1. Click Accounts payable> Common Forms> Purchase order.

2. Click Advancedto see the complete form.

3. Press CTRL+N to create a new purchase order.

4. In the Vendor accountlist, select the intercompany account number of the company for which the return will be processed.

5. In the Purchase orderlist, select Returned order, and then select the Intercompanycheck box.

6. Complete the rest of the Create purchase orderform, and then click OK.

   Note
   For more information about how to work with the Create purchase orderform, see Create a purchase order.

7. Depending on the type of return, you can choose from the following next steps:

   • Process the return using the purchase order. Click Functions> Create credit note, select the corresponding purchase order, and then click OKto update the purchase order with line unit prices, discounts, and miscellaneous charges from the original issue lot.

   • Manually return the item. On the Linestab, use the Item numberfield to manually select the items that the customer wants to return and enter a negative quantity for each.

1. Click Accounts receivable> Common Forms> Return Order Details.

2. Press CTRL + N to open the Create return orderform.

3. In the Create return orderlist, select the intercompany account number of the company for which the return will be processed. Double-check that the Intercompanycheck box is selected automatically. This is the indication that the customer is an intercompany account.

4. Complete the rest of the Create return orderform, and then click OK.

   Note
   For more information about how to work with the Create return orderform, see Create a return order.

5. Depending on type of return, you can choose from the following next steps:

   • Process the return using the sales order. Click Functions> Find sales order, select the corresponding sales order, and then click OKto update the return order with lines prices, discounts, and miscellaneous charges from the original issue lot.

   • Manually return the item. On the Linestab, use the Item numberfield to manually select the items that the customer wants to return and enter a negative quantity for each.

   • Create a credit note. Click Inquiries> Purchase orderand select the purchase order from which you want to create a credit note.

A three-legged chain return order is applied when Company A registers the actual return order and then creates the customer credit note, but where the actual goods are NOT returned to Company A but directly to Company B. In this case, you must manually change the delivery address on the external customer return order from the Company A address (the default) to the correct delivery address at Company B.

1. Click Accounts receivable> Common Forms> Return Order Details.

2. Press CTRL + N to open the Create return orderform.

3. In the Create return orderlist, select the account number of the external customer for which the return will be processed.

   Note
   For more information about how to work with the Create return orderform, see Create a return order.

4. After completing the Create return orderform, click the Othertab in the Return ordersform and select the Direct deliverybox. (The Autocreate intercompany ordersand Allow indirect creationboxes are selected automatically.)

5. To copy lines from an existing sales order, click Functions> Find sales order.

   -OR-

   To manually select the items to be returned on the Linestab, make selections in the Item numberfield and enter a negative quantity for each.

   Note
   For each line item, if the default vendor is another company account for which an intercompany endpoint relation is defined, and if the line disposition action is not Credit Only, then a purchase order is created for each relevant vendor, along with a corresponding intercompany sales return order.