Direct Returns: Implementation Checklist

The following sections provide details that you can use to ensure that the system is configured properly for processing direct returns, and to understand (and change, if needed) the settings that affect the processing workflow.

Implementation Checklist

Before you begin processing direct returns, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.


Form	Criteria to Check
Enable/Disable Features (CS100000) form	Make sure that the Advanced SO Invoices feature has been enabled.
Sales Orders Preferences (SO101000) form	Make sure that all necessary settings related to order management have been specified, as described in Configuration of Order Management: Implementation Activity.
Customers (AR303000) form	Make sure that all needed customers have been defined in the system, as described in Customers: Implementation Activity.
Stock Items (IN202500) form	Make sure that all stock items have been defined in the system, as described in Stock Item Creation: Implementation Activity.

Other Settings that Affect the Workflow

You can affect the workflow of processing direct returns by specifying additional settings as follows:

To cause inventory issues to be automatically generated and released on release of credit memos (invoices of the Credit Memo type), select the Automatically Release IN Documents check box on the Sales Orders Preferences (SO101000) form.
To cause general ledger batches generated during the processing of sales documents to be posted automatically, select the Automatically Post on Release check box on the General Ledger Preferences (GL102000) form. For information on processing general ledger batches, see GL Transactions: General Information.

Testing of Settings

To make sure that all settings are configured correctly, we recommend that you process a direct return for testing purposes, as described in Direct Returns: Process Activity.