Require Exchange Item at Time of Receipt (F42)

Purpose: Use this screen to define whether you must enter an exchange item at the time of creating a return authorization or not until you process the receipt.

Yes/no field: Select this field to have entry of an exchange item required at the time you process the receipt of a return authorization rather than the time you create the return.

This system control value applies only when you process a return through the Work with Return Authorizations (fast path = WRTA) and Work with Return Authorization Receiving (fast path = WRAR) menu options. It does not apply when you process a return through order maintenance.

Leave this field unselected to have the exchange item always be required at the time you create a return authorization.

About return authorizations: The Work with Return Authorization menu option allows you to process the creation, receipt, and credit of a return authorization in separate steps, while order maintenance automatically processes the entire return “behind the scenes.”

Standard vs. streamlined process: If you use standard return authorization process, you must explicitly choose to perform each step of the return in the Work with Return Authorizations menu option; but if you use the streamlined process, the return authorization processes automatically as far as your authority extends.

The Use Streamlined Return Authorizations (F44) system control value controls which process you use. The secured features that control your authority to process return authorizations are described in Setting Up Secured Features.

Enter Exchange Item screen: When you enter an exchange reason code rather than a return reason code for a return authorization, you advance to the Enter Exchange Item screen, where you must identify the exchange item to ship to the customer. (In certain situations, you advance to the Enter Exchange Item pop-up window rather than the full screen; however, each field is the same.) If this system control value is selected, you do not advance to this screen automatically until you process the receipt.

If you have create authority only (streamlined process), or if you choose to create the return only but do not receive it (standard process), the Enter Exchange Item screen does not open. The screen opens when an operator with sufficient authority processes/completes the return (streamlined process) or when you choose to receive the return (standard process, or the Work with Return Authorization Receiving menu option).

For more information: See Introducing Return Authorizations (WRTA).