Returns

Credit Requests

Select + Add from the Credit Requests homepage.
Fill out all required fields as indicated by an asterisk*
View field definitions below for more information. Fill out as needed.
Create Date will autofill at save.
Return Policy, Max Return Time, Return Comment, all default in based on Supplier information. (To view, go to Suppliers > select edit on the Supplier you wish to view, go to the Parameters tab within the Supplier, scroll down to Return Information)
Include invoice information? checkbox defaults to checked. When deselected, “+Add Products(s) from invoices” button changes to “+Add Products and an “Update Order Decisions?”
If Update Order Decisions? checkbox is checked, a Term dropdown appears. Select Term.

Field	Definition	Field	Definition
Supplier*	Select Supplier from dropdown	RMA Number	Enter Return Material Authorization(RMA) Number
Type	Select from dropdown: Return or Discrepancy	Postage	If there is postage, enter it here.
Request Number*	Automatically populates upon “Add”	Return Policy	Defaults based on Supplier. (In Suppliers > parameters > return policy)
Status*	Defaults to Proposed status, select from dropdown.	Max Return Time	Defaults based on Supplier. (In Suppliers > parameters > max days)
Permission Date		Return Comment	Defaults based on Supplier. (In Suppliers > parameters > return comment)
Create Date	Auto populates upon “Save”	Include invoice information?	Select or Deselect. When deselected, checkbox “Update Order Decisions?” appears.
		Update Order Decisions?	When selected, Term drop down appears
		Term*	Select Term from dropdown.

If “Include invoice information?” box is checked, +Add Product(s) from Invoices button will be available.
If “Include invoice information?” box is not checked, +Add Product(s) button will be available. Scroll down to view instructions in “Add Product(s).
In the popup modal Add Product(s) from Invoices you will be under the first tab, Step 1: Invoices. You can Search by the criteria given in search bar, select a Supplier from the dropdown, or use the Invoice Date field to search for the desired Invoice(s).
Use the checkbox on left of the Invoice to select desired Invoices.
Go to Step 2 : Line Items tab.
Select Reason for the return in the dropdown menu. You will be able to change this on the line item level in the Add Credit Request screen.
Line items default to all checked. Review information and deselect as needed.
Select OK.
You are now able to change your Cost or Return Reason on the line item as needed.
Enter Return QTY for each item. As you do this, you will see your “Credit Total:” update.
If needed, you are able to remove a line item by either:
1. Selecting the checkbox on the left of the item and selecting Remove.
2. Selecting the Trashcan button on the right of the line item.
Save.
Upon save, 2 buttons appear at the top of now the “Edit Credit Request” screen.
Invoices will allow you to select which Invoice to look at and take you to Edit Invoice screen.

In the customers tab, you are able to see the customers who utilize this account. You are able to Unlink and Link Customer.
When you select Link Customer a window will popup letting you search/select from a dropdown list of customers.
Enter in the Start Date and End Date.
Enter the Credit Limit, this will update the Remaining Funds.
Customer Balance is editable and will update the Remaining Funds field to reflect this balance.
Select OK to close window.
To Unlink a customer, highlight the customer you wish to remove, and select Unlink. A popup will ask you if you are sure you want to do this, if so, select OK to perform action. Otherwise Cancel.
Save

FIRST PUBLISHED 04/26/2022

EDITED 04/26/2022