The Create Replacement Order Button allows you to create a new sales order for the items and quantities on the selected Return Authorization. Replacement sales orders are created in order to replace the goods that are being returned to you by the customer on the RA.
Creating a replacement sales order for an RA is an optional process, and an RA can be created in order to credit a customer for returned goods regardless of whether or not a replacement order is placed for the items on the ra.
The Create Replacement Order Button can be used to create two different types of sales orders that are related to the RA being processed. The type of order is based on the status of the RA at the time that the replacement order is created.
If you ship replacement goods or create a sales order to ship the replacement goods to a customer before receiving the items that are being returned by the customer, the system treats the order as a “Cross Shipment”. The Cross Shipment option allows you to immediately send a replacement item to the customer and to track the fact that the item has been shipped on the RA. When the Cross Ship Option is used, a new sales order is created for the items being shipped out, and these items are billed to the customer in the normal manner.
When a cross shipment order is created, the system updates the Cross Ship Quantity (this is sometimes shown as CQ in the RA Line Lookup program) in the ra lines with the quantity of the item that was processed on the replacement order, it loads the return date in the ra line with the date on which the order was created, and it loads the returned by field with the operator initials of the operator who created the order. The price on the replacement order is defaulted based on the Replace Value in each RA Line being processed.
If you ship replacement goods (or create a sales order to ship replacement goods) to a customer only after the goods being returned by the customer are physically received, the system treats the sales order as a replacement order. When this option is used, the system creates a new sales order for the items being shipped out, and these items are billed to the customer in the normal manner. When a replacement order is processed after an ra has been received, the system loads the Returned Quantity and Returned Date in each ra line with the quantity from the order, and the date on which the order was entered, and the Returned By field with the operator initials of the operator who created the replacement order.