(If the order has been Delivered and the A/R Invoice has NOT been paid, process the Return this way)
1. Log into SAP
2. Select “Sales-AR”
3. Select “Return”
Figure 1:
4. Enter the “Customer” placing the return or select Tab to pull up a “List of Business Partners”
5. Enter a “Customer Ref. No.” if applicable
6. Choose the “BP Currency” or leave at default
7. Enter the “Posting Date, Due Date, and Document Date” or leave at defaults
8. Choose the “Item / Service Type” (in above example “Item” is selected because the return is for an Inventory Item)
9. Select “Copy From” at the bottom right side of screen and select “Deliveries”
Figure 2:
10. Select the delivered Order to be returned
Figure 3:
11. The “Draw Document Wizard” window pops up
Figure 4:
12. Choose the default selections and select “Finish”
13. The Return form is now auto-populated with the information from the order
14. The “Remarks” field is auto-populated with the Sales Order Number and the Delivery Number
Figure 5:
15. Select “Add” to place the return
16. Pop up window appears: “You cannot change this document after you have added it. Continue?” Select “Yes”
17. Using the “Serial Number Selection” screen, confirm the Serial Number in the selection matches the serial number of the item being returned
18. Select “OK”
Figure 6:
19. This will bring you back to the “Return” Window
Figure 7:
20. Select “Add”
21. Pop up window appears: “You cannot change this document after you have added it. Continue?” Select “Yes”