GT:SO Returns Window

“Sales Order Returns” is used to record the return of all or part of a previously shipped sales order.

SO Returns

Select Sales Order Returns from the Shipping menu.

To begin receiving an RMA(Returned Materials Authorization), the user must manually enter the number of an existing RMA, create a new RMA using the options menu (see section below for details), or look up and select an RMA from a list of available RMAs. This is done by pressing the ‘Control’ and ‘A’ keys while the cursor is in the RMA field, causing a list of the available RMA’s to be displayed. Select one by tabbing or using the arrow keys to enter the list, highlight the desired RMA, and press the <Enter> key. Control will return to the main Sales Order Return screen, with the RMA field automatically filling in with the number chosen from the list.

In all of these cases, the order number will be automatically looked up, and the number placed in the Order # field.

Note

The Create RMA option will only be available to users who have been given the authority to create RMAs in Whistle.

Scroll to the Track# field. Inventory must be returned to a pallet in Whistle.There are three ways to receive an RMA: 1. Receiving entire pallets in the same configuration they were shipped in 2. Receiving inventory to a new pallet, and 3. Receiving inventory to an existing pallet.

The method used is determined by the value entered in the Track # field.

Receiving entire pallets in the same configuration they were shipped in

This can be done in one of two ways. One is to manually enter a tracking number that corresponds to a container on the selected order. This will cause the container to be added to the list of containers selected to be returned. The other method is to tab or use the arrow keys to go to the Track # field, and press the Control and A keys. This will bring up an options menu.

Return Intact

Selecting Return Intact will display a list of all of the containers that were shipped on the selected order that have not yet been returned, or selected to be returned. This option allows you to return an entire pallet. 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.

Receiving inventory to a new pallet

This can be done in one of two ways. The first is to manually enter in a new tracking number in the Track # field. If the number entered is not a valid tracking number, a message will appear to ask if you want to create a new pallet using that number. Entering “Yes” will cause this pallet number to be used in creating a new pallet. The bin value will default to “SHIPSTAGE”.

If you want Whistle to select the tracking number for you, then press the ‘Control’ and ‘A’ keys while in the Track # field. An options menu will appear. Select the Return to New option. When this option is selected, a list of the items shipped on this sales order is displayed, listed by item, pack, lot, and pull date. It also displays the quantity shipped, and the quantity that has previously been returned.

Note

if a quantity has been selected to be returned, but the return has not yet been processed, then that quantity will not be added to the returned quantity field. Only quantity that has been completely returned is considered Returned Quantity.

Select the item to be returned, and press <Return>. The selected information will be filled in to the fields on the Build Pallet screen. The Destination Track field will default to “NEW”, and the Destination Bin field will default to “SHIPSTAGE”. If you had typed in a new tracking number on the Sales Return screen rather than use the Options menu, that number will default to the Destination track field, and the bin will default to “SHIPSTAGE”.

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. As far as Whistle is concerned, the RMA order that will be created is a dummy order, in that when the RMA request is submitted for final processing, lines are added (or subtracted) to match what the user reported as returned. Returned product is validated against what was actually shipped in Whistle (wms_outint_tbl).

Select "Create RMA" from the RMA Options menu, by highlighting it, and pressing <Enter>.

The first field is the RMA field. No data entry is allowed in this field. When the screen is filled out and the OK button is pressed, this field will be filled from the database (so_rtnum_tbl) with the next available RMA number.

The Order # field is for a valid sales order for which an RMA will be created. This order is required to have been shipped from the current warehouse. If the order number is known, it can be manually entered. Otherwise, hitting the ‘Control’ and ‘A’ keys while the cursor is in this field will display a list of the sales orders that have been shipped from the current warehouse. The list displays the order number, the customer number, and the promised date. Making a selection from this list will fill in the Order # field on the Create New RMA screen.

The Reason field is a required field. Tabbing or using the arrow keys to enter this field will cause a drop down list of reasons to be displayed. Select a reason from this list by highlighting it, and pressing <Enter>. Data entry is not allowed in this field.

After filling out all the fields, tab or use the arrow keys to select the <Return> button. Pressing this button will cause the RMA to be created. A message will be displayed when the RMA has been created.

Pressing <OK> will return the user to the Sales Order Returns screen. The RMA and Order # fields will be filled in with the values from the newly created RMA.

Return Existing

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