Create/Authorize Returns

Create Return

From Order

Look under Shipment Information; if the order has met the pre-set criteria, a link will appear for [Create Return].

• Create Return
  This will take you to the Returns tab, the Return Items From Order # screen.

From Returns tab

• Enter available information
• Create New
• Return Header
  New Return ID is generated.

• • Additional information is requested
    Complete the boxes with available information and select Update. Do not change Return Status to Approved without confirming its validity.

• Return Items
  A table of order items that can be returned is displayed. Select the Order ID to bring up items for the correct order.
  • Load Order Item(s)
  • Receive Items
    Takes you to the Facility Manager application, the Facilities tab, the Return screen.

Find Existing Return

• From Order
  An Order report may show existing Returns already submitted against it. Click on the [Returns] link to view.

• By Return ID
  • Enter the known Return ID.
  • Lookup Return(s)

• By Party ID, UserLogin ID or Billing Acct.
  • Enter known data
    Under the Returns tab, enter the Party ID. All existing returns against this ID should be returned.
  • To limit returns ...
    Use the Status drop-down box and/or the Date filter to limit returns.

Authorize Return

Having found the return you have decided to accept, you will do the following:

• Confirm and complete requested details.
• Change the Status to Accepted.