11 Return to Vendor

You can create a new return or view/edit an existing Return to Vendor (RTV). You can create, edit, and dispatch returns from the store directly to a vendor. If there is unavailable stock for a returned item, you have the option to use items from unavailable stock for the return. A completed (shipped) return decreases available/unavailable stock on hand.

You can also prepare and print a bill of lading (transport document) to accompany a return.

The RTV document indicates the intention of the shipment. External merchandising systems can create the RTV document which needs to be approved in SIM. The RTV document can also be created within SIM. At approval time, the RTV document updates the reserved quantities in the store.

The RTV shipment enables multiple users to prepare containers for shipping together to the vendor. The shipping document is separate from the RTV request and approval document. An RTV shipment can be created without an RTV document/request being created. Only a single RTV document can be associated to a single RTV shipment. Unavailable and available can be mixed in the same container. This facilitates shipping out of inventory, since the retailer does not have to be concerned about post-processing.

This chapter covers the following buttons on the Main Menu:

• RTV

• RTV Shipment

RTV

RTV List Window

Navigate: Main Menu > Shipping/Receiving > RTV. The RTV List window opens. The RTVs associated to the user's location are listed.

Figure 11-1 RTV List Window

The RTV List window displays the following information about returns:

Column	Description
RTV ID	SIM identifier for the return
External ID	Identifier supplied by an external system
Authorization	Authorization number, if required for returns
Supplier	ID and name of the Supplier
Not After Date	Date after which an RTV document cannot be dispatched
Status	Current status of the return: RTV In Progress – The request is being worked on, but it is not yet approved. It has been saved. Requested – Return request was received from the merchandising system, but not yet processed by a SIM user. Request in Progress – Return request received from the merchandising system is being worked on. Rejected – RTV request was rejected and information sent back to the merchandising system. Approved – The RTV is ready to be shipped. Canceled Request – The return request was cancelled. Canceled RTV – The return request was cancelled. It was cancelled from a shipment or after approval. In Shipping – The RTV has a shipment against it with at least a one container saved or confirmed. Completed – RTV is shipped.
Total SKUs	Total number of SKUs in the RTV document

From the RTV List window, you can do the following:

• Filter the RTV List

• Create an RTV

• Edit or View an RTV

• Print a Return Report

• Delete an RTV

From the RTV List window, click Back to return to the Shipping/Receiving menu.

Filter the RTV List

At any time while the RTV List window is open, you can click Filter to change how the list is filtered.

Current filtering is displayed next to the Filter button. If no filtering is displayed, all items are currently selected and listed.

To change how the list is filtered:

1. Click Filter. The RTV List Filter window opens.

   Figure 11-2 RTV List Filter Window

   
   

2. If you want to reset all filtering criteria to the default values, click Reset.

3. Enter or select filtering criteria as needed to select just the RTVs you want to list. All criteria are optional. If you leave a field blank or select All, all values will be included in your filtering selection.

   RTV ID –Enter the complete number generated by SIM for the return.

   RTV External Id – Enter the external identifier of the return (supplied by an external system) to locate a particular return.

   Auth Number – Enter the complete authorization number of the return.

   Supplier – Use this field to select returns to a supplier. Enter or look up the Supplier ID.

   In the Supplier Lookup window, locate and select the supplier you want. Click Apply to return to the List Filter window. See ”Supplier Lookup” in Chapter 20 for more information.

   Item – Enter or look up the Item ID.

   In the Item Lookup window, locate and select the item you want. Click Apply to return to the Item Request Filter window. See ”Item Lookup” in Chapter 20 for more information.

   Status – Select a status from the drop-down list. The default is Active.

   Reason – Select a reason from the drop-down list.

4. Click Apply. The results that match your search criteria are displayed in the RTV List window.

Create an RTV

Create an RTV to return items to a supplier. Unavailable or available stock may need to have a return created.

Navigate: Main Menu > Shipping/Receiving > RTV. The RTV List window opens.

To create a return, follow these steps:

1. Click Create. The RTV Create window opens.

   Figure 11-3 RTV Create Window

   
   

2. Enter the details on the return:

   1. In the Supplier field, enter a supplier or click the Ellipsis button to look up a supplier. See ”Supplier Lookup” in Chapter 20 for more information.

   2. In the Not After Date field, enter the date or use the Calendar button to select a date. When the selected date is reached, the RTV can no longer be shipped.

   3. In the Auth Number field, enter the authorization number to help you track the return.

   4. In the Return Type field, select the return type from the drop-down list.

3. Click Apply. The RTV Detail window opens.

   Figure 11-4 RTV Detail Window

   
   

4. To add an item, click Add Item, or click Scanner to scan the item. See ”Scan an Item (Scanner Button)” in Chapter 2 for more information.

5. For each item that you want to add to the return:

   1. In the Item field, enter the item ID, or click the Ellipsis button to look up the item. See ”Item Lookup” in Chapter 20 for more information. or click Scanner to scan the item. See ”Scan an Item (Scanner Button)” in Chapter 2.

   2. Update the following fields as needed:

      Unit of Measure – Select the UOM from the drop-down list.

      Default Reason – Select the default reason for which you are returning the items from the drop-down list.

      
      

      Note: These are only displayed for reason codes with an inventory status to take inventory from unavailable stock. Will display only if the system is configured for sub-buckets.

      
      

      Reason – If you do want to use the default reason for an item, select the reason that you are returning the item from the Reason drop-down list.

      Sub-bucket – Displays what is associated with the reason code.

      Unavailable – Will display a Yes if the reason has an inventory status for unavailable stock. Will display a No if the reason has an inventory status for available stock.

      UOM – From the quantity of items, expressed in the drop-down list, select the selected unit of measure, that you are returning.

      UIN Qty – If an item requires unique identification numbers (UIN), this field displays the number of items for which UINs have been scanned or entered. See ”Update UINs for a Return."

      Approved – Based on the selected unit of measure, enter the number you approve for return.

   3. If you want to add another item, click Add Item. A new blank line is displayed. Or click Scanner to scan the item. See ”Scan an Item (Scanner Button)” in Chapter 2 for more information.

6. Click Info. The RTV Info window opens.

   Figure 11-5 RTV Info Window

   
   

   1. Complete the fields that are enabled:

      Not After Date – Enter or select the date after which the return request cannot be dispatched.

      Auth Number – Enter the authorization number for the return.

   2. Click Save. You return to the RTV Detail window.

7. To enter any additional information, click Notes. The RTV Notes window opens. For each note, enter your information and click Save. When you have finishing entering notes, click Apply.

8. Save or approve the RTV:

   1. Click Save to save the information that you entered so you can update or approve the RTV at a later time. You return to the RTV List window.

   2. Click Approve to approve the RTV. You return to the RTV List window.

Edit or View an RTV

You can view any RTV record, and you can update in-progress returns when necessary.

Navigate: Main Menu > Shipping/Receiving > RTV. The RTV List window opens.

To edit or view a return, follow these steps:

1. If you want to limit which RTVs are listed, filter the list. See ”Filter the RTV List."

2. Select the RTV that you want to edit or view. The RTV Detail window opens.

3. Update enabled fields as needed:

   Sub-bucket – The sub-bucket will display what is associated with the reason code.

   
   

   Note: These are only displayed for reason codes with an inventory status to take inventory from unavailable stock. This will display only if the system is configured for sub-buckets.

   
   

   Unit of Measure – From the drop-down list, select the UOM.

   Default Reason – Select the default reason why you are returning the items from the Default Reason drop-down.

   Reason – Select the reason that you are returning a specific item from the Reason drop-down.

   UIN Qty – Update UINs for the return as needed. See ”Update UINs for a Return.”

4. Add or remove items as needed. See ”Create an RTV” for more information about adding and deleting return items.

5. If needed, update bill of lading (BOL) information. See ”Create an RTV Shipment” for more information about updating BOL information.

6. To submit the return, click Submit. You receive a prompt to verify that you want to submit the return now. Click Yes.

7. To dispatch the return immediately, click Dispatch. You receive a prompt to verify that you want to dispatch the return now. Click Yes. For more information about dispatching a return, see ”Dispatch a Return."

   
   

   Note: Submit will be available if system is configured as such. If it is configured to submit, you will only have a submit or a dispatch. You cannot have both at the same time. It will require that you submit in order to dispatch. Once you submit, then you will be able to dispatch.

   
   

   If you do not want to dispatch the return, click Save. The return is saved until it is dispatched. You return to the RTV List window.

Update UINs for a Return

If unique identification numbers (UIN) are required for the items in a return, the UINs must be scanned or entered manually.

To enter UINs for the delivery, see "Updating UINs".

Print a Return Report

You can view or print a return report.

Navigate: Main Menu > Shipping/Receiving > RTV. The RTV List window opens.

To print one or more return reports, follow these steps:

1. Select the returns for which you want to print reports.

2. Click Print. The Report Selection window opens.

   
   

3. In the Printer field, double-click and select the printer or other output device for the report.

   (See ”Print or View SIM Reports and Other Output” in Chapter 2 for general information about SIM report output.)

4. Click OK. You receive a message that the report was printed.

5. Click OK to return.

Delete an RTV

Delete a return record if you are cancelling the RTV.

Note: You can delete an RTV only if it has not been approved.

Navigate: Main Menu > Shipping/Receiving > RTV. The RTV List window opens.

To delete a return:

1. Select the return that you want to delete. The RTV Details window opens.

2. Click Delete. A message is displayed: ”Are you sure you want to delete the RTV?”

3. Click Yes. The status of the RTV is updated to Canceled RTV. The return is displayed in the RTV List in cancelled RTV status.

RTV Shipment

RTV Shipment List Window

Navigate: Main Menu > Shipping/Receiving > RTV Shipment. The RTV Shipment List window opens.

Figure 11-6 RTV Shipment List Window

The RTV Shipment List window displays the following information about returns:

Column	Description
ID	SIM identifier for the return
Authorization	Authorization number, if required for returns
Supplier	ID and name of the Supplier
Not After Date	Date after which a return request cannot be dispatched (supplied by an external system)
Status	Current status of the return shipment: New – A shipment header has been created. In Progress – The request has been saved. Submitted – All containers and items are defined for the shipment. The shipment is ready for shipping. Shipped – The return has been shipped through the carrier. Cancelled – The shipment has been cancelled.
Total Container SKUs	Total number of SKUs added in individual containers

From the RTV Shipment List window, you can do the following:

• Filter the RTV Shipment List

• Create an RTV Shipment

• Edit or View an RTV Shipment

• Dispatch a Return

• Print a Bill of Lading

• Delete an RTV Shipment

From the RTV Shipment List window, click Back to return to the Shipping/Receiving menu.

Filter the RTV Shipment List

At any time while the RTV Shipment List window is open, you can click Filter to change how the list is filtered.

Current filtering is displayed next to the Filter button. If no filtering is displayed, all items are currently selected and listed.

To change how the list is filtered:

1. Click Filter. The RTV Shipment List Filter window opens.

   Figure 11-7 RTV Shipment Filter Window

   
   

2. If you want to reset all filtering criteria to the default values, click Reset.

3. Enter or select filtering criteria as needed to select just the RTV shipments you want to list. All criteria are optional. If you leave a field blank or select All, all values will be included in your filtering selection.

   ID – Enter the complete number generated by SIM for the shipment.

   Supplier – Use this field to select returns to a supplier. Enter or look up the Supplier ID.

   In the Supplier Lookup window, locate and select the supplier you want. Click Apply to return to the List Filter window. See ”Supplier Lookup” in Chapter 20 for more information.

   Item – Enter or look up the Item ID.

   In the Item Lookup window, locate and select the item you want. Click Apply to return to the Item Request Filter window. See ”Item Lookup” in Chapter 20 for more information.

   Auth Number – Enter the complete authorization number of the return.

   Not After Date – Enter the date before which the shipment needs to shipped.

   Status – Select a status from the drop-down list. The default is Active.

   Reason – Select a reason from the drop-down list.

4. Click Apply. The results that match your search criteria are displayed in the RTV Shipment List window.

Create an RTV Shipment

Create an RTV Shipment to return items to a supplier. Unavailable or available stock may need to have a return created.

Navigate: Main Menu > Shipping/Receiving > RTV Shipment. The RTV Shipment List window opens.

To create a shipment, follow these steps:

1. Click Create. The RTV Shipment Create window opens.

   Figure 11-8 RTV Shipment Create Window

   
   

2. Enter the details on the return:

   1. In the Supplier field, enter a supplier or click the Ellipsis button to look up a supplier. See ”Supplier Lookup” in Chapter 20 for more information.

   2. In the Not After Date field, enter the date or use the Calendar button to select a date. When the selected date is reached, the RTV can no longer be shipped.

   3. In the Auth Number field, enter the authorization number to help you track the return.

   4. In the Return Type field, select the return type from the drop-down list.

3. Click Apply. The RTV Shipment Detail window opens.

   Figure 11-9 RTV Shipment Detail Window

   
   

4. To create a container, click Create Container. The RTV Shipment Container Detail window opens.

   Figure 11-10 RTV Shipment Container Detail Window

   
   

5. Update bill of lading (BOL) information:

   1. Click BOL. The BOL Detail window opens.

      Figure 11-11 BOL Detail Window

      
      

   2. Update the following fields as needed:

      Address Type – The primary mailing address is selected by default. If there are multiple addresses, select the address type to which you want to ship the return. (You can also enter a different new address in the Alternate Destination Address field.)

      Motive – Select a value from the drop-down list.

      Tax ID – If this field is blank, enter the tax ID for the supplier.

      Carrier – Select the type of Carrier. Select other pertaining information if necessary, including Service.

      Weight – Weight of package if required per the service.

      Package Type – Select the type of package for the shipment.

      Requested Pickup Date – Enter or select the date when you want the return picked up.

      Tracking ID – Enter a tracking ID number.

   3. Click Save.

      
      

      Note: Depending on the deployment of SIM and backend applications, it is possible for the tracking ID field will be filled in automatically by a Manifest system when submitting or dispatching. Check the Oracle Retail Store Inventory Management Implementation Guide Volume 2 - Integration with Oracle Retail Applications for more information.

      
      

6. To update the Extended Attributes, select a row and click Ext. Attributes. The Extended Attributes window opens. This window captures additional information about an item.

   Figure 11-12 Extended Attributes Entry Window

   
   
   
   

   Note: The Extended Attributes Entry window view may vary, depending upon customer chosen attributes.

   
   

   • Enter/select the field options.

   • Click Add Attributes to add the additional attributes to the item.

   • Click Apply to save the changes and return to the previous window.

7. Click Info. The Container Info window opens.

   Figure 11-13 Container Info Window

   
   

   1. Complete the fields that are enabled:

      Package Type – This field is the type of box (small box, large box, and so on). The value can be selected by the user from the drop-down list. If manifesting is being used and when called, the carrier/service may require the package type identified. If manifesting is being used and the package type is not selected when the carrier/service requires, the user is prompted with a message.

      Weight (LBS) – Displays the weight of the package. This field is used by the user to enter in the weight for the package (shipment). It defaults to blank.

      The weight is editable. It is not dependent on the Carrier Type or Carrier. If Manifesting is being used (store admin), and if the carrier/service is configured to require weight (as defined in the database), the Weight is required. If Manifesting is being used and the weight is not entered, the user is prompted with a message.

      The weight must be greater than zero. Decimals are allowed. The weight UOM is incorporated into the Weight field label in parentheses, for example, (Lbs).

      Tracking ID – This field is an ID used for tracking the delivery route of a package when it ships. Only a single tracking ID can be entered. When manifesting is being used, the tracking ID is filled in when the information is returned.

   2. Click Apply. You return to the RTV Shipment Detail window.

8. To enter any additional information, click Notes. The RTV Shipment Notes window opens. For each note, enter your information and click Save. When you have finishing entering notes, click Apply.

9. Save or dispatch the RTV Shipment:

   1. Click Save to save the information that you entered so you can update or approve the RTV Shipment at a later time. You return to the RTV Shipment List window.

   2. Click Dispatch to dispatch the RTV Shipment. You return to the RTV Shipment List window.

Edit or View an RTV Shipment

You can view any return record, and you can update in-progress RTVs when necessary.

Navigate: Main Menu > Shipping/Receiving > RTV Shipment. The RTV Shipment List window opens.

To edit or view a return, follow these steps:

1. If you want to limit which RTV shipments are listed, filter the list. See ”Filter the RTV Shipment List."

2. Select the RTV shipment that you want to edit or view. The RTV Detail window opens.

3. Update enabled fields as needed:

   Sub-bucket – The sub-bucket will display what is associated with the reason code.

   
   

   Note: These are only displayed for reason codes with an inventory status to take inventory from unavailable stock. This will display only if the system is configured for sub-buckets.

   
   

   Unit of Measure – From the drop-down list, select the UOM.

   Default Reason – Select the default reason why you are returning the items from the Default Reason drop-down.

   Reason – Select the reason that you are returning a specific item from the Reason drop-down.

   UIN Qty – Update UINs for the return as needed. See ”Update UINs for a Return."

4. Add or remove items as needed. See ”Create an RTV Shipment” for more information about adding and deleting return items.

5. If needed, update bill of lading (BOL) information. See ”Create an RTV Shipment” for more information about updating BOL information.

6. To submit the return, click Submit. You receive a prompt to verify that you want to submit the return now. Click Yes.

7. To dispatch the return immediately, click Dispatch. You receive a prompt to verify that you want to dispatch the return now. Click Yes. For more information about dispatching a return, see ”Dispatch a Return."

   
   

   Note: Submit will be available if system is configured as such. If it is configured to submit, you will only have a submit or a dispatch. You cannot have both at the same time. It will require that you submit in order to dispatch. Once you submit, then you will be able to dispatch.

   
   

   If you do not want to dispatch the shipment, click Save. The return is saved until it is dispatched. You return to the RTV Shipment List window.

Dispatch a Return

Dispatch a return to complete the return.

Navigate: Main Menu > Shipping/Receiving > RTV Shipment. The RTV Shipment List window opens.

To dispatch a return:

1. Select the shipment from the list. The RTV Shipment Detail window opens.

2. Click Dispatch. A message is displayed: ”Are you sure you want to dispatch the selected returns now?”

3. Click Yes. The return shipment is dispatched.

Print a Bill of Lading

For any return, you can print a bill of lading (transport document) that accompanies the merchandise when it is shipped. You can print the bill of lading at any time; however, if the return is not yet dispatched or if it is cancelled, the bill of lading is marked DRAFT or CANCELLED.

Note: Bill of lading information must be entered or updated when returns are created or updated.

Navigate: Main Menu > Shipping/Receiving > RTV Shipment. The RTV Shipment List window opens.

To print a bill of lading:

1. Select the return shipment for which you want to print a bill of lading.

2. Click Print.

3. Select the RTV Shipment BOL format and the printer.

4. Click Apply.

Delete an RTV Shipment

Delete a return record if you are cancelling the shipment. If a shipment is deleted, the RTV associated with it also gets deleted.

Note: You can delete a return only if it has not been dispatched.

Navigate: Main Menu > Shipping/Receiving > RTV Shipment. The RTV Shipment List window opens.

To delete a return:

1. Select the return that you want to delete. The RTV Shipment Details window opens.

2. Click Delete. A message is displayed: ”Deleting a shipment will also delete all containers. Are you sure you want to delete the shipment?”

3. Click Yes. The status of the shipment is updated to Canceled. The return is displayed in the RTV Shipment List in cancelled status.