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 Introducing Return Authorizations (WRTA) 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:
• Working with Return Authorizations: Standard Process
• Working with Return Authorizations: Streamlined Process
First Process RA Credits Screen
This screen displays return authorizations that contain one or more RA detail lines with an uncredited quantity (the quantity returned - the quantity credited is greater than zero).
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 is listed.
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.
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. Numeric, 3 positions; optional.
Note: If the SECRISK periodic function has deactivated all the payment methods for the order, a message indicates: All Pay types for the order are deactivated. Please enter a valid paytype via order maintenance. In that case, you cannot proceed with RA credit processing until you enter a valid pay payment method. See Credit Card Retention Days (K65) for background on the SECRISK function. |
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 (in user date 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 (in user date format); 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 (in user date format); 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 |
Select Credit Detail for a return authorization to advance to the Second Process RA Credits Screen. |
Credit the entire return authorization |
Select Credit All for 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: Select Credit Detail for 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.
.
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. 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. Note: If the SECRISK periodic function has deactivated all the payment methods for the order, a message indicates: All Pay types for the order are deactivated. Please enter a valid paytype via order maintenance. In that case, you cannot proceed with RA credit processing until you enter a valid pay payment method. See Credit Card Retention Days (K65) for background on the SECRISK function. |
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; 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) |
Represents the reason for returning the item. Return reason codes are defined in and validated against the Return Reason table. See Establishing Return Reason Codes (WRTR). Numeric, 3 positions; optional. |
Xch rsn (Exchange reason) |
Represents the reason for exchanging the item. Exchange reason codes are defined in and validated against the Exchange Reason table. See 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 |
Select Display for a return authorization to advance to the Display RA Detail Screen. |
Credit the return authorization line |
Select Credit Line for a returned item to credit it. See Processing Credits. |
Credit all items on the return |
Select Credit All to credit all displayed items. See Processing Credits. |
Accept your entries |
Select Accept to accept your entries and exit the screen. See Processing Credits. |
Reject your entries |
Select Reject to reject your entries and exit the screen. See Processing Credits. |
Exit the screen and return to the First Process RA Credits Screen |
Select Exit. Note: This option is available only if you have not selected any items on the screen to process; otherwise, you must select Accept or Reject to exit. |
Overview: You can process credits though the Crediting Returns (WRAC) menu option in the following ways:
• Credit All from First Screen: select Credit Line for a return authorization at the First Process RA Credits Screen
• Credit Item: select Credit Line for an item at the Second Process RA Credits Screen
• Credit All from Second Screen: select Credit All at the Second Process RA Credits Screen
Use this option if you do not need to review the return authorization before crediting.
Select Credit Line for a return authorization at the First Process RA Credits Screen to display the Confirm Accept pop-up window:.
Select OK 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 select OK.
Use this option if you want to select an individual item (or items) from the return authorization to credit.
1. Select Display for a return authorization at the First Process RA Credits Screen to advance to the Second Process RA Credits Screen.
2. Optionally, select Display 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. Select Credit Line for each item that you want to credit. The item is removed from the screen.
4. Select Accept to accept your entries; otherwise, select Reject to cancel.
When you select Accept, 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. Select Display for a return authorization at the First Process RA Credits Screen to advance to the Second Process RA Credits Screen.
2. Optionally, select Display 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. Select Credit All to credit all received items on the return authorization. All items are removed from the screen.
4. Select Accept to accept your entries; otherwise, select Reject to cancel.
When you select Accept, 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.
