Defining Return Header Main Information
You can either enter a return material authorization or use the Copy Order feature in Oracle Order Entry/Shipping to copy existing orders and returns to start a new return. See: Required Fields for Entering Returns.
To define main header information for a return:
1. Navigate to the Returns window, then navigate to the Main header alternative region.
2. Enter a customer name or a customer number.
You can choose active or inactive customers for returns. This allows you to accept returns from customers that no longer place orders with you. If you choose an inactive customer, the locations and addresses selected on the return must still be active. If you do not choose a customer name, you must choose a customer number.
Depending on your customer definition, choosing a customer may default a return type for this return. See: Customers Field Reference.
If you have not previously defined the customer for this return, navigate to the Special menu and choose Quick Customer Entry. See: Entering Customers.
Attention: The GSA check box is checked automatically if you have identified a customer or its bill-to site as a General Services Administration (GSA) customer.
3. Optionally enter a customer contact.
4. Select a return type for the return.
The return type determines characteristics of returns, such as the order cycle, order number source, and price list. After you choose an return type, Oracle Order Entry/Shipping automatically enters the shipment priority and any other default information for the return type. The list of values for this field limits your choices to order types that have no designated order category or that have a Return order category.
5. Enter the purchase order number from the original order.
You must enter a value here if the order type you specified requires a purchase order number. The value in this field defaults to the Reference Number field in the Reference alternative region and defaults Purchase Order to the Reference Type field. If you use the Copy Orders feature to copy the original order's lines to this return, Oracle Order Entry/Shipping uses the original sales order as the reference and defaults all the sales order lines.
6. Enter the request date and return date.
Both dates default to the system date, but you can alter either value to reflect customer wishes. The Request Date value defaults to the Date Expected in the Receiving lines alternative region.
7. Define an entry status.
Status controls when the return is ready to proceed to the next step in the order cycle. You can choose any of the results you have defined for the action Enter. Booked is the only status that designates that you have entered all return information and that the return is ready to proceed. You can use the profile option OE: Default RMA Status to have Oracle Order Entry/Shipping automatically enter a status for this field when you enter a return.
See Also
Overview of Returns
Returns Special Menu
