Difference between revisions of "GT:SO Returns Window"

Revision as of 18:33, 30 April 2006

Sometimes a shipped Sales order will be returned, in whole or in part, to the warehouse. This functionality is used to keep track of the inventory that has been returned, and to adjust the records of the Sales Order.

SO Returns

Select Sales Order Returns from the Shipping menu.

Enter the RMA (Returned Materials Authorization) for this return, or press the <Ctrl> and <A> keys to see a list of available RMAs. Select the RMA that you wish to return by using the arrow keys, and press <Enter>.

Select the Order# for the return.

Scroll to the Track# field. Inventory must be returned to a pallet in Whistle. If you are returning an entire pallet, and you know the pallet number, enter it here. Otherwise, press the <Ctrl> and <A> keys while the cursor is in the field. You will see an options menu detailing your choices.

Return Options

Return Intact

This option allows you to return an entire pallet. Selecting this option will take you to a display of the pallets that were shipped on this order. Highlight Return Intact, and press <Enter>.

Select the Track# of the pallet that you wish to return, by using the arrow keys to highlight the pallet in the list, and press <Enter>. Whistle will return you to the Sales Order Returns screen, and the selected pallet will be displayed in the embedded result set in the middle of the screen.

Return to New

This option is for returning the inventory to a new pallet. You will be taken to a screen to set up the new pallet to receive the inventory. Use the arrow keys to highlight this option, and press <Enter>.

The next screen shows all of the inventory that was shipped on this order. Using the arrow keys, highlight the inventory that was returned, and press <Enter>. You may return all or part of the selected inventory.

The next screen allows you to enter the information needed for Whistle to create the new pallet. Information from the sales order and the selected inventory will be displayed in the appropriate fields. Fill out the remaining fields, especially the quantity of the inventory that was returned.

Whistle will return you to the Sales Order Returns screen, and the selected pallet will be displayed in the embedded result set in the middle of the screen.

Return to Existing

This option allows you to return the inventory to an existing pallet. Use the arrow keys to highlight this option, and press <Enter>.

The next screen shows all of the inventory that was shipped on this order. Using the arrow keys, highlight the inventory that was returned, and press <Enter>. You may return all or part of the selected inventory.

You may now select the existing pallet to receive the returned inventory. Information from the sales order and the inventory selected on the previous screen has been entered in the appropriate field. Now, you need to enter the track #

Whistle will return you to the Sales Order Returns screen, and the selected pallet will be displayed in the embedded result set in the middle of the screen.

Continue to select inventory to be returned, until all desired inventory shows in the embedded result set in the middle of the screen.

To commit this transaction, scroll to the <Return> button, and press <Enter>.

RMA Options

Some personnel will have authority to create the RMAs in Whistle. For them, pressing the <Ctrl> and <A> keys while in the RMA field will bring up an options menu for the RMAs.

Create RMA

This option will take you to a Create RMA screen.

Return Existing

This option is for returning an existing RMA. See the information above for this process.

SO Returns Window Settings