TRAX MANUALS > Customer Orders > Customer Orders Module > Customer Orders, Update Menu > Sales Order Return

Sales Order Return

The Sales Order Return process allows the user to return a part into the system that was previously sold to a customer. In the Sales Order Return process, the system automatically creates a sales order return. This created Sales Order Return can be viewed/edited via the Sales Order Return option. The option allows the user to view the list of the pending sales returns before the part has been received via the Receiving module. (See process overview below.) This window is composed of a header level and a detail level.

The following tabs and buttons are available at the header level.

For more information on the options in the detail level, refer to the Sales Order Return Detail.

S/O Return Process Overview:

The Sales Order Return process allows the user to return a part into the system that was previously sold to a customer. The appropriate G/L accounts are automatically updated by the system throughout the process. The Sales Order Return Process includes several steps which are outlined below:

1. The sales order is created for the part (known as a customer order in the system). This is done via Customer Order/Update/Customer Order.
2. The picklist is created for the part via Customer Order/Update/Customer Order.
3. The picklist is issued for the part via Inventory/Update/Inventory Transaction.
4. The customer decides to return the part to the user.
5. The creation of the Sales Order Return is initiated with the Return From Customer button via Inventory/Update/Inventory Transaction. The customer order (SO) number and the line number of the part being returned is required. The shipping location and the quantity returned is also required. When processing a Return From Customer, note that the Unit Cost field will always populate with the cost as defined in the P/N Costing Method [Average, Actual (FIFO Only), or Standard Cost]. P/N Costing Method is set up in Settings/Explorer/System Transaction Code/Settings/P/N Category.
6. The system automatically creates a sales order return. This can be viewed/edited via the Sales Order Return option (Customer Orders/Update/Sales Order Return).
7. The part is received via the Receiving module and any receiving inspections can be performed.
8. The system automatically closes the sales order return.
9. If required, the invoice can be reprinted by going to Customer Orders/Print/Customer Orders Invoice Reprint.

Note: Please refer to the appropriate manuals for additional information regarding each step if required.