Creating Credit Orders

Access the Sales Order Entry Program.

Form Name	Form ID	Navigation
Create Sales Order - Header First - Order Details Revisions	P42I01	G4211, Create Sales Order - Detail First

On the Sales Order Entry form, complete the following fields.

Quantity Ordered

Enter the quantity of the item that you want to return to the supplying location.

UOM (Unit of Measure)

Enter a code (00/UM) that indicates the transaction unit of measure for the outbound inventory credit order, for example, CS (case), EA (eaches) or BX (box). If you leave this field blank, the system populates the field using the default UOM value that you enter in the Item Master table (F4101).

Item Number

Enter the alphanumeric identification number of the item that you want to return. The system populates many of the fields on each item line based on the information that is stored in the Item Master table for the item that you enter. The value that you enter can be in short, long, or third-item number format.

Ln Ty (Line Type)

When you complete the outbound inventory agreement search criteria on the Order Header Revisions and Order Details Revisions applications (Sold To, Ship To, Branch/Plant, Order Quantity and Item Number), the system displays the Outbound Inventory Agreement Selection application. After you select the desired outbound inventory agreement, the system changes the line type to the one which is required for generating a credit order.

Unit Price

Credit orders for internally owned shipment do not have any price attached.

For customer owned VMI orders, review the list or base price to be returned for one unit of this item that the system retrieves from the outbound inventory agreement. In Sales Order Entry, all prices must be set up in the Item Base Price File table (F4106). You can override the Unit Price.

Lot Number

Enter a number that identifies a lot or a serial number for the item.

Agreement Number

The system displays the agreement number of the outbound inventory agreement resolved for the search criteria that you enter.

If you know the correct outbound inventory agreement number, you can also enter it directly in this field.

Note: Alternately, you can select the Outbound Inventory Agreement Selection application directly from the Form menu on the Sales Order Entry application. You enter the required search criteria and select the agreements from the grid, to fetch the agreements for which you want to return inventory. You select all agreements for which you want to return inventory. The system populates all records in the Sales Order Entry application. You can then enter credit orders for all the agreements that you selected in the Outbound Inventory Agreement Selection application.