Understanding Credit Orders for Configured Items

You use credit orders when a customer returns goods that you might return to inventory or when you receive back damaged goods that you cannot return to inventory. In both cases, you need to issue the necessary credits and make adjustments for the returned merchandise.

If you previously created a sales order and the customer now wants to return the goods, you can use a credit order to manage the return process. You enter credit orders in the same way that you enter sales orders.

In sales order processing, two methods are available for entering credit orders:

• Entering credit orders manually.

• Entering system-generated credit orders (create a credit order from history).

Because configured items have unique setup and processing requirements, the same holds true for creating credit orders. Not all sales order processing methods for creating credit orders are available when you are using JD Edwards EnterpriseOne Configurator.

The manual entry process for credit orders is not supported for configured items. Ensuring that the original sales information for the parent configured item is brought into the associated credit order is impossible.

Creating a credit order from history (a system-generated credit order) is the preferred method for configured credit order processing. When you create a credit order from history, you retrieve the original sales order information. This information is especially important for configured items because of the relationship of the parent configured item, configuration identifier, location, lot number, and price. This method ensures that you get the correct order information for the parent configured item that is being returned.

Regarding item price, the system issues the customer credit for the amount, based on the unit price that the customer actually paid. This price might be different from the current price. The system retrieves the order information from the S.O. Detail Ledger table (F42199).

To support the creation of a credit order for a configured item, specific system setups and processing option settings need to be set. This setup includes not only the setup of the credit order, but also the setup of the sales order so that needed sales order history information is stored by the system.

A specific process must be followed during the initial input of a configured item sales order to ensure the successful input of a credit order later. In addition, a specific process must be followed to correctly process credit orders for configured items.