Chapter 92: Crediting Returns (WRAC)
Purpose: Use the credit return authorization function to process credits for return authorizations that have already been created and received. You can use this menu option regardless of whether you use the standard or streamlined process.
Note: Misship returns do not display in this menu option, and are not available for crediting.
Additional uses: You can also use this menu option to review information on the return authorization before processing the credit.
Authority: You must have authority to create, receive, and credit a return authorization to use this menu option. The Credit Return Authorization (A34) secured feature controls this authority.
Other options: You can also use the Work with Return Authorizations menu option to perform each step of a return authorization. Also, you can use order maintenance to perform all steps of the return "behind the scenes." You might choose to use the Work with Return Authorization Credits menu option instead of these other options because it allows staff to process a series of credits efficiently.
See Chapter 87: Introducing Return Authorizations for an overview of return authorizations.
Important: You cannot change any of the settings on the return authorization through the Work with Return Authorization Credits menu option; instead, you should use Work with Return Authorizations if you wish to make any changes before processing the credit.
In this chapter:
• First Process RA Credits Screen
• Second Process RA Credits Screen
• Credit All from First Screen
• Credit All from Second Screen
For more information:
• Chapter 89: Working with Return Authorizations: Standard Process
• Chapter 90: Working with Return Authorizations: Streamlined Process
First Process RA Credits Screen
Use this screen to:
• select a return authorization to credit, either in full or for selected items only
• review additional information about return authorizations that have been received into your warehouse but not yet credited
Each return authorization that has been received but not yet fully credited displays on this screen.
How to display this screen: Enter WRAC in the Fast path field at the top of any menu or select Process Return Authorization Credits from a menu.
CSR0253 DISPLAY Process RA Credits 6/15/98 10:35:19 EZK Mail Order
------- Qty/Date -------- Opt ---- RA # ----- Entered Received Credited Customer
Type options, press Enter. 5=Credit Detail 9=Credit All
4248 1 1 2 2 1 302 5/26/98 5/28/98 5/30/98 BEEKUMS INTL ATTN: KAPLAN, ROS 4273 1 1 2 2 1 295 5/29/98 6/04/98 KAPLAN, ELISE Z 4277 1 4 5 5 0 295 6/04/98 6/04/98 6/04/98 KAPLAN, ELISE Z 4284 1 1 1 1 0 524 6/12/98 6/15/98 DODGESON, GEORGE 4488 1 1 1 1 0 317 6/10/98 6/10/98 COMMERCIALWARE ATTN: MUNDI, +
F3=Exit F12=Cancel |
Field |
Description |
RA # (Return authorization number) |
A number that identifies the return authorization, order, and shipping address. On this screen, this number is made up of three segments separated by hyphens: Order number A number to identify an order. Numeric, 7 positions; optional. Ship-to number The number of the shipping address on the order. Numeric, 3 positions; optional. Return authorization number The number of the return authorization against this order number and shipping address. Returns for the same order number and shipping address will appear as separate return authorizations if they were processed separately. Note: If you enter a RA # that has had the credit card pay type deactivated by Security Risk Purge, the following message is displayed: All Pay types for the order are deactivated. Please enter a valid pay type via order maintenance. In that case, you cannot enter the RA # until a valid pay type is entered. See Credit Card Retention Days (K65). Numeric, 3 positions; optional. |
Qty entered (Quantity entered) |
The quantity of the item(s) being returned on this return authorization. Numeric, 5 positions; display-only. |
Date entered |
The date the return authorization was created. Return authorizations can have multiple lines, each entered on separate dates; if so, the most recent date displays. The date entered appears beneath the quantity entered. Numeric, 6 positions (MMDDYY format); display-only. |
Qty received (Quantity received) |
The total number of units received against the return authorization. Numeric, 5 positions; display-only. |
Date received |
The date that the return authorization line was received. Return authorizations can have multiple lines, each received on separate dates; if so, the most recent date displays. The date received appears beneath the quantity received. Numeric, 6 positions (MMDDYY); display-only. |
Qty credited (Quantity credited) |
The number of received units for which a credit was issued. Numeric, 5 positions; display-only. |
Date credited |
The date that a credit was issued. Return authorizations can have multiple lines, each credited on separate dates; if so, the most recent date displays. The date credited appears beneath the quantity credited. Numeric, 6 positions (MMDDYY); display-only. |
Customer number |
This number identifies the customer who placed the order. Scanning on this field is not currently implemented. Numeric, 9 positions; optional. |
Customer name |
The name of the customer. The customer's name, or company name and contact, appear beneath the customer number. Alphanumeric, 30 positions; display-only. |
Screen Option |
Procedure |
Credit return authorization detail lines separately |
Enter 5 next to a return authorization to advance to the Second Process RA Credits Screen. |
Credit the entire return authorization |
Enter 9 next to a return authorization to credit all lines on the return authorization. See Processing Credits. |
Second Process RA Credits Screen
Purpose: Use this screen to issue credit for one or more lines returned against an order. This screen displays items that you have received into your warehouse for the return authorization shown. Items on the return authorization but not yet received do not display.
Issuing credit to return authorizations line-by-line enables you to review item detail on the return authorization before selecting which lines to credit.
How to display this screen: Enter 5 next to a return authorization at the First Process RA Credits Screen. You can also display this screen by selecting a return authorization to credit using Working with Return Authorizations: Standard Process.
CSR0255 DISPLAY Process RA Credits 6/15/98 12:00:43 EZK Mail Order
RA Number . : 4639 - 1 - 4 Customer # : 317 COMMERCIALWARE ATTN: MUNDI, GLORIA Qty Rtn Xch Merchandise ? Ln# Item SKU Rtn'd Rsn Rsn Value
Type options, press Enter. 5=Display 9=Credit Line
1 AU123 1 444 0 10.00 Desc: AUGIE DOGGIE DOLL 2 BE456 2 444 0 13.98 Desc: DACHSHUND BEAN BAG DOLL
F8=Credit all F9=Accept F11=Reject |
.
Field |
Description |
RA # (Return authorization number) |
A number that identifies the return authorization, order, and shipping address. On this screen, this number is made up of three segments separated by hyphens: Order number A number to identify an order. Numeric, 7 positions; display-only. Ship-to number The number of the shipping address on the order. Numeric, 3 positions; display-only. Return authorization number The number of the return authorization against this order number and shipping address. Note: If you enter a RA # that has had the credit card pay type deactivated by Security Risk Purge, the following message is displayed: All Pay types for the order are deactivated. Please enter a valid pay type via order maintenance. In that case, you cannot enter the RA # until a valid pay type is entered. See Credit Card Retention Days (K65). Returns for the same order number and shipping address will appear as separate return authorizations if they were processed separately. Numeric, 3 positions; display-only. |
Customer number |
This number identifies the customer who placed the order. Numeric, 9 positions; optional. |
Customer name |
The name of the customer. The customer's name, or company name and contact, appear to the right of the customer number. Alphanumeric, 30 positions; display-only. |
Ln # (Line number) |
The line number on the return authorization. Numeric, 3 positions; optional. |
Item |
A code representing a unit of inventory. Alphanumeric, 12 positions; optional. |
SKU (Stock keeping unit) |
The unique characteristics of an item, such as its size or color. Note: This field appears as one 14-position field even if you use split-SKU inventory; to scan, enter the complete SKU information, separating each SKU element with a space. Alphanumeric, 14 positions; optional. |
Qty rtn'd (Quantity returned) |
The number of units that have been returned to date. Numeric, 5 positions; optional. |
Rtn rsn (Return reason) |
A code that represents the reason for returning the item. Return reason codes are defined in and validated against the Return Reason file. See Chapter 6: Establishing Return Reason Codes (WRTR). Numeric, 3 positions; optional. |
Xch rsn (Exchange reason) |
A code that represents the reason for exchanging the item. Exchange reason codes are defined in and validated against the Exchange Reason file. See Chapter 7: Establishing Exchange Reason Codes (WEXR). Numeric, 3 positions; optional. |
Merchandise value |
The dollar value of the items returned, excluding freight, handling, tax, or additional charges. Numeric, 11 positions with a 2-place decimal; display-only. |
Screen Option |
Procedure |
Display return authorization detail |
Enter 5 next to a return authorization to advance to the Display RA Detail Screen. |
Credit the return authorization line |
Enter 9 next to a returned item to credit it. See Processing Credits. |
Credit all items on the return |
Press F8 to credit all displayed items. See Processing Credits. |
Accept your entries |
Press F9 to accept your entries and exit the screen. See Processing Credits. |
Reject your entries |
Press F11 to reject your entries and exit the screen. See Processing Credits. |
Exit the screen and return to the First Process RA Credits Screen |
Press F12. Note: This option is available only if you have not selected any items on the screen to process; otherwise, you must press F9 or F11 to exit. |
Overview: You can process credits though the Crediting Returns (WRAC) menu option in the following ways:
• Credit All from First Screen: enter 9 next to a return authorization at the First Process RA Credits Screen
• Credit Item: enter 9 next to an item at the Second Process RA Credits Screen
• Credit All from Second Screen: press F8 at the Second Process RA Credits Screen
CWCustomerReturn message: The system generates a Generic WMS Customer Return XML Message (CWCustomerReturn) when you credit an RA if the Send RA Message for RA Create (J57) system control value is set to PROCESSED, blank, or BOTH. See Generating a CWCustomerReturn Message for Returns for additional setup.
Use this option if you do not need to review the return authorization before crediting.
Enter 9 next to a return authorization at the First Process RA Credits Screen to display this pop-up window:
Confirm Accept
PRESS ENTER TO CONFIRM CREDIT PRESS F12 TO REJECT.
Press ENTER to confirm Accept.
F12=Cancel |
Press Enter at this window to process the credit. All received items on the return authorization will be credited, and the return authorization will be removed from the first Process RA Credits screen.
Important: You cannot undo the credit once you press Enter.
Use this option if you want to select an individual item (or items) from the return authorization to credit.
1. Enter 5 next to a return authorization at the First Process RA Credits Screen to advance to the Second Process RA Credits Screen.
2. Optionally, enter 5 next to any item you would like to review to advance to the RA Exchange Item Window (Review Exchange) and the RA Exchange Item Window (Review Exchange) for an exchange.
3. Enter 9 next to each item that you want to credit. The item is removed from the screen.
4. Press F9 to accept your entries; otherwise, press F11 to cancel.
When you press F9, you return to the First Process RA Credits Screen. The credit for each selected item is processed, and the return authorization is removed from this screen if all items on the return authorization have been credited.
Use this option if you want to review the items on the return authorization before crediting the entire return.
1. Enter 5 next to a return authorization at the First Process RA Credits Screen to advance to the Second Process RA Credits Screen.
2. Optionally, enter 5 next to any item you would like to review to advance to the RA Exchange Item Window (Review Exchange) and the RA Exchange Item Window (Review Exchange) for an exchange.
3. Press F8 to credit all received items on the return authorization. All items are removed from the screen.
4. Press F9 to accept your entries; otherwise, press F11 to cancel.
When you press F9, you return to the First Process RA Credits Screen. The credit for each item is processed, and the return authorization is removed from the screen.
| Chapter 91: Receiving Returns (WRAR) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 93: Processing Call Tags (MCTG) |
CS09_06 CWDirect 18.0 August 2015 OTN