Functions for Processing Return Deliveries

Use

The action box contains several follow-up functions for processing return deliveries. When you execute a function, the system documents the function as a task for the notification header.

The functions that are not preceded by the text "Action box" in the table below are not follow-up functions. These are functions that are also used in the return delivery process, but which you execute independently of the action box.

Function	What you should know
Creating the notification	The quality notification for a complaint against a vendor can be created as follows: You can create the notification for a vendor complaint manually (notification type Q2). If you recorded defects in an inspection, you can activate a defect record (notification type F2) manually as a quality notification (notification type Q2). The system can automatically activate a defect record (notification type F2) as a quality notification (notification type Q2).
Action box: Assigning a vendor to the notification	You can display a list of vendors for your complaint material. From this list, you can select and assign a vendor to the notification which you are processing.
Action box: Posting goods from unrestricted-use stock to blocked stock	If you determine that the goods to be returned do not need to be inspected, you can use this function to post the goods to blocked stock (stock type S ). While the goods are in blocked stock, you can decide whether to scrap the materials or return them to the vendor. The standard movement types for this stock posting are "344" in MM and "309" in WM. The system prints out a goods issue slip that contains the pertinent material data and that you can affix to the goods.
Action box: Posting goods from unrestricted-use stock to inspection stock	If you determine that the goods need to be inspected, you can post the goods to inspection stock (stock type Q ). The movement type for this stock posting is "322" in MM and "321" in WM. If inspection type 08 (inspection for a stock transfer) is active for this goods movement in the inspection data of the material master, the system automatically creates an inspection lot when you post the goods to inspection stock. The system prints out a goods issue slip that contains the pertinent material data and that you can affix to the goods.
Action box: Posting goods from blocked stock to unrestricted-use stock	If, for example, the materials in blocked stock are only slightly defective and you urgently need the materials in production, you post the goods from blocked stock back to unrestricted-use stock. The standard movement types for this stock posting are "343" in MM and "309" in WM. The system prints out a goods issue slip that contains the pertinent material data and that you can affix to the goods.
Action box: Posting goods to scrap	If you determine that the goods are no longer usable, you can post the goods to scrap.
Action box: Creating transfer orders	If the Warehouse Management (LE-WM) component is in use in your company, you can create a transfer order to move goods from one storage location to another.
Recording the usage decision (Inspection lot)	If you posted the goods to inspection stock and the system created an inspection lot, you can branch from the notification to the transaction for recording the usage decision.
Posting stocks while making the usage decision (Inspection lot)	When you make the usage decision, you can post the goods to unrestricted-use stock (if you determine that the goods are OK) or to blocked stock (if you intend to return the goods to the vendor). The standard movement types for the stock posting from inspection stock to blocked stock are "350" in MM and "309" in WM.
Action box: Assigning an original purchasing document to the notification	If you want to create a return delivery with reference to an original purchasing document, you must first assign this document to the notification. You can do this in one of the following ways: Enter the document number and item in a dialog box when you create the notification. The system also automatically retrieves the associated data (for example, material, plant, and vendor) Choose Assign purchasing document in the action box. Enter the document number and item in the notification manually.
Action box: Creating a return delivery	To be able to create a return delivery, make sure the notification contains the following information: material, plant, vendor, complaint quantity, and if applicable, the batch. You have the following options for creating a return delivery: Creating a return delivery with reference to an original purchasing document When you choose this function, the system displays a dialog box in which you enter various information for the return delivery. Make sure you set the indicator Return delivery with reference to original purchase order in the dialog box. If several goods receipts exist for the purchasing document, you must select the goods receipt for which you want to process the return delivery in another dialog box. Creating a returns to vendor without referencing an original purchasing document The system creates a purchase order with a returns item and a return delivery in the background. The system displays a dialog box in which you enter various information for the return delivery. Make sure you do not set the indicator Return delivery with reference to original purchase order . The system displays a second dialog box in which you can enter additional information for the delivery. If a purchasing info record exists, the system proposes the settlement data contained in the info record. This information is then copied into the purchase order with the returns item. After creating the delivery, the system displays the log for the delivery run. When you exit the log, the system records the document flow between the notification, purchase order, and delivery. The system then exits the notification.
Action box: Changing the outbound delivery	The system saves the notification and branches to the delivery in the change mode. This allows you to add or change information in the delivery, pick the order, and post the goods issue.
Debiting the vendor	If the evaluated receipt settlement procedure/credit memo procedure is in use in your company, the vendor does not send an invoice to the customer. Instead, the recipient of the goods: Creates the incoming invoice himself based on the quantity of delivered goods and the terms specified in the purchasing contracts Sends the credit memo to the vendor by fax, as an EDI document or as a hard copy