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Enter what is being returned, the reason, the action to take and any claim % likely on the supplier.
The Return quantity must be less than the ordered quantity unless a delivery error.
| Note |
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Units are only available if the Article has a Pack Size >1. Units are a fraction of a Pack and the smallest qty that can be returned. For Example if a product is sold as: Qty/Unit = Pack, Pack size = 4, UOM = 6 bottles... Then 24 Bottles are in a pack and 6 bottles are in a Unit and 6 bottles is the smallest qty that can be returned and they will be returned as 1 Unit Units cannot be replaced - only packs can be replaced. |
Reason for Returning
Select the reason for returning the item. One of:
- Order Error
- Use with Action 'Return-send correct item' if the item in the order is not what the customer wanted.
- You will need to specify the item that the customer wanted after creating the Return Authorisation but before saving it.
- Use with Action 'Return-Inspect-Credit' if the customer does not want the item ordered.
- Use with Action 'Return-send correct item' if the item in the order is not what the customer wanted.
- Delivery Error
- Use with Action 'Return-send correct item' if the item delivered was not the item ordered.
- You will need to specify the item that was delivered after creating the Return Authorisation but before saving it.
- Use with Action 'Return-send correct item' if the item delivered was not the item ordered.
- Goods Damaged(Not Delivered)
- Use with Action 'Replace Only' to create a replacement order for an item damaged before it is delivered to the customer.
- A credit will be created for the item.
- A replacement order will be created.
- A COGS journal will be created to scrap the stock.
- Use with Action 'Credit Only' to create a credit for an item damaged before it is delivered to the customer.
- A credit will be issued for the item.
- A COGS journal will be created to scrap the stock.
- Use with Action 'Replace Only' to create a replacement order for an item damaged before it is delivered to the customer.
- Goods Damaged(Delivered)
- Defective Goods
- Short-dated goods
- Wastage
- Product Recall
- Sale or Return
- Supplier Support
Action on Returning
Select the action to be taken for this item. One of:
- Replace Only
- Credit Only
- Replace-Return-Inspect
- Return-send correct item
- Return-Inspect-Credit
- Return-Inspect-Replace
- Return and Inspect
- Use this action if a customer has received an item that was not on their order, or if they have received more than they ordered, and they do not want to keep the stock.
- This will take action for the stock to be picked up and inspected. No credit note, replacement order or invoice is required.
- Invoice
- Use this action if a customer has received an item that was not on their order, or if they have received more than they ordered, and they want to keep the stock.
- This will produce an invoice only.
RA's for items that were not on an original order
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- Added lines must have a Reason of 'Delivery Error'.
- Added lines must have an Action of 'Return and Inspect' or Invoice.
RA Reasons
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RA Actions - Valid Reason/Action combinations
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