Field descriptions: Sales return receipt

Field Description
Number

The sales return receipt number.

If sequence number rules have been defined for the sales return receipt on the Sequence number assignment page, the return receipt number populates automatically after you save the return receipt for the first time.
Stock site

The stock site where the items are received.
Return receipt date The sales return receipt creation date.
Ship-to customer The customer that returns the items.

Lines tab

Field Description
Item ID The item ID.
Item name

The item that needs to be received.
Origin

The origin is Return because sales return receipts are linked with sales return requests.
Quantity in sales unit

The quantity of items that need to be received, in the sales unit.
Stock detail status

The stock detail status for the line.

  • Not required: The item is not stock managed. You do not need to enter stock details.
  • Required: The item is stock managed. You need to enter stock details for all quantities.
  • Entered: Stock details are entered for all quantities.
Stock status

The stock status for the line. It changes along the return receipt flow and stock movements.

  • Draft: The return receipt is created, but not yet posted. Stock movements have not started.
  • In progress: The return receipt is posted. Stock movements are in progress.
  • Completed: Stock movements completed correctly.
  • Error: There are stock movement errors. You can select Error to see what the stock errors are.

Detail panel of a sales return receipt line

Information tab

Field Description
Item description

The item description defaults to the item. You can edit it if necessary.
Item name The item returned by the customer.
Origin

The origin is Return because sales return receipts are linked to sales return requests.

Sales block

Field Description
Quantity in sales unit

The quantity of items that need to be received in the sales unit.
Sales unit

The item sales unit.

Stock block

Field Description
Quantity in stock unit

The quantity of items that need to be received in the stock unit.
Stock unit

The item stock unit.
Stock unit conversion factor

The sales to stock unit conversion factor.

The sales to stock conversion factor is managed on the item record.

Origin tab

Field Description
Document type The origin document type such as sales order.
Origin document number The origin document number and a link to this document.
Status The origin document status.

Stock tab

Field Description
Lot

The lot number of the stock detail line when there is only one line or the lot number of the stock detail lines if all the lines have the same lot number. If there are several stock detail lines with different lot numbers this field remains empty.
Stock location

The location of the stock detail line when there is only one line or the location of the stock detail lines if all the lines have the same location. If there are several stock detail lines with different locations this field remains empty.
Stock status

The stock status of the stock detail line when there is only one line or the stock status of the stock detail lines if all the lines have the same stock status. If there are several stock detail lines with different stock statuses this field remains empty.

Line notes tab

The notes you enter on this tab relate to the sales return receipt line. If you want to add notes for the sales return receipt in general, go to the Notes tab for the sales return receipt.

Field Description
Internal line notes

The text box where you can add notes you want to share with your colleagues about the sales return receipt line. Those notes are only for internal purposes. Customers cannot see them.

Stock receipt detail window

Field Description
Item

The item that needs to be received.
Quantity

The quantity of items that need to be received. You need to enter stock details for this quantity.
Site

The stock site.

Stock details grid

Field Description
Expiry date The lot expiry date, if applicable.
Location

The location at which you receive the item if the site is location managed.
Lot The lot number, for lot managed items.
Quantity in stock unit

The quantity of items the stock details apply to in the stock unit.
Serial number The serial number allocation status.
  • To be assigned: You need to assign serial numbers to the items for the stock line.
  • Assigned: Serial numbers are assigned to all the items for the stock line.
  • Partially assigned: Serial numbers are assigned to some items for the stock line. You need to assign serial numbers to all items.
  • To be updated: The item quantity on the stock line was changed. You need to update the serial numbers accordingly.
Status

The stock status you receive the item with, such as Q (Quality control) or R (Rejected).
Sublot The sublot number if the item is sublot managed.
Supplier lot number The supplier lot number if the item is managed by supplier lot.

Serial numbers grid

Field Description
From serial number The first serial number in the serial number range.
Quantity

The quantity of items in the serial number range.
To serial number The last serial number in the serial number range.

Information tab

Ship-to address

Field Description
Address line 1 & 2

The address details.
City

The city or town where the address is located.
Country

The country where the address is located.

County

State

Region

Division

The field label and formatting changes according to the selected country.
Name

The company or person at this address.
Phone number

The main phone number for the address.

Post code

Postal code

The postcode or ZIP code according to the selected country.

Notes tab

The notes you enter on this tab relate to the sales return receipt. If you want to add notes for a particular line, go to the Line notes tab of the line detail panel.

Field Description
Internal notes

The text box where you can add notes you want to share with your colleagues about the sales return receipt. Those notes are only for internal purposes. Customers cannot see them.