This is the recommended process for handling a
Refund on Return disposition type with an original sales order.
This process is for a customer return that had an original sales order and has an original sales order and has a disposition of
Refund on Return. This means that you will refund the customer after they return the originally sold item back.
To request for a refund on return:
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Go to the Manage Customer Returns screen.
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In the
Orig SO field, enter the sales order ID , and click the
Autoload button to create returns for the SO. You can also enter the invoice number to autoload the record.
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In the
Email Address field of the Customer Contact Info tab, enter the email address of the customer to send an email notification to the customer.
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In the
Employee field of the RMA Header tab, enter your employee ID. Make sure to verify the RMA expiration date.
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In the
Return Qty field, enter the quantity.
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In the
Return Reason field, enter the reason for returning the material.
Make sure the inventory abbreviation is correct.
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From the
Order/Payment Disposition Requested drop-down list, select
Refund on Return.
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Select the
Disposition Approved checkbox.
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Select the
Material Return Required checkbox, if you want the material to be returned.
If selected, then upon save, an RMA PO will be created for you to receive the materials. The RMA PO ID will be visible in the header section of the screen.
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On the Serial/Lot subtask, enter the serial lot number of the item being returned.
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Enter the warehouse ID with the RMA location if the item is to be returned to the warehouse.
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Select the
Submit checkbox and click
Save.
An email will be sent to the customer email address, if indicated in the settings.
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Go to the Manage Purchase Order Receipts and receive the purchase order line for this material into an RMA location.
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Go to the Manage Invoices screen.
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Create and process a negative invoice on the original sales order for the amount that will be refunded to the customer.
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Create journal entries in Accounting to adjust the cost of sales.