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Set up Return Sales Order work directives

  • 1.  Set up Return Sales Order work directives

    SILVER CONTRIBUTOR
    Posted 23 days ago
    Hello,

    Has anyone ever set up work templates and location directives for back office sales returns so that the items that are being returned by a customer are directed to be put away in the products fixed locations?

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    Jeff Matthews
    Kent Building Supplies
    Saint John NB
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  • 2.  RE: Set up Return Sales Order work directives

    TOP CONTRIBUTOR
    Posted 22 days ago
    Hi Jeff,
    Yes this is actually pretty common. There is a specific Work template and Location directive for Work type "Return orders" that should be used for this. As far as the Mobile menu, you have Return order receiving and Return order receiving and putaway, similar to other receipt transactions.In your location directives, you would have the Location Directive Action set to look for Fixed locations:


    Is there a particular issue you are having with this configuration?

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    Andrew Lencsak
    Solution Architect
    DXC Technology
    Atlanta GA
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  • 3.  RE: Set up Return Sales Order work directives

    Posted 22 days ago
    Hi,

    Yes, is the same as purchase order receive, only it starts from a RMA number. What is you're issue?

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    BR,
    Cristian Marin





  • 4.  RE: Set up Return Sales Order work directives

    SILVER CONTRIBUTOR
    Posted 21 days ago
    Thanks everyone.  I have the work template and location directives set up, but is it possible to have the work generate automatically upon every sales return order.  I was hoping to have it queue up to the release to warehouse, then have the work and wave created.

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    Jeff Matthews
    Kent Building Supplies
    Saint John NB
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  • 5.  RE: Set up Return Sales Order work directives

    Posted 20 days ago
    Hi Jeff,

    The putaway work for return orders is created when you start the receiving of RMA. Waves are used only for delivering process. This is a receiving process.

    Best regards,
    Cristian



    Sent from my Samsung Galaxy smartphone.





  • 6.  RE: Set up Return Sales Order work directives

    TOP CONTRIBUTOR
    Posted 20 days ago
    Hi Jeff, Since the Sales return is a receipt, not a shipping transaction, it does not go through the release to warehouse process. It's more in line with Purchase order receiving. You would scan the RMA number then the item to register the products into stock then your Sales return Put location directive would determine where you putaway the items to so your Location directive actions could point to the fixed locations like you are referring to.

    Thanks
    Andrew

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    Andrew Lencsak
    Solution Architect
    DXC Technology
    Atlanta GA
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