1. Create a sales batch : go to Sales / transactions / Sales Batch
2. Go to transactions
3. 
4. Type/Type ID = Return / Return
5. Document No : Auto populate
6. Customer ID = select the cust number
7. Date = return date
8. Go to Additional and select Create Return
9. 
10. Type ID = RTN
11. Reason Code = you can create reason codes if you want (not a required field)
12. Customer ID = This will populate from the header
13. Origin / Sales Document = use the look up to select the sales document
14. Select the document id and select
15. heck the items that you want to return you do not have to mark everything
16. You can also change the Return Quantity if only a partial return
17. Select post
18. Save the return
19. Close the Sales transaction entry window
20. Open the Sales batch / Sales / transactions / Sales Batches
21. Select the return batch
22. 
23. Post
24. Apply the return to the original invoice
25. Sales / Transactions / Apply Sales Documents
26. Customer ID = The customer you entered the return under
27. Type = Returns
28. Document No = User the lookup and select the return that you created
29. In the bottom select the invoice that the return is for
30. Select OK
31. This process simply removed the receivable from the customer these steps do not open the original Sales order. Once a Sales order is processed to an invoice there is no way to open that order.
32. To create a new invoice for the correction you can copy the Sales order into a new order for what was returned and create a new invoice from there.
33. Open the Sales batch / Sales / transactions / Sales Batches
34. Create a new batch for the new order
35. Select transactions
36. Type / type id = Order /
37. Document No = auto fill
38. Customer ID = the customer for the order
39. Date = order date
40. Go to Actions / Copy
41. 
42. Document Number = the order you want to copy
43. Mark any info on the bottom that you want to copy over
44. Select Copy
45. The order will be created
46. You will see a yellow triangle on the lines under qty ordered
47. You need to open the blue arrows to expand the item detail and if you do not need to purchase the item you can put the qty to invoice = qty ordered and qty fulfilled = qty ordered. If you want to purchase these items you can make qty to invoice = 0 qty to back order = qty ordered.
48. Save your SO
49. You now have a SO that you can purchase / invoice
Have questions or need support? Contact our consultants at 301.360.0001.
by KTL Solutions