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implementation:wms:salesreturn

21. Sales return

Products delivered by your company may be returned by your customers. Produmex provides a function for the sales return process that can be initiated on the shopfloor.

21.1. Configurations

Define whether a reason must be selected when a certain item is returned with the ‘Enter reason for sales return’ setting on the Produmex Sales tab of the Item Master Data.

Define the default quality status on the return for the company on the Defaults tab of the Organizational Structure. It is possible to specify a different default quality status for a given item on the ‘Default quality status sales return’ field on the Produmex Sales tab of the Item Master Data. The quality status set for the item will overrule the company setting.

Define the batch number format and settings on the ’Batchnumber generator for sales return’ controller.

On the ‘Sales return generator’ it can be set whether multiple batches and items are allowed on a returned logistic unit or not.

21.2. Return process

21.2.1. Initiate the return

Press the ‘Sales return’ button from the ‘Sales’ menu to start the return process.

Sales return button

21.2.2. Select the customer

Then select the customer. Every ‘Customer’ type Business Partner is listed.

Select the customer

21.2.3. Define base document

On the next screen specify whether the returned items belong to an open delivery or a closed/unknown one.

There are two options to return goods linked to an A/R invoice:

  • Book a sales return on the fat client using the ‘No delivery’ task. Returned stocks will be received but the sales return document will not be linked to the A/R invoice.
  • Book a credit note/credit memo document in SAP Business One.
  • Press the ‘Select a Delivery’ button to receive returned items based on an open delivery. On the next screen select the delivery. Every open delivery for the selected customer is listed.
  • Press the ‘No delivery’ button to receive the returned items without a delivery.

Starting from SBO 9.3, Produmex WMS supports Return Requests as well. An additional ‘Select a return request’ button is displayed on the screen. Press this button to receive returned items based on a Return Request. On the next screen select the return request. Every open and approved return request for the selected customer is listed on the screen.

Define base document

21.2.4. Scan the label

Scan the barcode of the returned item. The delivery information of the item will be fetched from the barcode.

If there is no logistic label, press the ‘No label on logistic unit’ button.

Scan the label

21.2.5. Identify the item

Scan the item or select it from the list after pressing the ‘Select a product’ button.

  • If the logistic label contains only one item, the system will automatically proceed with that item and skips this screen.
  • If the return is executed based on a delivery, only items from the delivery document can be scanned or selected.

Identify the item

21.2.6. Specify batch/best before date

If the item is managed by batches and/or has a best before date and this information was not included in the barcode, specify the batch attributes and the best before date as well. For more information please see: Screens for entering additional information.

The default batch number is generated based on the settings of the Batch number generator for sales return.

When receiving the returned items based on a Delivery or a Return Request that is linked to the delivery (or based on an invoice linked to a delivery), only batches linked to the delivery document can be returned. Select the batch/best before date from the list. If there is only one batch linked to the Delivery document, the system automatically selects that batch and skips this screen.

Return batch

21.2.7. Add quantity

Add the number of the returned items. For more information about adding quantity please see: Screens for entering additional information
When receiving returned items based on a delivery, the number of the returned products cannot exceed the open quantity on the delivery document.

Add quantity

21.2.8. Select reason

If the ‘Enter reason for sales return’ option is enabled on the Produmex Sales tab of the Item Master data of the returned item, an additional ‘Enter Reason’ screen is shown. Select a reason from the list. Every reason that can be used for sales return is listed.

Select reason

21.2.9. Add more items

On the next screen specify whether there are more items to return.

  • Press the ‘Yes’ button to return additional items. The system will proceed to the ‘Scan barcodes GS1 label’ screen. An additional ‘Add the returns’ button is displayed on the screen. Press this button to receive the returned item(s).
  • Press the ‘No’ button to finish the return process.

If the ‘Force mono lot pallet?’ option is enabled on the Sales return generator, this screen is automatically skipped because different items/batches must be received onto separate logistic units.

Add more items

21.2.10. Define destination location/SSCC

If there are no more items to return, the screen to enter the destination location will be shown.

  • To add the returned items onto an existing logistic unit, scan the SSCC of that logistic unit. If the scanned SSCC is not in stock, identify the destination location on the next screen.
  • To create a new logistic unit, press the ‘New SSCC’ button. On the next screen add the destination location. Scan the destination location or select it from a list after pressing either the ‘Select location’ or the ‘Select empty location’ button.
  • To add the returned items without a logistic unit, add the destination location.

The destination location can be added by scanning or by selecting it from a list. To select the destination location from a list, press the ‘Select location’ or the ‘Select empty location’ button.

  • If the ‘Select location’ button is pressed, every active location will be listed from the warehouses defined for the scanner.
  • If the ‘Select empty location’ button is pressed, only the empty locations from the warehouse(s) will be listed.

Define destination location/SSCC

21.2.11. Return added

The returned items are added to the selected location. A Sales Return document will be created in SAP Business One.

  • If the return was created based on a Delivery, the corresponding lines of the Delivery document will be closed.
  • If the return was created based on a Return Request, the corresponding lines of the Return Request document will be closed.

If a new SSCC has been created, the ‘Warehouse: a new LU has been created (700)’ print event will be triggered after the return had been added.

Return added

implementation/wms/salesreturn.txt · Last modified: 2018/06/29 13:41 by csuhaa