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Required Fields for Entering Returns

The following tables show the fields for which you must provide values when entering a return. You can achieve this by defaulting information according to your standard value rule sets, as well as by entering values in the Returns window, copying data from an existing order or return, or using OrderImport.

See Also

Defining Standard Value Rule Sets

Overview of Sales Orders

Copying Orders

Overview of Returns

OrderImport

Return Header

Attribute When required
Customer Name or Number Entry
Return Number Entry (system-generated)
Return Type Entry
PO Number If Return Type requires
Return Date Entry
Entry Status Entry (optionally defaults based on profile option OE: Default RMA Status)
Salesperson Entry
Price List Entry
Currency Entry (system-generated)
Conversion Type If Currency entered is not your functional currency
Conversion Date If Conversion Type entered is User
Conversion Rate If Conversion Type entered is User
Tax Control Status Entry (defaults to Standard)
Tax Exemption Certificate If Tax Control Status is Exempt
Tax Exemption Reason If Tax Control Status is Exempt
Accounting Rule (must use standard value rule set to provide defaulting) Booking
Table 1 - 21. Return

Return Line

Attribute When required
Number Entry
Reference Number If Reference Type is entered
Reference Line If Reference Type is entered
Item Entry
UOM Entry
Return Quantity Entry
Return Reason Entry
Credit Price Entry
Warehouse Entry
Date Expected Entry
Tax Code Entry
Table 1 - 22. Line

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