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© RGL Consultancy aug. 2010

Customer Returns v0

Customer Returns

www.rglconsultancy.nl

 

CONTENTS:

Page

1)

Introduction

2

2)

Customizing settings

2

3)

Master data settings

9

4)

Process demonstration

11

© RGL Consultancy aug. 2010

1) Introduction

Customer Returns v0

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When customers are not satisfied with the product they received, they may return these products. This document details the steps to be taken to take the stock back into a HUM warehouse. First some of the relevant customizing and master data settings will be shown, then a demonstration of the process will be given.

2)

Customizing settings Sales order Type:

Standard SAP sales order type ‘RE customer returns” will be used. Its configuration is as follows:

Call up the customizing transaction as follows:

Menu Path

IMG Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Document Types

Tr. code / Table

VOV8 / TVAK

Click on button

© RGL Consultancy aug. 2010 1) Introduction Customer Returns v0 www.rglconsultancy.nl When customers are not satisfied

and fill in the sales area and sales document type.

Click on button
Click on button
© RGL Consultancy aug. 2010 1) Introduction Customer Returns v0 www.rglconsultancy.nl When customers are not satisfied

Select the line and then click on button

© RGL Consultancy aug. 2010 1) Introduction Customer Returns v0 www.rglconsultancy.nl When customers are not satisfied

© RGL Consultancy aug. 2010

Customer Returns v0

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© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Further we need to check if the

Further we need to check if the sales area 1000/10/00 which is planned to be used is assigned to this sales order type.

Call up the customizing transaction as follows:

Menu Path

IMG Sales and Distribution Sales Sales Documents Sales

Document Header Assign Sales Area To Sales Document Types Assign sales order types permitted for sales areas

Tr. code / Table

- / TVAKZ

Click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Further we need to check if the

and fill in the sales area and sales document type.

Click on button
Click on button

© RGL Consultancy aug. 2010

Customer Returns v0

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© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Delivery Type: Which delivery type is follow

Delivery Type:

Which delivery type is follow up document for sales order type RE?

Call up the customizing transaction as follows:

Menu Path

IMG Logistics Execution Shipping Copying Control Specify Copy Control for Deliveries

Tr. code / Table

VTLA / TVCPL

Click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Delivery Type: Which delivery type is follow
© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Delivery Type: Which delivery type is follow

Fill in the delivery and sales document type, then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Delivery Type: Which delivery type is follow
© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Delivery Type: Which delivery type is follow

Select the line with LR and then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Delivery Type: Which delivery type is follow

© RGL Consultancy aug. 2010

Customer Returns v0

© RGL Consultancy aug. 2010 Customer Returns v0 Details of delivery type LR. Call up the

Details of delivery type LR. Call up the customizing transaction as follows:

www.rglconsultancy.nl

Menu Path

IMG Logistics Execution Shipping Deliveries Define Delivery Types

Tr. code / Table

0VLK / TVLK

Select the line with LR and then click on button
Select the line with LR and then click on button
© RGL Consultancy aug. 2010 Customer Returns v0 Details of delivery type LR. Call up the

© RGL Consultancy aug. 2010

Billing Type:

Customer Returns v0

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Which billing type is follow up document of delivery type LR?

Call up the customizing transaction as follows:

Menu Path

IMG Sales and Distribution Billing Billing Documents Maintain Copying Control For Billing Documents Copying control: Delivery document to billing document

Tr. code / Table

VTFL / TVCPF

Click on button

© RGL Consultancy aug. 2010 Billing Type: Customer Returns v0 www.rglconsultancy.nl Which billing type is follow
© RGL Consultancy aug. 2010 Billing Type: Customer Returns v0 www.rglconsultancy.nl Which billing type is follow

Fill in the billing and delivery type, then click on button

© RGL Consultancy aug. 2010 Billing Type: Customer Returns v0 www.rglconsultancy.nl Which billing type is follow
© RGL Consultancy aug. 2010 Billing Type: Customer Returns v0 www.rglconsultancy.nl Which billing type is follow
© RGL Consultancy aug. 2010 Billing Type: Customer Returns v0 www.rglconsultancy.nl Which billing type is follow

However, as no copying requirements are defined on header level, no billing document can be created from delivery type LR.

Therefore we check if something has been defined for sales document RE to billing document RE.

© RGL Consultancy aug. 2010

Customer Returns v0

Call up the customizing transaction as follows:

www.rglconsultancy.nl

Menu Path

IMG Sales and Distribution Billing Billing Documents Maintain Copying Control For Billing Documents Copying control: Sales document to billing document

Tr. code / Table

VTFA / TVCPF

Click on button

© RGL Consultancy aug. 2010 Customer Returns v0 Call up the customizing transaction as follows: www.rglconsultancy.nl
© RGL Consultancy aug. 2010 Customer Returns v0 Call up the customizing transaction as follows: www.rglconsultancy.nl

Fill in the billing and sales document type, then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 Call up the customizing transaction as follows: www.rglconsultancy.nl
© RGL Consultancy aug. 2010 Customer Returns v0 Call up the customizing transaction as follows: www.rglconsultancy.nl

Select the line with RE and then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 Call up the customizing transaction as follows: www.rglconsultancy.nl
© RGL Consultancy aug. 2010 Customer Returns v0 Call up the customizing transaction as follows: www.rglconsultancy.nl

We see that copy rule 001 is defined.

Details of billing type RE.

Call up the customizing transaction as follows:

Menu Path

IMG Sales and Distribution Sales Sales Documents Billing

Billing Documents Define Billing Types Define Billing Types

Tr. code / Table

VOFA / TVFK

© RGL Consultancy aug. 2010

Customer Returns v0

www.rglconsultancy.nl

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Select the line with RE and then

Select the line with RE and then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Select the line with RE and then
© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Select the line with RE and then

© RGL Consultancy aug. 2010

3)

Master data settings

Output condition WMTA:

Customer Returns v0

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A WMTA output has been created to automatically create the Transfer Order(TO) for the return delivery.

Call up the transaction as follows:

Menu Path

Logistics Logistics Execution Master Data Output Shipping Outbound Deliveries Change

Transaction code

VV22

© RGL Consultancy aug. 2010 3) Master data settings Output condition WMTA: Customer Returns v0 www.rglconsultancy.nl

Enter output type and then click on button

© RGL Consultancy aug. 2010 3) Master data settings Output condition WMTA: Customer Returns v0 www.rglconsultancy.nl
© RGL Consultancy aug. 2010 3) Master data settings Output condition WMTA: Customer Returns v0 www.rglconsultancy.nl

Then click on button

© RGL Consultancy aug. 2010 3) Master data settings Output condition WMTA: Customer Returns v0 www.rglconsultancy.nl
Click on button
Click on button

© RGL Consultancy aug. 2010

Customer Returns v0

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Click on button 3 times to leave this transaction.
Click on button
3 times to leave this transaction.

Output condition RD00:

Created Billing output RD00 to enable the sending of a printed invoice to the customer.

Call up following transaction:

Menu Path

Logistics Sales and Distribution Master Data Output Billing Document Create

Transaction Code

VV31

Enter output type and then click on button
Enter output type and then click on button
© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Click on button 3 times to leave

Then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Click on button 3 times to leave

© RGL Consultancy aug. 2010

Customer Returns v0

www.rglconsultancy.nl

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Enter partner function, medium and Date, then

Enter partner function, medium and Date, then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Enter partner function, medium and Date, then

4)

Process demonstration

Bin Status Report:

Call up the transaction as follows:

Menu Path

Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Bin Status Report

Transaction Code

LX03

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Enter partner function, medium and Date, then
© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Enter partner function, medium and Date, then

The business case is that customer 2500 has returned 1 pallet of material QS6X20 which appeared to be ok and needs to be taken back into unrestricted-use stock.

Create Return Sales Order:

Call up following transaction:

Menu Path

Logistics Sales and Distribution Sales Order Create

Transaction Code

VA01

© RGL Consultancy aug. 2010

Customer Returns v0

© RGL Consultancy aug. 2010 Customer Returns v0 Enter the order type RE and the sales

Enter the order type RE and the sales area , then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 Enter the order type RE and the sales

www.rglconsultancy.nl

Click on button
Click on button
© RGL Consultancy aug. 2010 Customer Returns v0 Enter the order type RE and the sales

Note that I have entered storage location 2000 as the receiving storage location. When the returned stock is posted it will have stock category R(returns), which will differentiate it from other stock.

Create Return delivery, Pack the Goods and Post Goods Receipt:

Call up following transaction:

Menu Path

Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Create

Transaction Code

VL01N

© RGL Consultancy aug. 2010

Customer Returns v0

www.rglconsultancy.nl

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Enter shipping point, selection date, sales order

Enter shipping point, selection date, sales order no. and delivery type then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Enter shipping point, selection date, sales order
We need to pack the stock manually. Click on button Create a HU by entering a
We need to pack the stock manually.
Click on button
Create a HU by entering a packing material, then click on button
.

© RGL Consultancy aug. 2010

Customer Returns v0

www.rglconsultancy.nl

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Next go back by clicking on button
Next go back by clicking on button Click on button
Next go back by clicking on button
Click on button
© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Next go back by clicking on button

Display the document flow of the delivery. Call up following transaction:

Menu Path

Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Display

Transaction Code

VL03N

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Next go back by clicking on button

Enter delivery no., if not already defaulted.

Click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Next go back by clicking on button

© RGL Consultancy aug. 2010

Customer Returns v0

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© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Note the internal HU no. and the

Note the internal HU no. and the “GD ret.del. returns” document. Display doc. 4900036632 to check the movement type.

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Note the internal HU no. and the

Note that at this point no Accounting document has been created(see warning message below), because only after inspection of the stock we will know how to value the goods.

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Note the internal HU no. and the

With the Bin report (tx LX03) we check the stock situation after this goods receipt.

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Note the internal HU no. and the

Check the line with stock category “R” and make a note of the HU 110005670000007418.

© RGL Consultancy aug. 2010

Customer Returns v0

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Transfer Posting of Returns stock to unrestricted-use:

Suppose the stock is ok and can be made available to other customers. Than we need to create an

inbound delivery to take it into stock.

Call up the transaction as follows:

Menu Path Transaction Code Logistics → Materials Management → Inventory Management → Goods Movement → Goods
Menu Path
Transaction Code
Logistics → Materials Management → Inventory Management → Goods
Movement → Goods Movement (MIGO)
MIGO

Enter the above data then hit the keyboard “ENTER” button. Note the movement type proposed by the system which needs to be 453.

If everything is ok then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Transfer Posting of Returns stock to unrestricted-use:

This creates the following posting change delivery document.

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Transfer Posting of Returns stock to unrestricted-use:

Display the delivery in change mode. Call up following transaction:

Menu Path

Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Change

Transaction Code

VL02N

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Transfer Posting of Returns stock to unrestricted-use:

© RGL Consultancy aug. 2010

Customer Returns v0

Enter delivery no., if not already defaulted.

www.rglconsultancy.nl

Click on button
Click on button

As can be seen the TO has been created automatically and is also already confirmed. We now only have to post the Goods Issue.

Click on button

  • and then on button

© RGL Consultancy aug. 2010 Customer Returns v0 Enter delivery no., if not already defaulted. www.rglconsultancy.nl
© RGL Consultancy aug. 2010 Customer Returns v0 Enter delivery no., if not already defaulted. www.rglconsultancy.nl

Now click on button

© RGL Consultancy aug. 2010 Customer Returns v0 Enter delivery no., if not already defaulted. www.rglconsultancy.nl

(display document flow)

© RGL Consultancy aug. 2010 Customer Returns v0 Enter delivery no., if not already defaulted. www.rglconsultancy.nl

Display document 4900036633. Position the cursor on its line and then click on button

.
.

Then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 Enter delivery no., if not already defaulted. www.rglconsultancy.nl

© RGL Consultancy aug. 2010

Customer Returns v0

www.rglconsultancy.nl

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Now you can see that the accounting

Now you can see that the accounting document has finally been posted and the goods are thus valuated.

Transfer the stock from the receiving area to a High Rack bin:

Call up the transaction as follows:

Menu Path

Logistics Logistics Execution Internal Whse Processes Stock Transfer Create Transfer Order Move Storage Unit

Transaction Code

LT09

Enter the HU no. and set background processing. Click on button or hit the keyboard “ENTER”
Enter the HU no. and set background processing.
Click on button
or hit the keyboard “ENTER” key.
© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Now you can see that the accounting

© RGL Consultancy aug. 2010

Display TO Call up the transaction as follows:

Customer Returns v0

www.rglconsultancy.nl

Menu Path Logistics → Logistics Execution → Internal Whse Processes → Stock Transfer → Display Transfer
Menu Path
Logistics → Logistics Execution → Internal Whse Processes → Stock Transfer
→ Display Transfer Order→ Single Document
Transaction Code
LT21

Using the Putaway strategy, bin 03-01-04 was found in storage type 001, section 002.

Confirm TO(goods have been Putaway):

Call up the transaction as follows:

Menu Path

Logistics Logistics Execution Internal Whse Processes Stock Transfer Confirm Transfer Order Single Document In One Step

Transaction Code

LT12

Click on button or hit the keyboard “ENTER” key.
Click on button
or hit the keyboard “ENTER” key.
© RGL Consultancy aug. 2010 Display TO Call up the transaction as follows: Customer Returns v0

© RGL Consultancy aug. 2010

Customer Returns v0

www.rglconsultancy.nl

Finally we check the end situation in the warehouse with the Bin status report (tx LX03).

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Finally we check the end situation in

Create credit note:

First remove billing block from sales order 60000132.

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Finally we check the end situation in
Click on button
Click on button

Billing:

Call up following transaction:

Menu Path

Logistics Sales and Distribution Billing Billing Document Create

Transaction Code

VF01

© RGL Consultancy aug. 2010

Customer Returns v0

www.rglconsultancy.nl

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Enter sales order no. then click on

Enter sales order no. then click on button

© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Enter sales order no. then click on

or hit the keyboard “ENTER” key.

Click on button
Click on button
© RGL Consultancy aug. 2010 Customer Returns v0 www.rglconsultancy.nl Enter sales order no. then click on