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4.3. Return Authorization Workbench

The Return Authorization Workbench is designed to help manage and process open Return Authorizations—and to process credits and refunds. The Return Authorization Workbench appears as follows:

Return Authorization Workbench

When processing open Return Authorizations, you are presented with the following options:

Customer

Select all or specific Customers whose Receivables information you want to display.

Returns Awaiting

Return Authorizations may exist in several stages of readiness. Choose which of the following stages you want to include in the display:

Receipt

Select to include Return Authorizations waiting for Customer returns to be posted as received.

Shipment

Select to include Return Authorizations waiting to be shipped to Customers.

Payment

Select to include Return Authorizations waiting for Customer payment.

Include

You may choose to include the following optional information:

Unauthorized

Select to include unauthorized Returns in the display. If not selected, unauthorized Return will not be included.

Expired

Select to include expired Return Authorizations in the display. If not selected, expired Return Authorizations will not be included.

Include Closed

You may choose to include closed Return Authorizations within a specified date range:

Start Date

Closed Return Authorizations entered on and after this date will be displayed.

End Date

Closed Return Authorizations entered on and before this date will be displayed.

Return Authorizations

Display lists Return Authorizations by Customer or Customer Type, using the specified parameters.

Tip

Some of the processing required for a Return Authorization (e.g., posting Receipts) may be handled on the Return Authorization header, which you can reach by using the EDIT button.

Using the Return Authorization Workbench you have the ability to process Customer returns where credit is due. To process Customer returns due credit, select the "Due Credit" tab. The following screen will appear:

Customer Credits Due

When processing Customer returns due credit, you are presented with the following options:

Sales Credit

Select to include Customer returns eligible for a Sales Credit in the display.

Note

Customer returns handled by Return Authorizations are handled outside the normal Sales Credit Inventory handling process. By default, returns created from a Return Authorization will show a quantity returned value equal to zero.

Payment

Select to include Customer returns eligible for payment in the display.

Credit Card

Select to include Customer returns eligible for a Credit Card refund in the display.

Returns Eligible for Credit

Display lists Customer returns eligible for credit, using the specified parameters.

Post Sales Credits Immediately

Select if you want processed Sales Credits to be posted immediately after they are created. If processing a payment or credit card, this option is not available as the Sales Credit must automatically post in order to process a payment or credit card against it.

Print Sales Credit

Select if you want Sales Credits to be printed when you select the PROCESS button.

Tip

Some of the processing required for a Return Authorization (e.g., posting Receipts) may be handled on the Return Authorization header, which you can reach by using the EDIT button.

The following buttons are unique to this screen:

PROCESS

Highlight a Return Authorization and then select this button to create a Return for the selected Item. The Sales Credit will be added to the list of unposted Sales Credits in an unprinted state. However, you may print the Sales Credit as you process it by selecting the "Print Sales Credit" option. If you select the "Post Sales Credits Immediately" option, then the Sales Credit will be posted as soon as it is created.

Note

If the Customer specified on the Sales Credit has an EDI Profile attached, you may encounter an EDI processing interface when printing it.