Create a Return to Supplier Shipment

You can create a shipment or assign the return shipment lines to another shipment after you have created the supplier shipment.

You must prepare the shipment transaction for fiscal document generation after you have created the supplier shipment. Follow these steps:

1. From the Inventory Management work area, navigate to the Manage Shipments page.
2. Search for the return to supplier shipment.
3. On the Edit Shipment page, review the shipment information.
4. Select a shipping method that is associated with the carrier.
   The carrier information is required for a fiscal document if the shipment has freight. The tax determinants are copied from the return shipment lines and are used for fiscal document generation.
5. Save the transaction.
6. On the Actions menu, click Request Fiscal Document. This action triggers these validations:
   • Shipment confirmation validation.
   • Additional validations to check fiscal document required information like Product Type, Transaction Business Category (CFOP), Product Fiscal Classification, and so on.

   If the transaction passes both validations, the fiscal document status changes to Transaction Entered, and you can no longer update the transaction.

   If a validation error is detected internally by the Generate Fiscal Document Number process or externally by the tax authority, you can update the transaction later. In such cases, the fiscal document status is Validation Error or Errors respectively.

7. From the Inventory Management work area, navigate to the Manage Fiscal Document Status task.
8. Select the transaction and click Update Fiscal Attributes. These changes occur:
   • The legal reporting unit associated with the ship-from inventory organization is defaulted.
   • The fiscal document determinant type defaults to Return to Supplier.
9. In the Reference Information tab, review the reference to the purchase fiscal document.
10. Enter additional fiscal attributes if necessary and click Submit.
11. Continue with the next steps of fiscal document flow:
    1. Generate the fiscal document number and fiscal document key.
    2. Extract and send the return to supplier fiscal document to the partner.
    3. Process the tax authority return information.
    4. Finally confirm the return to supplier shipment upon tax authority approval.