Return Code Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Return Orders $Images\bluerarw.gif$ Return Code Maintenance

Purpose

Define valid types of return codes.
Define return code general ledger account resolution.

Overview

Use Return Code Maintenance to define return codes. A return is a type of order that designates a customer is returning product and/or getting a price adjustment. You must define a return code to properly adjust inventory and the general ledger for a return.

The software uses the following three types of returns:

An adjustment in price with no goods returned (no adjustment to stock is made).
An inventory adjustment with no goods returned (no adjustment to stock is made).
An inventory adjustment with returned goods (stock is adjusted).

All returns produce a journal entry containing the accounts receivable and return sales accounts. A return where goods are returned also produces an entry containing the inventory and cost of goods sold returns accounts. For more information, see Return Orders FAQ.

For database information for this window, see Return Code Maintenance Database Information.

Creating Return Codes

To create a return code:

Click the New button in the ribbon.
Enter the return code in the Return Code field.
Enter a brief description of the return code in the Short Description field.
Enter a detailed description of the return code in the Detailed Description field.
Enter account masks for the return code.
Click the OK button in the ribbon. The return code is created.

Updating Return Codes

To update a return code:

Enter the return code in the Return Code field.
Click the Update button in the ribbon.
Edit the return code.
Click the OK button in the ribbon. The return code is updated.

Deleting Return Codes

To delete a return code:

Enter the return code in the Return Code field.
Click the Delete button in the ribbon.
Click the OK button in the ribbon. The return code is deleted.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Return Code Maintenance window.
New	Click this button to create a new return code.
Update	Click this button to update the selected return code.
Delete	Click this button to delete the selected return code.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Show Data	Click this button to display return codes on the Inquiry tab. This button is only available if you click the Inquiry tab.
First	Click this button to display the first return code.
Prev	Click this button to display the previous return code.
Next	Click this button to display the next return code.
Last	Click this button to display the last return code.

Fields and Buttons

Field or Button	Description
Return Code	Enter a return code, or click the Lookup button to select a return code.
Short Description	Enter the short description of the return code. This description appears in Lookup windows during order entry.
Display in Browsers	Select this check box to display the return code in Lookup windows. This check box is selected by default.
Detailed Description	Enter a detailed description of the return code. This is informational only, and will not appear on orders.

Main Tab Fields and Buttons

Field or Button	Description
Sales Returns	Enter a sales returns account to use for the return code, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order.
Sales Returns Discount	Enter a sales returns discount account to use for the return code, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order.
Cost of Goods Sold Returns	Enter a cost of goods sold returns account to use for the return code, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order.
Inventory	Enter an inventory account to use for the return code, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order.
Returns Expense	Enter a returns expense account for the return code, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. For more information, see Account Resolution Order.
Return Type	Select one of the following options: Internal Processing Error - This indicates that the return is being processed because of an internal problem (warehouse picked and shipped the wrong product, customer service entered the wrong product code, etc.) Customer Initiated Return - The customer is returning the product for reasons other than an internal error.
Include in bookings	Select this check box to include returns for the return reason code in bookings.
Profit Category Code	Enter a scorecard profit category code for the return code, or click the Lookup button to select a scorecard profit category code. For information on setting up scorecard profit category codes, see Scorecard Profit Category Maintenance.
Profit Subcategory Code	Enter a scorecard profit subcategory code for the return code, or click the Lookup button to select a scorecard profit subcategory code. For information on setting up scorecard profit subcategory codes, see Scorecard Profit Category Maintenance.

Inquiry Tab Fields and Buttons

Field or Button	Description
Return Codes	This grid displays return code information for all return codes after you click the Show Data button in the ribbon. Double-click a return code to select it.