To fill the minimum required fields, follow the steps:
1. On the navigation field, select “Sales & marketing -> Sales Return Orders”.
2. Select New. New sales return order form will appear.
3. No. field: Press enter to update sales return order No. from default No. series.
4. In “Customer Name” field select APCUST001-MARY SMITH.
5. Expand Lines Tab.
6. In “Type” field, select “Item”.
7. In No. field, select Item No. AP003.
8. In “Pieces” field, enter 5.
9. Select location code.
10. Select “Tax Group Code”.
11. On the lines Fasttab. Select Line -> Item Tracking Lines.
12. Item tracking lines card will appear.
13. On the actions tab select “Assign serial No”.
14. Enter quantity to create form will appear. In “Quantity to create” enter 5.
15. Notice that serial no are generated. Click ok to save & close page.
16. Now sales return order is ready to print sales return order, go to Process -> Print.
17. To Post the sales return order, select “Process -> Post”.
18. Posting request form will appear, select “Receive” & click OK.
19. Notices that Qty. to Receive is now 0, return quantity received is 5 & Quantity to invoice is 5 and status of return order is now released.
20. Now to post the Invoice “Reopen” the return order.
21. To reopen return order select “Release -> Reopen”
Note: You cannot edit the return order unless its status is open.
22. Again select “Process -> Post”.
23. Posting request form will appear. Select Invoice & click ok.
24. The sales order is now successfully posted & moved to “Posted sales credit memo” window.
