Create Ret.-Related Documents Batch Job
The program offers the Create Return-Related Documents functionality that automates the creation of all relevant documents . (replacement sales orders, purchase return orders, and replacement purchase orders) 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.
To create Return-Related Documents from a Sales Return Order:
Create a sales return order for the customer.
When an item has been returned for repair, you must determine how to value inventory.
If the item is intended for repair at the vendor (manufacturer), the customer retains the ownership of the item during the repair process. In this situation, you must exclude the value of the item from your inventory value. To do this, all the transactions with this item (receiving it at your company, shipping it to the manufacturer, receiving it back from the manufacturer, and returning it to the customer) must be performed with zero unit cost and unit price.
Alternatively to manually entering a zero amount in the Unit Cost (LCY) and Unit Price Excl. VAT fields on the sales return lines, you can use the Return Reason functionality to automate the process.
Click Actions, Functions 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, enter the vendor number or 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.
Tip
For more information on how to work with batch jobs, see How to: Run Batch Jobs and How to: Set Filters. For assistance in finding specific pages, see Search.