Sales Returns and Exchanges

In this topic, we will explore how to handle issues that arise from deliveries. We will process returned items, redeliver items, and see how we can use negative rows in a sales documents to handle partial credits and exchanges.

Summary: 

1. A Return Request can be used to begin the process of handling customer returns.  Create the return request from either a delivery or an A/R invoice.  When you use Copy to, the system will automatically choose the correct document for giving a credit and returning the item to inventory.  
2. The Return document is used to process items returned from a customer after a delivery. A Return document allows you to reverse the stock postings and any related accounting postings of a delivery either partially or fully. An option exists to reopen the related sales order for redelivery when posting returns.  
3. Configuration for this option is set in document settings for the sales order. Another option for correcting deliveries and managing exchanges is negative rows. 
4.  Negative rows are available in marketing documents in both sales and purchasing.

You can also download the document here for your records.