Processing Returns
You can process returns using sales order functions or using the Return Material Authorization feature of the Service/Support Management module. See
QAD Service/Support Management User Guide for more information.
Using sales order functions, the method for processing a return depends on whether the sales order involved is open or closed and whether the line item involved is open or closed. Use Sales Order Shipments (7.9.15) to process returns.
If the sales order and line item are both open at the time of return:
1 Enter the line item for the item being returned.
2 Enter the quantity returned as a negative amount.
3 Enter the location where the item was restocked.
If the sales order is open at the time of return, but the line item is closed:
1 Add a new line item for the returned material.
2 Add the line item as a negative amount to the original, open sales order. The return is then processed as negative receipt.
If the sales order is closed at the time of return:
1 Create a new sales order to receive the item.
2 Enter the returned quantity as a negative amount.
3 Reference the original, closed sales order in the comments area of the new sales order. The system then processes the return as negative receipt.
Credit Invoices for Returned Goods
The system creates credit invoices for returns to stock. A credit invoice credits a customer’s account for the amount of any returned material plus applicable taxes. Process credit invoices just like regular invoices.