About inventory return line items

Q:

When is it appropriate to select Inventory Return in the Action area for a line item?

A:

The Inventory Return option enables you to add a line item for a product that is being returned and that is in a sellable condition. A credit is applied to the order for the inventory return item. Inventory returns are returned to the warehouse and made available for new customer orders if Standard or C/M One Step are selected in the Order Type area on the Current Order screen.

To apply a credit for an inventory return line item to an existing release or invoice, select C/M Pickup or C/M One Step in the Order Type area on the Current Order screen.

To combine an inventory return line item on the same order with sale line items, select Standard in the Order Type area. Note that if Standard is selected, the credit cannot be applied to an existing release or invoice.

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Q:

If the line item is an inventory return, how are the price and cost affected?

A:

The following are details that apply to inventory return line items:

• If the inventory return line item is for a product that includes a core, the system must determine the core price and core cost. The system uses the current core price and the current core cost that are established for the product on the Costs/Prices screen of the Product Management tab unless an invoice or release is referenced for the order.

• The core price and the core cost cannot be overridden on the Current Order screen of the Customer Service tab.

• The system never puts an inventory return line item on price hold.

• The price source of an inventory return line item is automatically set to override pricing. The default for the Unit Price field is the current price of the product unless a release or invoice is referenced. If a release or invoice is referenced, then the price indicated for the release or invoice is used.

If the Standard option is selected in the Order Type drop-down list, only users who have the Product Price Override job function assigned to one of their roles can override the price. (Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.)

If the C/M Pickup option or the C/M One Step option is selected in the Order Type drop-down list, any user can override the price to indicate the price that the customer originally paid for the product.

• The Excise Tax % field is available. If an excise tax is charged for the product class for this product, the tax percentage is displayed in this field; it can be overridden.

The excise tax fee is a negative dollar amount for all inventory return line items. To calculate the excise tax amount for the line item, the system multiplies the line item amount and the excise tax percentage, if one is available.

• The Disposal Fee field is available. If a disposal fee is charged for the product class of this product, it is displayed in this field; it can be overridden.

The disposal fee is a negative dollar amount for all inventory return line items. To calculate the disposal fee for the line item, the system uses the following formula:

Disposal Fee = (Ordered Quantity — Canceled Quantity) X Disposal Fee Amount

• The Restocking% field is available. If a restocking fee is to be charged for this product, type the percentage in this field.

The restocking fee is a negative dollar amount for all inventory return line items. To calculate the restocking fee for the line item, the system multiplies the dollar amount of the line item by the value entered in this Restocking% field.

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Q:

What characteristics — other than price and cost — exist for inventory return line items entered on the Current Order screen of the Customer Service tab?

A:

For an inventory return line item entered on the Current Order screen:

• The system automatically changes the order quantity entered in the Ord field to a negative number if a positive number is entered. The system also changes the quantity to a negative number if the option selected for the line item in the Action area is changed to Inventory Return.

• The Drop Ship check box is not available.

• The system does not display the Credit Return Indicator drop-down list. The Return Indicator for all inventory return line items is set automatically to Stock Return so that the products can be returned to the warehouse and made available for new customer orders.

• The Reason drop-down list in the Credit area is available. Select the appropriate reason from this drop-down list to identify why the customer is returning the product.

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Q:

How does the system process inventory returns? Which warehouse receives the returns?

A:

When customers return products to you that are still in a sellable condition, you can return those products to the warehouse and make them available for order fulfillment. The products are returned to the ordering warehouse — the warehouse selected for the order. (For more information, refer to Specify the warehouse.)

If the order type is standard or C/M one step, the on-hand quantity of the warehouse selected for the current order is increased as soon as the order is accepted to reflect the addition of the product being returned.

If the order type is C/M pickup, the on-hand quantity is increased at verification time.

Note: If you are entering a new order and you change the Action option from Sale to Inventory Return, any committed inventory is backed out. Furthermore, if you are entering a new order and you change the Action option from Inventory Return to Sale, the inventory is committed and line item sourcing logic is invoked if applicable. (For more information on line item sourcing, refer to Source a line item.)

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