Return of Goods for orders in KMN, to be returned in PRD

 

ALWAYS create a helpdesk ticket for this transaction, because 2 setting changes are required – to be done by the M3 technical team:

1. OIS014/G – Orig Inv Ref à to change to *M
2. OIS399 setting on the required wh à Field CO check to change to 2

 

These setting changes will enable the CS to enter manually a Return Receiving in OIS390 for an original order that is not present in PRD, but for which a Return of Goods is required.

 

The following steps will need to be done by CS.

 

Open OIS390

Enter a new receiving:

• Make sure that you are in Panel A. If not, click on the Shortcut Goto [Panel A] when still being in panel B
• Make sure that you enter the correct CLOUD warehouse number to which the goods are returning
• Leave receiving number blank
• Enter the customer number for which the Return of Goods needs to be done
• Make sure that the Ref order no is completely blank. Delete the Year and Division if needed.
• Panel Sequence should be E1 by default
• You can enter a customer address number, although not really needed

 

 

Click Next

 

In the next screen, enter the Receiving header information:

• Facility needs to be the Selling Facility. By default the OPS facility will enter, but this you will need to change, otherwise the Credit order will be placed on the wrong facility!
• Enter the return date when goods are expected back
• Make sure to select a Transaction reason code that fits why the goods are coming back to Kemin warehouse
• CO Type ALWAYS  needs to be R01

 

If you want to add Post-text on the header, you can do this by selecting the shortcut Post-text. This is not mandatory.

 

Click Next

 

This brings you to OIS391

Make sure your F13 settings (Actions-Settings) have Panel Sequence EF.

 

A receiving number is being created.

In OIS391 you cannot use Shortcut Retrieve, because there is no order in PRD to retrieve the to be returned material from. Therefore, you have to manually enter them.

Enter the item number and the quantity that needs to return. And press ENTER.

 

 

You will enter panel E of OIS391.

The lot number is a system generated lot number, as is in the standard procedure.

You could add the Sales price, this will bring you same benefit later, but it is not mandatory.

Click next to Panel F.

Nothing to be changed in Panel F, click Next again.

 

Now you have a return order line for this item in status 11.

As from here you follow the exact same steps as the Standard procedure describes.

You need to do Receiving of the goods in OIS391 or OIS390, bringing the status to 22.

You need to do Inspection of goods in OIS392, bringing the status to 33.

Note of caution: 

• during inspection, you need to inspect lot number by lot number and do Update.
• If the lot exists in PRD in MMS235 and it will update without issue.
• If you get a warning like ‘Sales date has expired’, press ok, and Update again.
• If the lot number to return does not exist yet in MMS235, you will get a warning ‘Lot Number xxx does not exist’. You will need to request an authorized person to create the lot number in MMS235 before you can continue with the inspection.

 

Once all goods inspected, go to OIS390/Panel B.

The receiving number should be in a status 33-33.

Use the Shortcut Create Credit (OIS393)

In OIS393, if you already entered the sales price in OIS391/E, it will be shown here. If not, you will have to enter it manually.

 

Press Update

 

You will get an Alert that a Temporary order is being created. You will need to check/release in OIS275.

This is due because you have to enter the original invoice number in OIS100/Panel G.

 

 

 

 

In Panel G, add the original invoice number 

You will be able to do this, due to a setting change in the order type.

 

 

Then check/release the batch order line in OIS276

If the sales price list was entered, this should normally bring the status straight to 90.

 

Return Credit order is created.

 

In OIS101, make sure that you add all required discounts (check with finance).

Add pre-or post-header or line text were required before invoicing.

 

Invoice approval will be required since the delivery will have status 61.

Then invoice the return credit.

 

When finished, please reply back on the Helpdesk ticket, so the technical team can do a reset of the OIS014 and OIS399 settings.