Return Order Management

Menu Path: Customer Service $Images\bluerarw.gif$ Order Processing $Images\bluerarw.gif$ Return Order Management

Purpose

View return order line items.

Overview

Use Return Order Management to display return order line items based on selected criteria. You can filter the displayed line items by billing customer, customer, return order number, customer purchase order number, shipping/sales location, order/required date, return order class, and order status.

Using Return Order Management

To use Return Order Management:

Select filter criteria for the return orders for which you want to display line items.
Click the Show Data button in the ribbon. The Results tab displays the return order line items that meet the criteria you selected in step 1.
Click the ribbon buttons to display/update additional order information, enter information for user-defined fields, or create a replacement sales order for a return order line item.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Return Order Management window.
Show Data	Click this button to display data on the Results tab based on selected criteria.
Order Inquiry	Click this button to display Order Entry, which allows you to view information for the selected line item. This button is only available if the Results tab is displayed.
Order Relationship Inquiry	Click this button to display Order Relationship Inquiry, which allows you to view the relationship between orders, pick demands, invoices, and purchase orders. This button is only available if the Results tab is displayed.
Line Item User Defined Fields	Click this button to display Line Item User Defined Fields, which allows you to view and enter data for user-defined fields associated with the selected line item. This button is only available if the Results tab is displayed.
Replacement Sales Order Create	Click this button to display Replacement Sales Order Create, which allows you to create a replacement sales order for the selected line item. This button is only available if the Results tab is displayed and only enabled if a replacement sales order is allowed for the selected line item.
Notes	Click this button to display Notes Entry, which allows you to view notes for a selected return order. The icon for this button includes a check mark if notes exist for the selected line item. This button is only available if the Results tab is displayed.
Remarks	Click this button to display Remark Entry, which allows you to view remarks for a selected return order. The icon for this button includes a check mark if remarks exist for the selected line item. This button is only available if the Results tab is displayed.

Select Tab Fields and Buttons

Field or Button	Description
All Billing Customers	Select this check box to display return order line items for all billing customers. This check box is selected by default, and is only enabled if the All Customers check box is selected.
Billing Customer Code	Enter a billing customer code for which to display return order line items, or click the Lookup button to select a billing customer code. This field is only enabled if you clear the All Billing Customers check box.
Name (Billing Customer)	Enter a billing customer name for which to display return order line items, or click the Lookup button to select a billing customer name. This field is only enabled if you clear the All Billing Customers check box.
All Customers	Select this check box to display return order line items for all customers. This check box is selected by default, and is only enabled if the All Billing Customers check box is selected.
Customer Code	Enter a customer code for which to display return order line items, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box.
Name (Customer)	Enter a customer name for which to display return order line items, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box.
All Return Orders	Select this check box to display return order line items for all return orders. This check box is selected by default.
Return Order #	Enter a return order number for which to display return order line items, or click the Lookup button to select a return order number. This field is only enabled if you clear the All Return Orders check box.
All Customer POs	Select this check box to display return order line items for all customer purchase orders. This check box is selected by default.
Customer PO #	Enter a customer purchase order number for which to display return order line items, or click the Lookup button to select a customer purchase order number. This field is only enabled if you clear the All Customer POs check box.
All Shipping Locations	Select this check box to display return order line items for all shipping locations. This check box is selected by default.
Shipping Location	Enter a shipping location prefix or name for which to display return order line items, or click the Lookup button to select a shipping location prefix or name. These fields are only enabled if you clear the All Shipping Locations check box.
All Sales Locations	Select this check box to display return order line items for all sales locations. This check box is selected by default.
Sales Location	Enter a sales location prefix or name for which to display return order line items, or click the Lookup button to select a sales location prefix or name. These fields are only enabled if you clear the All Sales Locations check box.
All Order Dates	Select this check box to display return order line items for all order dates. This check box is selected by default.
From (Order Date)	Enter the first order date in a range of order dates for which to display return order line items, or click the drop-down arrow to select an order date. This field is only enabled if you clear the All Order Dates check box.
To (Order Date)	Enter the last order date in a range of order dates for which to display return order line items, or click the drop-down arrow to select an order date. This field is only enabled if you clear the All Order Dates check box.
All Required Dates	Select this check box to display return order line items for all required dates. This check box is selected by default.
From (Required Date)	Enter the first required date in a range of required dates for which to display return order line items, or click the drop-down arrow to select a required date. This field is only enabled if you clear the All Required Dates check box.
To (Required Date)	Enter the last required date in a range of required dates for which to display return order line items, or click the drop-down arrow to select a required date. This field is only enabled if you clear the All Required Dates check box.
All Return Order Classes	Select this check box to display return order line items for all return order classes. This check box is selected by default.
Return Order Class	Enter a return order class for which to display return order line items, or click the Lookup button to select a return order class. This field is only enabled if you clear the All Shipping Locations check box.
List (Return Order Classes)	Click this button to display Return Order Class List, which allows you to select return order classes for which to display return order line items. This button is only enabled if you clear the All Return Order Classes check box. If you click this button and select return order classes, the check box to the right of the button is selected.
Order Status	Select whether to display return order line items for open orders, closed orders, or both open and closed orders.
Address Type	Select whether to display bill-to or ship-to address information for each return order line item.

Results Tab Fields and Buttons

Field or Button	Description
Return Order Line Items	This grid displays return order line items based on the criteria selected on the Select tab after you click the Show Data button in the ribbon. Use the ribbon buttons to display or edit information for a selected return order line item.
Return Order Line	This field displays the total number of displayed return order line items.
Return Amount	This field displays the total amount of displayed return order line items.