Defining Return Line Reference Information
Oracle Order Entry/Shipping provides many ways to speed data entry. If you have Oracle Receivables installed, you can reference an invoice if you know the invoice number and line number. You can also reference a sales order or purchase order. Referencing these documents provides default information on the return, increasing order entry accuracy and efficiency. See: Required Fields for Entering Returns.
To define reference information for a return line:
1. Navigate to the Returns window.
2. Enter header information for a new return or query an existing return. See: Overview of Returns.
3. Navigate to the Reference lines alternative region.
4. Enter a line number or accept the default.
Oracle Order Entry/Shipping automatically supplies a default value of 1 if this is the first line to be entered on the return. If you enter another line number or if there are existing lines on the return, Oracle Order Entry/Shipping automatically increments subsequent lines by one.
5. Optionally enter a reference type for this return line.
Oracle Order Entry/Shipping uses the reference to provide default information for the Credit to Invoice, Item, Pricing Attributes, Quantity, Unit and Credit Price fields, and copies order and line price adjustments and line sales credits from the reference to the return at the line level.
Invoice: References an invoice. You must have Oracle Receivables installed to choose this option.
Purchase Order: References a sales order line using the customer's purchase order number.
Sales Order: References a sales order.
If you enter a reference type, you must enter a number and line in the Reference Number and Line fields.
6. If you entered a reference type, enter an invoice, purchase order, or sales order number for the returning item.
The choices shown in the list of values for this field are limited by the customer you entered in the return's header. If you have the profile option OE: Customer Relationships set to Yes, you can also choose a reference source for any related customer.
7. If you entered a reference type, enter the invoice, purchase order, or sales order line number for the returning item.
8. Select a returnable Item for this return line.
The item must have the Returnable inventory item attribute set to Yes. Oracle Order Entry/Shipping validates the item against inventory items you have defined. Item information displays automatically if you referenced an invoice, purchase order, or sales order and order line.
Attention: Items that appear in the list of values for references include those on orders that have been booked but not necessarily shipped. Since some of these items may not need to be shipped, they might not be shippable items, or shipping may not be a part of the order cycle, but you may still want to authorize return of these items.
9. Enter the item's unit of measure.
10. Enter the quantity of the item to return.
11. Enter a reason explaining why the customer is returning this item.
You can choose from the Credit Memo Reason QuickCodes that you defined in the Receivables QuickCodes window. If you create a credit memo in Oracle Receivables from this return line, this reason will also be the Credit Memo Reason.
See Also
Defining Items
Defining Receivables QuickCodes
Overview of Returns
Returns Special Menu
