Combining Return Receipts

This function may be useful if your customer returns several items that are covered by different sales return orders.

When you receive the items into your warehouse, you post the relevant sales return orders as received, thus creating posted return receipts.

When you are ready to invoice this customer, instead of invoicing each sales return order separately, you can create a sales credit memo and automatically copy the posted return receipt lines to this document. Then you can post the sales credit memo and conveniently invoice all the open sales return orders at once.

As an example, assume there are several sales return orders for the customer, and they have been posted as received. The Combine Shipments check box must be selected on the Shipping tab of the Customer Card in order to use the functionality.

To Manually Combine Return Receipts:

Open the Sales Credit Memo window.
Insert a new header by pressing F3 and press Enter to automatically assign the next number from the number series.
In the Sell-to Customer No. field, click the AssistButton and select the customer who will receive the credit memo for the returned items.
Click Functions, Get Return Receipt Lines.
Select the return receipt line(s) that you want to include in the credit memo:

To insert all lines, select all lines and click OK.
To insert specific lines, select the lines (hold down the CTRL key to select multiple, nonsequential lines) and click OK.

If an incorrect shipment line was selected or you want to start over, you can simply delete the lines on the credit memo and re-run the Get Return Receipt Lines function.
To post the invoice, click Posting, Post.

To Automatically Combine Return Receipts:

You can automatically combine return receipts and have the option of automatically posting the credit memos using the Combine Return Receipts batch job.

To Create Combined Return Receipts Automatically:

Open the Combine Return Receipts batch job request window.
On the Options tab, fill in the fields. For Help about a specific field, click the field and press F1.
For Help about fields on the other tabs, click the field and press F1.
Click OK to start the batch job.

Note that you will need to manually post the credit memos if the Post Credit Memos check box was not selected on the batch job.

Removing Received and Invoiced Return Orders

When return receipts are combined on a credit memo and posted, a Posted Sales Credit Memo is created for the credited line(s). The Quantity Invoiced field on the originating sales return order is updated based on the invoiced quantity.

When you invoice return receipts in this way, the orders from which the return receipts were posted still exist, even if they have been fully received and invoiced.

To Remove Open Sales Orders:

Remove orders individually using the Delete (F4) function.

Remove multiple orders using the Delete Invd Sales Ret. Orders batch job.