Returns for Credit with Receipts: Mass-Processing of Documents

The following sections explain how to mass-process documents related to the processing of customer returns for receipt, and how the system generates, changes, or works with documents as a result of the mass processing.

Mass-Creating Shipments

You can create multiple shipments on the Process Orders (SO501000) form by selecting the Create Shipment action, selecting the unlabeled check box in the return order lines to be processed (which could include lines from the return order or orders you were working with, as well as lines of any other order requiring shipping), and click Process on the form toolbar to generate the shipments.

Mass-Printing Pick Lists

For multiple shipments that have the On Hold or Open status, you can mass-print pick lists by using the Process Shipments (SO503000) form. On this form, you select the Print Pick List action, select the unlabeled check boxes in the rows of the shipments for which you need to print pick lists, and click Process on the form toolbar.

Mass-Confirming Shipments

Shipments can be confirmed in bulk. To confirm multiple incoming and outgoing shipments at a time, you open the Process Shipments (SO503000) form and select the Confirm Shipment action. Then you select the unlabeled check boxes in the rows of the shipments to be processed, and click Process on the form toolbar. The system confirms the selected shipment documents.

Mass-Creating Sales Invoices

You can create multiple sales invoices (which are invoices of the Credit Memo type for returns for credit) on the Process Orders (SO501000) form. On this form, you select the Prepare Invoice action, select the unlabeled check boxes in the return order lines to be processed (which could include lines from the return order or orders you were working with, or lines of any other order), and click Process on the form toolbar.