A receipt of goods for a customer return may be created either with reference to a purchase order document or to a customer return document. Details of this view are described in the article Receipt of goods – Customer return.

If the Customer returns function is activated in the Customizing application for the selected organization, a confirmation of receipt of goods for a customer return can be generated automatically via the button [New] → [Generate from Customer returns].

General instructions regarding the goods receipt document are described in detail in the article Procedures: Receipt of goods.

Creating a sales order from a receipt of goods of type Customer return

A receipt of goods document from customer returns allows the creation of a sales order with negative quantities and negative item values. The data for the generated sales order (items, stock owner, and ordering party) are taken from the receipt of goods.

To create a sales order from a receipt of goods of type Customer return:

1. The user creates a receipt of goods document with line items according to the instructions in the article Procedures: Receipt of goods.
2. Using the button [Select Action] → [Generate sales order from goods return and post receipt of goods], the user generates a sales order for the receipt of goods from the customer return.
3. The Generate sales order from goods return and post receipt of goods dialog will open.
4. In the dialog, the user activates the required parameters.
5. The user confirms the creation of the sales order by pressing [In Batch].

A linked sales order will be created (visible in the docked window Order reference chain) with negative quantities and amounts. The ordering party, quantities, and items are transferred from the goods receipt into the created sales order. The goods receipt status will be changed to Completed. If the receipt warehouse is a structured warehouse, the system will automatically generate an inventory order document.

Removing the assignment of customer returns

The [Remove customer return assignment] action allows the removal of all customer return documents assigned to the receipt of goods line items. This action can only be executed for receipts of goods that are not in status Completed.

To execute the action [Remove customer return assignment]:

1. The user opens a receipt of goods document for a return that is linked to a customer return document.
2. The user executes the removal action using [Select Action] → [Remove customer return assignment]
3. The Remove customer return assignment dialog will open.
4. In the dialog, in the Customer return field, the user enters the type and number of the customer return document for which the assignment will be removed. If the receipt of goods is linked to only one customer return document, the Customer return field cannot be edited.
5. The user confirms the selection with [OK].
6. The assignment will be removed.

Reducing the received quantity in customer returns

In the Receipt of goods application, the [Reduce receipt of goods quantities in customer returns] action is available, which allows decreasing the received quantity of items in the assigned customer return documents. This action must be executed for receipts of goods of type Customer return, which are linked to customer return documents. It can only be executed for receipts of goods that are not in status Completed.

To execute the action [Reduce receipt of goods quantities in customer returns]:

1. The user opens a receipt of goods document for a return linked to a customer return document.
2. The user executes the action using [Select Action] [Reduce receipt of goods quantities in customer returns]. The dialog Reduce receipt of goods quantities in customer returns will open.
3. The user executes the action with [In Batch].

Inserting items with reference to an order

The Receipt of goods application allows automatic insertion of line items into the document via the action [Insert line items from orders]. This action automatically transfers all required item data from the reference document.

To insert items with reference to an order:

1. The user opens a blank receipt of goods document with the status In Progress or Released. This must be done according to the instructions in the article Procedures: Receipt of goods, section Creating a Blank Goods Receipt Document.
2. The user selects the action via the application identification pane button [Select Action] → [Insert line items from orders].
3. The dialog Insert line items from orders will open.
4. The dialog allows the user to search for sales order line items with open return quantities and insert them into the receipt of goods document. The system searches sales orders for the partner defined in the Ordering Party field of the receipt of goods main view. To search for items, filters must be set in the fields available in the dialog header.
5. After filtering the results in the Insert Items with Reference to Order dialog, the user proceeds as follows:
   1. Define the item quantity in the Quantity
   2. Select the checkbox in the Selection
   3. Confirm insertion with [Apply selected]. If all retrieved items should be inserted, confirm with [Apply all selected].
6. If necessary, the user edits items by transferring them to the line item editor using [Edit Items].
7. The receipt of goods document must be saved with [Save].