Defining Return Line Credit Information
To define credit information for a return line:
1. Navigate to the Credit lines alternative region in the Returns window.
Any line number, item, unit of measure, and quantity information you entered in the Reference alternative region defaults to the Credit region.
If you referenced an invoice, purchase order, or sales order, you cannot override the unit of measure. You can override the quantity if the customer is returning only a portion of the original order amount. You cannot increase the quantity; if the customer is returning additional quantity of the item from another order, you must enter a separate line.
2. Optionally enter a pricing attribute for the item.
Oracle Order Entry/Shipping validates the pricing attribute against the values defined for the Pricing Attributes Descriptive Flexfield during Oracle Order Entry/Shipping setup. The pricing attribute defaults if you reference an invoice, purchase order, or sales order that provides this information. If you enter a return reference, you cannot change the pricing attribute values.
3. If you entered a sales order or purchase order reference, enter the invoice on which to credit the return.
Oracle Order Entry/Shipping displays the invoice number if you referenced an invoice. The invoices that appear in the list of values are those associated with the reference sales order or purchase order. If you enter a credit-to-invoice after having referenced a sales order or purchase order reference, the quantity may change to match the quantity on the corresponding invoice line.
If you enter a credit-to invoice number, or if one defaults:
- If the order cycle on the return includes the Receivables Interface, Oracle Order Entry/Shipping generates a credit memo.
- Oracle Receivables' AutoInvoice automatically reverses the sales credit quota for the original salespeople for the invoice line.
If you leave this field blank:
- Oracle Order Entry/Shipping issues an on-account credit if the order cycle on the return includes the Receivables Interface.
4. Enter the credit price.
If you referenced an invoice, purchase order, or sales order, Oracle Order Entry/Shipping calculates the credit price for this return line by applying any applicable return or return line price adjustments from the original sales order to the original selling price. If you did not use a reference, the credit price is calculated by determining the list price associated with the return price list, item, pricing attributes, unit and quantity, and any price adjustments for the return or the line. If the item is not on the price list for the return, you can enter a price manually.
See Also
Overview of Returns
Returns Special Menu