You can combine return receipts if your customer returns several items that are covered by different sales return orders.

When you receive the items into your warehouse, post the relevant sales return orders as received, thus creating posted return receipts.

When you are ready to invoice this customer, instead of invoicing each sales return order separately, you can create a sales CR/adj note and automatically copy the posted return receipt lines to this document. Then you can post the sales CR/adj note and conveniently invoice all the open sales return orders at once.

To combine return receipts, the Combine Shipments check box must be selected on the Shipping FastTab of the Customer card.

To manually combine return receipts

  1. In the Search box, enter Sales CR/Adj Note, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Fill in the No. field.

  4. In the Sell-to Customer No. field, select the customer who will receive the CR/Adj Note for the returned items.

  5. Choose ActionsAction Menu icon, choose Functions, and then choose Get Return Receipt Lines.

  6. Select the return receipt lines that you want to include in the CR/Adj Note:

    • To insert all lines, select all lines and choose the OK button.
    • To insert specific lines, select the lines and choose the OK button. You can use the Ctrl key to select multiple nonsequential lines.

  7. If an incorrect shipment line was selected or you want to start over, you can simply delete the lines on the CR/adj note and re-run the Get Return Receipt Lines function.

  8. Post the invoice.

Automatically Combining Return Receipts

You can automatically combine return receipts and have the option of automatically posting the CR/adj notes using the Combine Return Receipts batch job.

To create combined return receipts automatically

  1. In the Search box, enter Combine Return Receipts, and then choose the related link. The batch job request window opens.

  2. Fill in the fields to select the relevant return receipts. Select the Post CR/Adj Notes field.

  3. Choose the OK button.

Note
You will need to manually post the CR/Adj Notes if the Post CR/Adj Notes check box was not selected on the batch job.

Removing Received and Invoiced Return Orders

When you invoice return receipts in this way, the return orders from which the return receipts were posted still exist, even if they have been fully received and invoiced.

When return receipts are combined on a CR/Adj Note and posted, a posted sales CR/Adj Note is created for the credited lines. The Quantity Invoiced field on the originating sales return order is updated based on the invoiced quantity.

To remove a received and invoiced return order

  1. In the Search box, enter Delete Invoiced Sales Return Orders, and then select the link.

  2. Specify in the No. filter field which return orders to delete.

  3. Choose the OK button.

Alternatively, delete individual sales return orders manually.

Tip

See Also