Receive Returned Items

A user in the warehouse typically receives a returned item. However, you can use Oracle Receivables and Order Management to receive the items that a return order references.

Summary of the Steps

1. Receive the item.

2. Verify that Order Management updated the order status.

3. Create a credit for the return.

4. Verify that receivables credited the invoice.

Receive the Item

1. Create a return order for the items you must receive.

   You must create the return order before you can receive the items. For details, see Return Sales Orders.

2. Sign into an Oracle Application with order administrator or order manager privileges.

   You must use these privileges to do this procedure.

3. Go to the Inventory Management work area, then click Tasks.

4. Set Show Tasks to Receipts, then click Receive Expected Shipments.

5. On the Receipts page, in the Search area, set the values, then click Search.

   Attribute	Value
   Document Type	Return Material Authorization
   Document Number	Enter the return order number. For example, enter 258206.

6. In the Search Results, click the line that includes your return order, then click Receive.

7. Create the receipt.

   • In the Receive Lines list, set values, then click Create Receipt.

     Attribute	Value
     Quantity	Enter the quantity you received at the loading dock in the warehouse.
     Received By	Enter your name.

   • On the Create Receipt page, click Submit.

   • In the Confirmation dialog, note the receipt number, then click OK.

   • Examine the contents of the box that includes the items you received. Make sure they match the Item Description.

   • On the Receipts page, click Put Away Receipts.

     Put Away Receipts moves the returned item to a storage location in the warehouse.

   • On the Put Away Receipts page, in the Advanced Search area, in the Receipt attribute, enter the number you noted earlier in this procedure, then click Search.

   • In the Search Results area, click Put Away.

   • In the Put Away Lines page, set the value, then click Submit.

     Attribute	Value
     Subinventory	Enter a value that describes where you're physically placing the returned item. For example, enter Stores.

8. Run the Send Receipt Confirmation scheduled process.

   This scheduled process gets the latest receiving status from the receiving system, then imports it into Order Management.

   In the Process Details dialog, set the parameters.

   Parameter	Value
   Organization	Select the organization that identifies the customer. This value is typically the Business Unit from the sales order, such as Vision Operations.
   Source System	Select the source system that Order Management uses. For example, select GPR.
   Source Order Number	Optional. Enter the return order number. For example, enter 258206. You can enter a value in the Source Order Number parameter or in the Receipt parameter.
   Receipt	Optional. Enter the receipt number you noted earlier in this procedure.

9. Make sure the Status attribute for the scheduled process displays Succeeded.

Verify That Order Management Updated the Order Status

1. Go to the Order Management work area.

2. On the Overview page, query for your return order.

   For example, query for order 258206.

3. On the Order page, in the Order Lines tab, verify that the status for the sales order is Awaiting Billing.

Create a Credit for the Return

1. Run the Import AutoInvoice scheduled process. In the Process Details dialog, set these parameters.

   Parameter	Value
   Transaction Source	Select Distributed Order Orchestration.
   From Sales Order Number	Enter the return order number. For example, enter 258206.
   To Sales Order Number	Enter the return order number. For example, enter 258206.

   For details, see Update Intercompany Receivables Invoice Import Details.

2. Make sure the Status attribute for the Import AutoInvoice scheduled process displays Succeeded.

   If the list includes the Import AutoInvoice: Execution Report scheduled process, then ignore it.

3. Verify that Order Management updated the order status for the return. Make sure the status for the return order line in the Order Management work area is Closed.

Verify That Receivables Credited the Invoice

1. Locate your sales order in Order Management.

2. On the Order page, click Actions > Switch to Fulfillment View.

3. Click Returns, then click Actions > View Fulfillment Details.

4. In the Fulfillment Details dialog, click Billing, then make sure the value in the Invoice Amount field includes a reduction that's equal to the return amount.

   For example, if the Total of the original order was $500, and if the return amount is $200, then make sure the Invoice Amount displays a value of $300.

Receive Drop Shipment

You can't return a drop shipment directly to the supplier. You must return the item to an inventory first, and then return it to the supplier.

Do the steps described above, then return the item to the supplier.

1. Go to the Inventory Management work area.

2. Click Tasks > Show Tasks > Receipts.

3. Click Return Receipts.

4. In the Select Organization dialog, select the same organization that you set as the business unit on the sales order, such as Vision Operations.

5. On the Return Receipts page, search for the purchase order that you used to purchase the item from the drop ship supplier.

6. In the search results, click the line that contains the item you're returning, then click Return.