Returns to resolution

Step by step

1. Identify source Sales Representative

   Sales Representative or Purchasing Manager identifies the original transaction, direction, party, reason and remaining returnable quantity.

   • Establishes original net scope
   • Updates Shipment lines, Goods receipt lines, Return lines

2. Authorize return Sales Manager

   Sales Manager or Purchasing Manager reviews the bounded requested quantity and records the decision before the return is authorized.

   • Bounds physical return authority
   • Updates Returns, Approvals
   ApprovalA person approves before the work moves on.

3. Record actual goods Warehouse Operator

   Warehouse Operator records the quantity and lot physically received or sent, keeping it tied to the original source line.

   • Records actual movement and custody
   • Updates Return lines, Stock events

4. Decide disposition Warehouse Manager

   Warehouse Manager approves restock, hold, rework, scrap, supplier return or dealer return for the actual eligible quantity.

   • Directs eligible goods to a location or loss
   • Updates Return dispositions, Inventory positions
   ApprovalA person approves before the work moves on.

5. Resolve credit Accountant

   Accountant prepares the applicable credit or supplier settlement using the original commercial basis. Finance Manager approves a required refund separately.

   • Separates commercial credit from cash movement
   • Updates Customer invoices, Supplier invoices, Refunds
   ApprovalA person approves before the work moves on.

Sales Representative

, Sales Manager, Purchasing Manager, Warehouse Operator, Warehouse Manager, Accountant, Finance Manager and Admin work on their parts of the case.