1. In the Search box, enter Sales Return Orders, and then choose the related link.

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

3. Fill in the No. field. You can do this in several ways, depending on how you have set up your numbering system.

4. In the Sell-to Customer No. field, enter the customer number.

5. In the External Document No. field, enter the customer's reference number.

6. You can either fill the lines manually, or, if you want to copy information from other documents, you have two options for filling the lines automatically:

   • You can use the Copy Document batch job to copy an existing document to the return order. Use this function to copy the entire document. It can be either a posted document or a document that is not yet posted. This function only enables exact cost reversing when exact cost reversing is set up as mandatory in the sales and receivables setup.
     
   • You can use the Get Posted Document Lines to Reverse function to copy one or more posted document lines from one or more posted documents. This function always exactly reverses the costs from the posted document line, regardless of whether exact cost reversing is set up as mandatory in the sales and receivables setup.
     When you use either of these functions, a link is created to the original item ledger entries in the Appl.-from Item Entry field to ensure that the costs are copied from the original posted document. If the line has item tracking, the Appl.-from Item Entry field is filled in on the item tracking line or lines instead of on the document line. For more information, see How to: Assign Exact Cost Reversing in Sales.
     

7. In the Return Reason Code field, select the reason for the return.

If the location on the sales return order line is set up to require bins, but not to require put-away processing, you can assign a bin code on the line to indicate where the item should be placed when it arrives at the location.

Tasks

Concepts