Return Order Credit Memo Authorize

Menu Path: Warehouse Management $Images\bluerarw.gif$ Receipt Processing $Images\bluerarw.gif$ Return Orders $Images\bluerarw.gif$ Return Order Credit Memo Authorize

Alternate Menu Path: Customer Service $Images\bluerarw.gif$ Invoice Processing $Images\bluerarw.gif$ Return Order Credit Memo Authorize

Purpose

Adjust unit price and price adjustment if necessary.
Add or update additional charges for orders or line items.
View return orders.

Overview

Use Return Order Credit Memo Authorize to make any necessary adjustments to the unit price of the items or, apply additional charges to the order before posting. After an order is posted, you cannot make changes to the order. You can also use Return Order Credit Memo Authorize to view return orders. For more information on return orders, see Return Order Process Flow.

You can review a return order as many times as you want prior to completion. After the return receipt is completed as a credit memo, it will no longer appear in Return Order Credit Memo Authorize.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Return Order Credit Memo Authorize window.
OK	Click this button to accept changes made to an order or line item.

Fields and Buttons

Field or Button	Description
Customer Code	Enter a customer code to filter return order and return ticket numbers when you click the Lookup buttons for the Order Number or Return Ticket # fields, or click the Lookup button to select a customer.
Customer Name	Enter a customer name to filter return order and return ticket numbers when you click the Lookup buttons for the Order Number or Return Ticket # fields, or click the Lookup button to select a customer.
Order Number	Enter a return order number to filter return ticket numbers when you click the Lookup button for the Return Ticket # field, or click the Lookup button to select a return order number. You can also click the second Lookup button to select a return order number from a list of orders with authorized return tickets.
Currency	This field displays the currency of the return ticket entered in the Return Ticket # field.
Return Ticket #	Enter a return ticket number, or click the Lookup button to select a return ticket. The return ticket number is assigned to the return order in Return Order Receiving Entry. If you enter a customer and order number, only the relevant return tickets display in the Lookup window, when you click the Lookup button. Nothing displays on the Items or Additional Charges tab until you enter a return ticket number in this field. You can also click the second Lookup button to select a return ticket from a list of authorized return tickets.
View Order	Click this button to display Line Items, which allows you to view information about line items on the return order.

Items Tab Fields and Buttons

Field or Button	Description
Shipping Location	This field displays the shipping location name for the selected return order.
Item Charges	Click this button to display Additional Charge Entry, which allows you to add additional charges for the selected line item.
Line Items	This grid displays information about line items for the selected return order, including the return code, disposition code, if the product will be restocked, quantity returned, unit of measure, unit price, price adjustment, extended price, product code, product name, and if the product was entered in the warehouse. You can enter a new unit price and price adjustment for each line item. Double-click a line item to display Line Items, which allows you to view information about line items on the return order.

Additional Charges Tab Fields and Buttons

Field or Button	Description
Type	Enter the type of additional charge, or click the Lookup button to select an additional charge type. For information on setting up additional charge types, see Order Entry Additional Charge Maintenance.
VAT Taxable	Select this check box if VAT is assessed for the additional charge. This check box is selected by default if the order is VAT taxable, and is disabled if the order is not VAT taxable.
VAT Exempt Reason Code	If the additional charge is not VAT taxable and the order is being shipped to a VAT-taxable country, enter an active VAT exempt reason code to explain why the additional charge is exempt from VAT, or click the Lookup button to select a VAT exempt reason code. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance.
Amount/Percentage	The Amount or Percentage radio button is selected based on the additional charge type.
Amount/Percent	Enter the amount or percentage of the additional charge.
Effect on Order	Select how the additional charge affects the order.
VAT Amount	This field displays the amount of VAT for the additional charge, which is equal to the VAT rate for the additional charge multiplied by the amount of the additional charge.
VAT-Inclusive Amount	This field displays the sum of the additional charge amount and the VAT amount.
Enter	Click this button to enter the additional charge.
Additional Charges	This grid displays all additional charges for the return ticket.
Delete	Click this button to delete the additional charge selected in the Additional Charges grid.
Total Charges	This field displays the total positive or negative amount to be applied to the return ticket.