Use the Find Returns window to find source documents for which you can enter returns. Use the Supplier and Internal tabbed region to search for Purchasing documents. If Order Management is installed, use the Customer tabbed region to search for customer return material authorizations (RMAs).
Note: You cannot enter returns for internal shipments (that is, shipments with a Source Type of Internal).
To find source documents for Supplier and Internal returns:
Navigate to the Find Returns window by selecting Returns from the menu. The following steps describe ways in which you can specify search criteria to limit the search for source documents. All of the search criteria are optional.
Select the Supplier and Internal tabbed region.
Select the Operating Unit for this search.
Select a receipt Source Type of Supplier for the search:
The Requisition Number and requisition Line number fields are disabled.
You cannot do returns for documents with a Source Type of Internal.
Specify any of the following, optional search criteria:
Enter the Receipt Number.
Enter the Purchase Order number. To be available, a purchase order must have at least one approved shipment for which the ship-to organization is the same as the current active organization. If you enter a purchase order number, you can also enter a Release number, Line number, and/or Shipment number for the purchase order. The Release field is applicable only when you have entered a purchase order number associated with a planned purchase order or a blanket purchase agreement. The list of values in the Release field includes all releases for the specified purchase order that are not final closed.
Enter the Supplier name. You can also enter the Supplier Site.
Enter the Current Location.
Use the lower tabbed regions to further restrict the search. See: To further restrict the search, below.
Select the Find button to initiate the search and display the selected source documents in the Receiving Returns window.
To find source documents for Customer returns:
Select the Customer tabbed region in the Find Returns window.
This region is used for finding items that a customer has returned to your company. When a sales representative creates a sales order in Order Management and ships the item to the customer, you can find and create receipts if the customer returns the item. The receipts are created against a return material authorization (RMA) document, which the sales representative uses to authorize the return. You can then return the item (for example, after it has been repaired) back to the customer, using the Receiving Returns window.
Specify any of the following, optional search criteria:
Line type, such as Return with Receipt of Goods, on the RMA. There are different return line types. Search by RMA line type if you want to see all RMA lines with that line type in your receiving organization.
Receipt Number
RMA Number, which corresponds to the Order Number field on the sales order
Line number from the RMA
Customer returning the item
Customer Number
Customer Item Number that the customer used to order the item
The lower tabbed regions. See: To further restrict the search, below.
Select the Find button to initiate the search and display the selected source documents in the Receiving Returns window.
To further restrict the search:
Specify any of the following, optional search criteria:
In the Item region, you can enter the following search criteria: Item number, Revision number, Category, item Description, and Supplier Item Number. Since the supplier item number is generally the best way you can identify purchase order lines when your supplier does not reference your purchase order number on its shipping documents, you should provide a supplier item number on your purchase order lines.
In the Date Ranges region, you can select Due Today to limit the search to receipt lines due on the current date. Otherwise, you can enter a Due By date range. These dates correspond to the Promised Date (or Need-by Date if there is no Promised Date) on the Purchasing document or to the Promise Date (or Request Date if there is no Promise Date) on the RMA.
In the Transaction Detail region, you can enter a Transaction Date range.
In the Shipment region, you can enter the Container, Truck Number, or Bar Code Label indicated on an Advance Shipment Notice (ASN) or Advance Shipment and Billing Notice (ASBN). See: Advance Shipment Notices (ASNs).
In the Destination region, you can select the Requestor, Project, Kanban Card, Task, Deliver-to location, or Job. Using these fields will limit your search results at the distribution level of the order.
To remove existing search criteria:
Select the Clear button in any of the source document search windows to remove existing search criteria.