Sales Dispatch: Returns from Dispatched Sales

Dispatch note number

Invoices. Dispatch Note number. {INVFILE.INVDESP char 6}

Dispatch date

Invoices. Date creation date. {INVFILE.INVDATE date date1980}

Currency

Invoices. Currency symbol code. {INVFILE.INVCUR char 3}

Customer code

Invoices. Customer code. {INVFILE.INVCUSC char 6}

Customer name

Customers. Customer company name. {CUSFILE.CUSCNAM char 40}

Line Item list

Shows the line items of the selected dispatch. Drag items to the returns list below. You can combine items from several dispatches to the same customer with the same currency.

Return Items list

Shows the line items of the return you are about to make. Use the delete key to remove, and change the Returned quantity in the list.

TIP: To edit cells in the list, select the line and click in the cell and hover the mouse over the cell. I.E. click once and pause with no mouse movement. The cell will then expand into an editable box in which you can enter different data. On leaving the box with any action like a tab or click elsewhere, the data is verified and the list returns to normal with the new data shown in the cell.

Credit Note terms

Enter comments that will be printed on the Credit Note. Some text must be entered.

Inventory history

Comments for the inventory movement history records that will be produced by this return. Some text must be entered.

Backorder the item

Check to replace the return on the original Sales Order, if it still exists, or re-create the Sales Order if it does not. Applies to each item on the list independently.

You can set this checkbox individually for each return item entry. If checked, when processing of the return takes place the system will put the quantity returned back on the Sales Order line item. If the SO line item no longer exists on file it will be re-created and if the Sales Order header no longer exists it will also be re-created. Otherwise, if the customer requires a replacement for the returned goods, you will have to create a new Sales Order for the goods returned.

Print Credit Note

Check to print any resulting credit note or dispatch note after processing. Right-click to set the report destination.

Select Dispatch

You can combine returns from the same customer where they are in same sale currency.

Complex

After populating the Returns List, click here to setup more complex options for the return, such as adding a re-stocking charge.

When you operate the Complex button, the Returns Complex Options window will open.

Process

To process the returns shown in the list above. A Credit Note will be created for these returns.

When you operate the Process button, depending on options and the status of returned parts, you may be presented with the Dispatched Serial Numbers, Location and Batch Assignment and Trade Statistics Order Details windows. See these topics for details.

If there are any inventory consequences to the process, these will be reported on the Stock Processing Message Log window that will open.

• Returns from Dispatched Sales Complex Options
• Invoice or Credit Note Selection and Dispatch Note Selection
• Dispatched Serial Numbers
• Location and Batch Assignment
• Trade Statistics Order Details