The program offers the Create Return-Related Documents functionality that automates the creation of all relevant documents. This functionality can be used, for example, in situations where you want to handle items with warranties provided by vendors. From the Sales Return Order window, you are able to create a replacement sales order and, when return-to-vendor is required, a purchase return order and a replacement purchase order.
Create a sales return order for the customer.
When an item has been returned for repair, you must determine how to value inventory.
Click the Functions button and then select Create Return-Related Documents.
In the Create Return-Related Documents window, you can select which documents you want the program to create for subsequent steps in handling the return. For instance, there may be times when you wish to create a Purchase Return Order, but not a Purchase Order or Sales Order. The program allows you to select which documents to create and then fully automates their creation. You also have the option of creating a purchase return order and a purchase order if the items should be returned to and received from a vendor, respectively, as well as a replacement sales order.
In the Vendor No. field, click the AssistButton and select the vendor from the Vendor List. To create vendor-related documents, you must specify the vendor number.
If an item needs to be returned to the vendor, select the Create Purch. Ret. Order check box.
If an item needs to be ordered from the vendor, select the Create Purchase Order check box.
If a replacement sales order needs to be created, select the Create Sales Order check box.