the Columns icon.
Type or select the ID or name of the debtor who is returning the delivered item(s), and press TAB. You will then see the Fulfillment screen, and all the items that the selected debtor has ordered will be displayed in the overview. Select the items to be returned, and then click OK. To select more than one item, hold down CTRL and click the items to be returned. Alternatively, hold down SHIFT and click to select all items between the two selected ones.
Note: This box cannot be edited once the item(s) is selected.
Type the debtor’s reference number for the return of the item(s).
Type a description for the return of the item(s).
This column displays the item to be returned. This column cannot be edited.
This column displays the description of the selected item. By default, the description displayed is based on the Description defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open). This column cannot be edited.
This column displays the status of the returned item. By default, the status of the item displayed is based on the Status defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open). This column cannot be edited.
Click this icon to view and edit the instruction of the item. By default, “Return” is displayed.
Type or select (press F2) the warehouse location (the warehouse that will be receiving the item) of the returned item. By default, the warehouse location displayed is based on the settings defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Inventory tab. This information is mandatory.
Note: This column is available only if you have E-Warehouse management included in your license.
This column displays the quantity of the item that has been delivered. By default, the Delivered quantity defined in the sales order is displayed. This column cannot be edited.
Type the quantity of the item to be returned. By default, the delivered quantity is displayed.
This column displays the sales unit of the item. By default, the sales unit displayed is based on the Sls. unit of the item defined at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Basics tab. This column cannot be edited.
Select this check box if the debtor requests for a replacement of the returned item(s). By default, this check box is selected if the item(s) has been fulfilled, and payment has not been made.
Note: This check box is available only for unplanned returns (returns that are not created at the Sales orders screen).
Select this check box if the debtor has made payment for the returned item(s) and the debtor does not want a replacement for the returned item(s). By default, this check box is selected.
This column displays “Serial item” or “Batch item” depending on whether the item is a serial item or a batch item. “None” is displayed if this is not defined at the item maintenance. By default, “Serial item” is displayed if you have selected the Serial check box for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Inventory tab in the Attributes section. “Batch item” is displayed if you have selected the Batch check box. This column cannot be edited.
This column displays the serial or batch number of the item. By default, the Serial/batch numbers defined in the sales order is displayed. This column is blank if None is displayed in Serial/batch. This column cannot be edited.
This column displays the lot number of the item. By default, the lot number displayed is based on the Lot number defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Serial/batch tab. This column is empty if None is displayed in Serial/batch. This column cannot be edited.
This column displays the resource in charge of the item. By default, the Resource defined in the sales order is displayed. This column cannot be edited.
This column displays the date the debtor plans to deliver the returned item. By default, the Fulfillment date in the order lines is displayed (for planned returns that are created at the sales order). This column cannot be edited.
This column displays the project code of the returned item. This column cannot be edited.
This column displays the sales order number of the returned item. By default, the Sales order number defined in the sales order is displayed.
Click this to view the sales order of the selected item. For more information, see Creating and maintaining sales orders.
Note: This button is enabled only if an item is selected.
Click this to generate and/or print the credit note if the Credit note check box in the Returns screen is selected, and to print a receiving slip for the returned item(s). For more information, see Printing receiving slip for returned items in sales orders.
Click this to exit and return to the Order/Entries/Fulfillment screen.