To Process a Cash Return Order (CR)

To record a return of items that were sold in a cash sale, you process a cash return order (that is, an order of the CR order type) by using the Sales Orders (SO301000) form.

To Process a Cash Return Order

1. Open the Sales Orders (SO301000) form.
2. In the Summary area, select the order by specifying its type (CR) and reference number.
3. On the More menu, click Prepare Invoice.

   This generates a cash return document with the returned items listed. The system opens the Invoices (SO303000) form to display the new document.

4. On the More menu of the opened form, select Release to release the cash return document.

   The system updates the availability data by creating an inventory transaction of the Credit Memo type, and generates a cash transaction of the Cash Return type. Once you release the cash return, the original CR order is assigned the Completed status.