How to Process Returns in Shipping
Solution ID = KB-79
Goal : How to Process Returns in Shipping
Version = Syteline6.00.00
Module : SLCOPO
Fact : Progress Version
Symptom : User has processed a shipment in Order Shipping and needs to reverse it
Fix
IF
THE ORDER HAS BEEN INVOICED:
*If status of order is "Complete", first change the order status to
"Ordered" and the lines to "Filled":
1) Go to Order Shipping.
2) Edit/Initialize filter and change CO Line/Release Status to F.
3) Edit/Update. Mark the CR RTN box. Put in the qty to be returned (as a
positive amt). Put in a return reason code.
4) Edit/Ship/Ship Screen Line.
5) Go to Activities/Order Invoicing/Credit Memo and print the credit memo.
6) Go to Customer/AR Activities/Invoice Posting and post the credit memo.
Now, you may want to make changes to the line before it is reshipped. You can
do that in Order Line Maintenance. After that is done, to reship and reinvoice:
1) Go to Order Shipping and the line should appear with a qty on it. You can
update any information on that line here, if necessary.
2) Edit/Ship/Ship Screen Line.
3) Go to Activities/Order Invoicing/Credit Memo and print the invoice.
4) Go to Customer/AR Activities/Invoice Posting and post the invoice.
IF THE ORDER HAS BEEN INVOICED AND WAS SHIPPED THROUGH A DELIVERY ORDER:
An RMA return and credit must be performed. Return cannot be processed on the
Order Shipping screen for these.
IF THE ORDER HAS NOT BEEN INVOICED:
1) Go to Order Shipping.
2) Edit/Initialize filter and change CO Line/Release Status to F.
3) Edit/Update the line and enter a negative quantity. Enter a return reason
code.
4) Edit/Ship/Ship Screen Line.
Now, you may want to make changes to the line before it is reshipped. You can
do that in Order Line Maintenance. After that is done, to reship:
1) Go to Order Shipping and the line should appear with a qty on it. You can
update any information on that line here, if necessary.
2) Edit/Ship/Ship Screen Line.
