Customer Returns Detail

Access this form using Activities>Accounts Receivable>Customer Returns>Double-click any cell on the Summary Level>Customer Returns Detail.

Use this form to return line items or orders from a sales order to the original vendor. You must enter a Return Number, Return Date, Quantity To Return, and click Commit to return the items.

 

Return Information

• Return Number: Enter a unique customer return number or accept the number that the system assigned. When creating a new return, the system displays the next available customer return number; you can also accomplish this by pressing the + key. (Customer return number options were set up using Organization>Set Up Modules>Accounts Receivable>Sales Order.) We recommend limiting your entry to strictly alphabetic characters (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols.
• Return Date: Accept the default date or enter a date specific to the document. Future dates are not accepted.
• Returned By: Enter the name of the person who is entering the return.
• Comments: Enter any optional comments related to the entire order. These comments appear on the printed Customer Return Ticket and the Sales Order Register report (Reports>Accounts Receivable>Sales Order Register).

Table

• Charge Code: The system displays the charge code entered on the Activities>Accounts Receivable>Enter Orders>Detail tab.
• Charge Code Description: The system displays the charge code description.
• Quantity To Return: Enter the quantity being returned.
• Ordered: The system displays the quantity ordered.
• Fulfilled: The system displays the quantity that has been fulfilled.
• Cancelled: The system displays the quantity that has been canceled.
• Returned: The system displays the quantity that has been returned.
• Comments: Enter an optional comment related to this line item. These comments appear on the Sales Order Register report (Reports>Accounts Receivable>Sales Order Register.