Purpose: Use the Work with Return Authorization Receiving menu option to perform the receipt phase of processing a return authorization. This phase consists of updating the order and posting the receipt into inventory. If the return includes an exchange, the exchange item is added to the order at this time.
Additional uses: You can also use this menu option to review information, or to change settings on the return authorization before processing the receipt. Additionally, you can advance to the Work with Return Authorization Detail Screen.
Note: This screen is available regardless of whether you use the standard or streamlined process in Work with Return Authorizations.
Authority: You must have authority to Enter Return Authorization (A28) and Receive Return Authorization (A29) to use this menu option.
Other options: You can also use the Work with Return Authorizations menu option to perform each step of a return authorization, or 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 Receiving menu option instead of these other options because it allows staff to process a series of receipts efficiently.
Pick slip preparation: When you select a return authorization to receive, the system removes any pick slip preparation from the order. When you accept or reject the return authorization receipt, the system determines if the order qualifies for pick slip preparation and reapplies it to the order. If you add an exchange item to the order, the system performs pick slip preparation for the exchange item when you receive the return authorization. See Preparing Orders for Pick Slip Generation.
In this topic:
• Receive All from First Screen
• Receive All from Second Screen
• Create a Return Authorization/Misship
For more information: See Introducing Return Authorizations (WRTA) for an overview of return authorizations.
This screen displays all return authorizations with pending merchandise returns.
How to display this screen: Enter WRAR in the Fast path field of any menu or select this option from a menu.
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 created separately. See Working with Return Authorizations: Standard Process for more information on return authorization header and detail structure. Note: If the SECRISK periodic function has deactivated all the payment methods on an order, a message indicates: All Pay types for the order are deactivated. Please enter a valid paytype via order maintenance. In this case, you cannot process a return authorization until you enter a valid payment method. See the Credit Card Retention Days (K65) system control value for background. Numeric, 3 positions; optional. |
Qty entered |
The total 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. Alphanumeric, 30 positions; display-only. |
Screen Option |
Procedure |
Receive one or more items |
Select Receive detail for a return authorization to advance to the Work with Return Authorization Detail Screen. |
Receive all returns |
Select Receive all for a return authorization. See Receiving Returned Items. |
Overview: You can receive returned items through the Receive Returns Screen in the following ways:
• Receive All from First Screen: select Receive all for a return authorization
• Receive Item: select Receive detail for a return authorization to advance to the Work with Return Authorization Detail Screen, where you can select one or more items for receipt
• Receive All from Second Screen: select Receive detail for a return authorization to advance to the Work with Return Authorization Detail Screen, where you can select Receive All to receive all items on the return authorization
Exchange item: You will need to enter an exchange item when processing a receipt if the return has an exchange reason code, and the Require Exchange Item at Time of Receipt (F42) system control value is selected. See Entering an Exchange Item.
Use this option if you do not need to review the items on the return authorization before processing the receipt.
Select Receive all for a return authorization at the Receive Returns Screen to display the Confirm Accept pop-up window.
If you select OK, all items on the return authorization will be received, and the return authorization will be removed from the Receive Returns screen.
Important: You cannot undo the receipt once you select OK.
Use this option if you would like to review the items on the return authorization before receiving them, to receive one or more individual items, or to change settings on the return before processing the receipt.
1. Select Receive detail for a return authorization at the Receive Returns Screen to advance to the Work with Return Authorization Detail Screen.
2. Review: Optionally, select Receive detail for 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. Change: Optionally, select Change for any item you would like to change to advance to the Change RA Detail Screen.
4. select Receive all for each item that you want to receive to advance to the Receive RA Items Screen (Receiving Detail).
You can also display this screen by selecting Receive all for an item at the Work with Return Authorization Detail Screen through Working with Return Authorizations: Standard Process.
• To complete the Receive RA Items screen: You can change the Quantity returned, Disposition code, Warehouse, or Location fields. If the return authorization has been sent to CWCollaborate for automatic processing through the CWCollaborate Interface, you cannot change the Disposition code.. See CWCollaborate Interface Overview and Setup for background.
Processing returns through the integration with Locate’s Drop Ship Manager module is not currently implemented.
Pop-up windows: The system displays an informational warning message pop-up window when you select OK if the item's primary primary location is frozen due to a physical inventory, and the Display Frozen Primary Location Warning Message in Returns (F58) system control value is selected. (The primary primary location is stored in the Primary location field in the SKU table.)
If the item does not have a primary location, the system displays an informational pop-up window when you select OK if the Display "No Primary Location" Message in Returns (G46) system control value is selected.
Field descriptions: See Working with Return Authorizations: Standard Process.
Receive All from Second Screen
Use this option if you want to review the items on the return authorization before processing the entire receipt.
1. Select Receive detail for a return authorization at the Receive Returns Screen to advance to the Work with Return Authorization Detail Screen.
2. Review: Optionally, select Receive detail for 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. Change: Optionally, select Change for any item you would like to change to advance Change RA Detail Screen.
4. Select Receive All to receive all unreceived items on the return authorization. All items are removed from the screen.
5. Select Accept to accept your entries; otherwise, Select Reject to cancel.
When you select Accept, you return to the Receive Returns Screen. The receipt for each item is processed, and the return authorization is removed from the screen.
Error message: You cannot process two returns against the same Item Location in a warehouse at the same time. However, if you use the standard process, it is possible to have two returns created that point to the same Item Location, because no updates take place at the time you create the return authorization, only at the time of receipt. For this reason, the screen might display an error message at the time you attempt to receive all the items on a return authorization at once:
Multiple returns not allowed for same Item/Whse/Loc.
To correct, you can change the location to receive one or more of the returns, or process one of the returns completely before processing the other.
If the Require Exchange Item at Time of Receipt (F42) system control value is selected, you will need to enter exchange item information for all exchanges when you process the receipt. The Enter Exchange Item Screen or window displays, depending on the steps you took to process the receipt; the fields on both the screen and the window are the same.
If the exchange item you enter is associated with any item comments, you advance to the Work with Item/SKU Comments Window.
Create a Return Authorization/Misship
You can select Create at the Work with Return Authorization Detail Screen in the Work with Return Authorization Receiving menu option to advance to the R/A Select Order Detail Pop-Up Window. At this window, you can:
Standard processing:
• Create new return authorization: If there are additional unreturned items on the order, you can select it and create a new return authorization.
• Enter misship: select Exit at this window to create and receive a misship return.
Streamlined processing: Advance directly to the Create RA Detail Screen. At this screen, you can add a misship item to the return authorization. You cannot create a new return authorization for a shipped item from the order.
About misships: The misship will be created and received when you accept.
