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Former Member

Sales Return Configuration

Hi Gurus,

I would to know the Sales Return configuration settings.

Our process

Order > Delivery > PGI > Billing

Return

Order > Delivery > PGR > Credit Memo / Debit Memo

High Price - Value

Order > Billing Credit Memo

Low Price - Value

Order > Billing Debit Memo

Correct me if I am worng.

They are cases

Sold Good qty = 5 but return 5

Sold Good qty = 5 but return only 1

Sold Good qty = 5 but value high

Sold Good qty = 5 but value low

Kindly suggest me the configuration steps that will help me to solve the above.

Rajesh

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    author's profile photo Former Member
    Former Member
    Posted on Jun 19, 2008 at 08:30 AM

    Hi PLEASE FINFD THE FOLLOW

    Returns and Complaints

    Overview

    Purpose

    Returns and complaints provide all the necessary activities for the complaint processing. The complaints process focuses on the 0processing of credit memos if no goods are sent back. During returns processing goods are returned and go through a quality evaluation. The goods are then returned into unrestricted stock or blocked stock.

    Prerequisites

    Module involved: SD, QM

    To map the process flow in complaints processing, the customer must have submitted a complaint about the goods in question.

    The corresponding master data (for example, articles, prices, conditions, customers, batches) must be maintained in the system.

    A processed Sales order and Item, or a Delivery number and Item, or both must be available.

    Process Flow

    Returns:

    u2022 Returns (sales order processing)

    u2022 Returns delivery (warehouse management)

    u2022 Credit memo request

    u2022 Billing document (credit memo creation)

    The value chain encompasses the following steps:

    Document Document type Description

    Order RE Returns

    Delivery LR Returns delivery

    Document Document type Description

    Order RE Returns

    Billing document RE Credit memo for returns

    Result

    At the end of this scenario, the return is entered, a credit memo is created, and the goods are posted back to the own stock, or categorized after a quality inspection.

    Master Data

    Field Data Description

    Shipping Point 1000

    Customer 30

    Material 60

    Quantity of C20510 100

    Sales Organization 1000

    Distribution Channel 10

    Division 10

    Returns

    Prerequisite

    A complete sales process starting with a sales order must exist, followed by a delivery, and completed by an invoice for finished goods 60 and customer 30

    Create Sales Order

    Use

    This task lets you create a sales order for a customer.

    Procedure

    1. To carry out the activity, choose one of the following navigation options:

    SAP Menu Logistics  Sales and Distribution  Sales  Order  Create

    Transaction Code VA01

    2. On the Create Sales Order: Initial Screen, enter the required data, then choose Enter:

    Field name Description R/O/C User action and values Note

    Order type OR Standard order

    Sales Organization 1000

    Distribution Channel 10

    Division 10

    3. On the Create Standard Order: Overview screen, enter the necessary data and choose Enter.

    Field name Description R/O/C User action and values Note

    Sold-to party 30

    PO number <purchase order number> AZT2

    4. Enter the following required data and choose Enter.

    Field name Description R/O/C User action and values Note

    Material 60

    Order quantity 100

    5. You will be able to see pricing and availability information to tell to a customer, if required.

    6. Choose Save .

    7. The system displays the message Standard Order xx has been saved.

    Result

    The Sales Order document has been saved.

    Create Delivery

    Purpose

    This scenario demonstrates batch determination within a delivery (as opposed to batch determination within a sales order). The batch determination may be carried out automatically (as we do in this scenario) or manually. Usually batch determination will be carried out automatically. However, if no batch matches the selection criteria, the batch determination can be triggered manually.

    Procedure

    Ensure sufficient stock of material30 is available prior to executing this step. If stock is not available, use t-code MB1C with movement type 561 to create stock.

    1. Access the transaction using:

    Menu path Logistics  Sales and distribution  Shipping and Transportation  Outbound delivery  Create  Single Document  With Reference to Sales Order

    Transaction code VL01N

    2. Enter the necessary data, and then choose Enter.

    Field name Des-cription Req./Opt./Dep. User action and values Comment

    Shipping point 1000 Shipping Point 1000

    Order Order # from previous step

    3. On the Delivery create: Overview screen, choose the Picking tab.

    4. Choose the Batch Split Indicator button in the first line.

    5. A second line is displayed. In the Pick quantity field, enter the value from the Delivery quantity field. Choose Enter.

    6. Choose the Batch Split Indicator button to close the lines.

    Check the Picking Status:

    7. Choose . The system displays the message Delivery 8xxxxxx has been saved.

    8. Note delivery number and go back .

    Result

    A delivery document was created, the batches were automatically determined, and the goods issue was posted.

    Create Billing

    Use

    Billing signifies the end of the business transaction in Sales and Distribution.

    Procedure

    1. Access the transaction using:

    Menu path Logistics  Sales and distribution  Billing  Billing document  Create

    Transaction code VF01

    2. On the Create Billing document screen, enter the delivery document number from the previous step. To process the document, choose Enter.

    3. Choose Save . The system displays the message Document 9xxxxxxx saved.

    4. From the menu bar, choose Billing Document  Change.

    5. On the Change Billing Document field, in the Billing field, enter the billing document number, then choose

    6. On the List of Documents in Accounting dialog box, double-click on the . The various accounts and offsetting entries are listed.

    7. Choose Back .

    Result

    A billing document has been created and the postings to FI and CO have been made.

    Creating Returns

    Procedure

    1. Access the transaction using:

    Menu Logistics  Sales and distribution  Sales  Order  Create

    Transaction code VA01

    1. On the Create Sales Order: Initial screen, make the following entries

    Field name Description Req./Opt./Dep User action and values Comment

    Order type RE Return order

    Sales organization 1000 Sales org. AZ01

    Distribution Channel 10 Direct sales

    Division 10 Product division 01

    2. and enter the button

    3.

    4. On the selection screen select the Tab and enter the Billing document number from the previous step and press the button.

    5. On the Create Returns: Overview screen, in the dropdown, select Damaged in transit.

    6. Choose Save . The system displays the message Returns 6xxxxxxx has been saved.

    7.

    Creating Returns Delivery

    Use

    The next step of the returns process is to create the returns delivery. During goods receipt of returns, an inspection lot is created automatically.

    Prerequisites

    The returns order must exist.

    Procedure

    1. Call up the transaction as follows:

    Menu path Logistics -> Sales and Distribution -> Shipping and Transportation -> Outbound Delivery -> Create -> Single Document -> VL01N - With Reference to Sales Order

    Transaction code VL01N

    2. On the Create Outbound Delivery with Order Reference screen, enter the required data and choose Enter.

    Field name Description Ent./Opt./Dep. User action and values Note

    Shipping point R 1000 Returns shipping point

    Selection date Selection date for the delivery <Date>

    Order Number of sales order R <Return order number>

    3. On the Returns Delivery Create: you can see the batch number which is assigned automatically. For Ex:

    4. And choose the button .

    5.

    6.

    7. The system displays the message Returns Delivery 84xxxxxx has been saved.

    Note: In back ground automatically inspection lot is generated.

    Result

    A return delivery is saved in the system, and the returned goods are posted into inventory as returns.

    NOTE:

    You can display the stock using transaction code MMBE. On the Stock Overview screen, enter your material number T3570 and plant 0101, then choose . On the next screen, here you can check the stock status.

    Quality Inspections for Deliveries

    The quality inspection takes place after the returned goods have been received and booked into Returns. During goods receipt for returns, an inspection lot is automatically created. After the quality inspection, the further handling of the returned goods is decided. In our case, only defect recording is performed manually. You can book returned goods from Returns to unrestricted-use stock if the quality meets the standards, or to blocked stock if the quality does not meet the standards.

    Prerequisites

    The returned goods have been received. During goods receipt for returns an inspection lot is automatically created.

    Inspecting Goods Receipt

    Procedure

    1. Access the transaction using:

    Menu Logistics  Quality Management  Quality Inspection  Worklist  Inspection  Change Data.

    Transaction code QA32

    2. On the Inspection lot selection screen, enter the below necessary data, then choose :

    Field name Description Req./Opt./Dep. User action and values Comment

    Material T3570

    Plant 0101

    Inspection lot origin 06 Returns from customer

    3. On the Change Data for inspection lots: inspection lot worklist screen, select the relevant inspection lot, for ex: then choose Create Defects from the menu bar.

    4. On the Record Defects: Initial screen, in the field, choose F4 (possible entries) then double-click a report (for example, 00000010 Defect type and no. of defects (sum.).

    5. Choose Enter.

    6. On the Defect overview for inspect. lot: Record screen in the section Overview of Items, in the , choose F4.

    7. In the Multiple selection of codes dialog box, choose and expand a code group (for example,YF-CG01) and select a defect (for example, Select 4 u2013 Quality Problems) then choose .

    8. On the Defect overview for inspection lot: record screen, you can also choose a (for example, .) in the Defect Class field.

    9. Choose Save .The system displays the message Defect data for inspection lot xxxxx is being saved.

    Creating Usage Decision

    10. Access the transaction using:

    Menu Logistics  Quality Management  Quality Inspection  Worklist  Inspection  Change Data.

    Transaction code QA32

    11. On the Inspection lot selection screen, enter the necessary data, then choose :

    Field name Description Req./Opt./Dep. User action and values Comment

    Material T3570

    Plant 0101

    Inspection lot origin 06 Returns from customer

    1. On the Change Data for inspection lots: inspection lot Worklist screen, select the relevant inspection lot, and then choose .

    2. On the Record Usage Decision: Defect Overview screen, select the relevant item in the Defects section.

    3. In the code section, in the field choose F4. In the Usage decision for inspection lot dialog box, select ) and expand the node.

    4. Choose a usage decision (for example, ).

    5. Choose Save . The system displays the message Usage decision for inspection lot 0101 06XXXXXXX is saved.

    Booking Returns to Unrestricted or Blocked Stock

    Use

    The returned goods are not booked automatically into blocked or unrestricted stock you have to do this manually with the following transaction and book for example accepted goods into unrestricted stock and rejected goods into blocked stock.

    1. Run the transaction as follows:

    Menu Logistics  Materials Management  Inventory Management  Goods Movement  Transfer Posting

    Transaction code MB1B

    2. On the Enter Transfer Posting screen, choose a relevant movement type, such as:

    u2022 459 Stock transfer returns to blocked

    3. In Plant, enter 0101. In Storage location, enter 0101 (trading good and finished good). Choose Enter.

    4. On the Enter Transfer Posting: New Items screen, enter material T3570, quantity (from

    Return Order), and press Enter, and you will get message like below screen, click u201CNOu201D

    And select the information message, and enter the batch number (from the return delivery), in the Field, then choose Enter. Ignore the message by pressing Enter once again.

    5. Choose Save . The system displays the message Document 49xxxxxxxx posted.

    NOTE:

    You can display the stock using transaction code MMBE. On the Stock Overview screen, enter your material number T3570 and plant 0101, then choose . On the next screen, here you can check the stock status in blocked stock.

    Releasing Returns to Billing

    Previously, the return was saved with a billing block. The billing block is a default, but can be deleted for immediate processing. If you have billing block information, you must process this step. If the billing block was left blank in the return, this step does not apply.

    Use

    Customizing settings are made to ensure that manual release of the order for the bill is necessary. This is done to ensure that the entries are correct.

    Procedure

    1. Access the transaction using:

    Transaction code V.23

    2. On the Release Sales Orders for Billing screen, in Sales organization, enter AZ01, and then choose .

    3. On the Release Orders for Billing screen, select the sales document number for ex:

    4. And then choose . The system displays the message Returns 6xxxxxxx has been saved.

    5. Choose Back twice.

    Billing

    Based on the return delivery, we issue a credit memo to our customer.

    Procedure

    1. Access the transaction using:

    Menu Logistics  Sales and distribution  Billing  Billing document  Create

    Transaction code VF01

    2. In the Document field, enter your return delivery number, and then choose Enter.

    3. On the Credit for Returns (RE) Create: Overview of Billing Items screen, choose Save .

    4. The system displays the message Document 9xxxxxx saved (no accounting document generated).

    5. From the menu bar, choose  Change. OR Go to VF02 u2013 Put in the returns billing document number. Press Enter.

    6. On the Credit for Returns (RE) Create: Change Billing Document screen, choose from the menu bar u2013 Billing Document --- Release To Accounting. The system displays the message billing document xxxxx has been saved.

    7. Then Choose .

    8. On the List of documents in accounting dialog box, double-click on . The various accounts and offsetting entries are listed.

    9. Choose Back .

    10. Double-click on .

    11. Choose the tab. And click the tab button to check the posting Key fields (for example customer hierarchy, sales employee and so on) are displayed. For each of these keys, the relevant values are updated in CO-PA. You can display the values (sales quantity, manufacturing costs, and so on.). These values are displayed with a minus sign

    For ex:

    Next to them as they are retroactively posted in returns.

    12. Choose Back .

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