Self-Service Transfer Order Returns

You can request a return against an inventory destination transfer order through the Manage Receipts Self-Service interface.

The following aspects are important when returning transfer orders:

• Return transfer order process

• Physical material return

• Corrections to returned transfer orders

• Return exceptions for transfer orders

Return Transfer Order Process

Receiving associates return transfer orders with the original transfer order, and the physical return of the material is optional.

When you initiate a return against a transfer order, the application creates a new transfer order with a transfer type of return transfer order. If the physical return of material is required, the transfer order is passed to Oracle Shipping. If the physical return of material is not required, the transfer order does not pass to Shipping, and instead is set to a status of closed.

During the return process, Receiving calculates the price and tax for the return transfer order before submitting the lines for processing. The application obtains the tax and prices amounts from the original transfer order and creates them in reverse.

Physical Material Return

The Physical Material Return Required check box displays on the Return Lines user interface. If you deselect this field, the return is considered an accounting only return. If you select this field, transactions are created for the physical return of the material.

For returns that don't require physical return of material, shipment lines and reservations aren't created. The transfer order line is set to a status of closed automatically, and the application does not update the shipped or received quantity. You can use the transfer order document for tax, accounting, and audit trail purposes.

For returns that require physical return of material, shipment lines and reservations are created. You can pick, pack, and ship physical material returns.

Corrections to Returned Transfer Orders

When material from a transfer order is put away, you can no longer correct the receipt quantity. However, you can correct the receipt quantity on a transfer order prior to putting away the transaction.

Return Exceptions for Transfer Orders

Here are the exceptions for returns against transfer orders:

• When you initiate a return against a transfer order, you can no longer correct the returned quantity.

• You cannot combine transfer order return lines with other purchase order or RMA return lines on the same return receipt.

• You cannot perform return transactions for an intraorganization transfer order which moves material from subinventory to subinventory within an organization.

• The application does not initiate transfer order return transactions if the material is not physically available. For example, if other reservations exist for the same material.

• You can only return inventory destination transfer orders. You cannot return expense destination transfer orders.