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.

• Click Create Return
  This will take you to the directly to the Return Items page for this order, bypassing the create new return and Return Header pages.

From Returns menu

• Go to the Order Manager
• Select the Returns menu item
• click Create new return

• Set the Return From Party and click Create New

Return Header

• Ensure the information is correct, updating if necessary. Click Return Items to continue.

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.