Considerations for Project-Specific Customer Returns

If you need to return project-specific inventory after it has been shipped to your customer, you can create a return sales order with project and task details, receive the goods back into project-specific inventory, and receive a credit back to the project when appropriate.

Let's look at the implementation decisions you should make prior to receiving project-specific customer returns. Here are a list of questions to ask:

• Do you want to default the project and task values from original sales order on the return order?

• Do you need to suppress project-based order lines from being sent to Accounts Receivables?

• Does your organization receive project-specific inventory using return orders?

• Does your business require sending project-specific material costs to project financials?

Do you want to default the project and task values from original sales order on the return order?

If yes, then set the Allow User to Remove Project Details on Referenced Return parameter to No.

In the Setup and Maintenance work area, go to the Manage Order Management Parameters task to set this parameter:

• Offering: Order Management

• Functional Area: Orders (click Show All Tasks)

• Task: Manage Order Management Parameters

This ensures that you can default the project and task values from the original sales order on return orders, and that you don't want users to remove the project details.

Do you need to suppress project-based order lines from being sent to Accounts Receivables?

If yes, create a custom orchestration process with line selection criteria to skip sending lines to Accounts Receivables when the Project Indicator value is Y.

Does your organization receive project-specific inventory using return orders?

If yes, then opt-in for the Accept Project-Specific Customer Returns feature in the Manufacturing and Supply Chain Materials Management offering.

Also, select the Enable Inventory Tracking by Project inventory organization option for the desired inventory organization. In the Setup and Maintenance work area, go to the Manage Inventory Organizations task to set this option:

• Offering: Manufacturing and Supply Chain Materials Management

• Functional Area: Facilities (click Show All Tasks)

• Task: Manage Inventory Organizations

You must also classify the inventory organizations enabled for inventory tracking by project as project expenditure organizations. In the Setup and Maintenance work area, go to the Manage Project Organization Classifications task to make these classifications:

• Offering: Manufacturing and Supply Chain Materials Management

• Functional Area: Facilities (click Show All Tasks)

• Task: Manage Project Organization Classifications

Does your business require sending project-specific material costs to project financials?

If not, then define project types and identify the desired project types to be excluded from cost collections.