- [Instructor] While eating a slice of cheese pizza
from Mr. Lombardi, the phone started going crazy.
On one line is Nova screaming at OEC
for selling crappy equipment,
and the other is Sarah crying in the phone
that the tablets don't work.
After giving a conference call together,
we find out the whole story.
The 15 reconditioned tablets
can't load the menu application.
They have an OS that's too old for the current versions
of the Huli pizza menu application.
They're also the wrong size for the surfboard frames
for tabletop use.
OEC agrees to take a return on the reconditioned
tablets and send out the correct ones.
In SAP Business One there's three modules
you'll end up using to do returns,
return request, returns, and AR credit memos.
If you have version 9.3 of SAP Business One or later,
you'll have the return request module.
This is the best place to start handling a return.
It will take your return item,
assign a return authorization and place the inventory
as coming back to you.
So I'm going to go to AR invoice.
I'm going to hit find here, go to customer, C314
and we're going to to the Carpintaria one.
Choose it.
Okay.
So here's our invoice and then go to the bottom and we can
copy this to an AR credit memo.
Or a return request.
For this one, we're going to go to overturn request.
And it tells you up top that Huli Pizza Carpintaria
is the customer.
Yep, that's what we want.
So this has already started set it up
and this is already got a lot of stuff here.
There's a few things you may want to set up.
So I'm going to go, first of all,
make this window a little bigger and going back up here to
form settings, I'm going to make a couple forms
in settings changes here like we did before.
So I go to table format and the ones I like to add
are warehouse, and if you all the way down to the bottom,
you'll see return reason and return action.
And some of these other things you can get rid of like
blanket agreement and stuff, but I'm just going to do that.
So you can see these will be all with the end.
Okay. I'll hit OK.
And there it is.
All right, now when I'm looking at this,
I'm not worried about this line here.
This isn't the problem. These are fine.
So I'm not getting a return on the white tablets.
So I'm going to right click on that number two
there and delete the wrong,
because we're only worried about the quantity of 15
reconditioned tablets, okay?
Now another thing some people will do will be place items
in a special warehouse for returns.
So you can see here,
we've got different warehouses and I'll open that up.
And we made a little earlier a returns warehouse,
and I'm going to use that one so I can set this up,
that those that are in return warehouses are things that I'm
making sure are still working before I put them back
into general inventory.
So I'm going to go ahead and hit choose here for that.
Some people put them directly back into inventory if they
haven't been opened or anything like that, that's up to you,
but I'm going to do it this way,
'cause I like to have things inspected.
All right.
And next I'm going to go all the way to the end here
with that return reason return action.
I'll do a click down here.
There is no return reason for what I want to do.
So I'm going to make one up and we'll call this incompatible
and I'll update.
And then my return action will be,
I can repair replace return.
What are we going to do?
And in this case, we're going to just return it.
Okay. So we've got that one set.
All right.
Now I can go ahead and add this and it added successfully.
Now I'm going to go back to modules and see what happened
here in the inventory with the item master data.
And we're going to interested in E here, good inventory data.
And you'll see where it is.
It's in the returns warehouse as ordered.
So did we really order them?
Not really.
You have to understand that ordered means any product that
is shipping to the company.
So both a return and ordered goods comes under
the category of ordered.
So be careful about that.
This ordered number may include returns.
It may not just be things that you actually ordered,
which is one of the nice things about having a warehouse
of this, that you can actually split that out.
All right, I'm going to cancel that.
I'm going to go back to my return requests that I made.
And of course, once it's made,
you can email or print the return request,
like any other marketing document we've explored,
you can write your own email or mention over phone
conversation, the RMA number,
which is going to be your document number up here.
I haven't had any returns yet in this system.
So it's actually RMA number one.
A return request is an intermediate step available
in SAP Business One 9.3 or later to change inventory
without affecting the customer's account.
Most often you'd use it like this case where you've changed
inventory, but not change the bill due
to the customer.
To credit the customer, there's one more step.