Returns for Replacement at the Same Price: Implementation Activity

By completing the following implementation activity, you will learn how to configure and activate the RR order type.

Story

Suppose that you, as the implementation manager, need to configure the processing of customer returns with the replacement of items for the same price. Thus, you need to configure and activate the RR order type in the system.

System Preparation

  1. In a new tenant, prepare the company with basic settings as described in Company Without Branches: General Information.
  2. Launch the MYOB Advanced website, and sign in to the prepared company as admin.

Step: Configuring and Activating an Order Type

  1. Open the Order Types (SO201000) form.
  2. Open the RR order type.
  3. In the Freight Account box of the General Settings tab (Posting Settings section), specify 40010 (Sales – Freight).
  4. In the Summary area, select the Active check box.
  5. On the form toolbar, click Save.
  6. Open the Sales Orders (SO301000) form. In the Summary area, make sure that RR is available for selection in the Order Type box.