The basic steps as I see it:
1) Sell the item originally to a customer on a Retail invoice
2) Bring the item back in with a quantity of -1 on a Warranty invoice – physical item is now flagged as Defective in inventory
3) Create a new Return Order
4) Browse for and add the single Defective item to the Return Order and post – click YES to create an AP
5) Create the PO for receiving the item back in
6) Post and Receive the PO – click YES to create an AR
You now have an AP for the item, and an AR for the item, and the totals on them should match. Now:
1) Bring up the AR record in TSS
2) Click Functions>Make Payment
3) For How Paid, select AP CREDIT
4) In the grid below, place a check under “Pay”
5) Click Apply Payment(s)
6) Bring up the AP record for the Return Order (not the AP CREDIT created in step #3)
7) Click Functions>Pay by Credit Invoice
8) Under “Credit Invoice Number”, click the […] button, and select the CREDIT AP created in step #3
9) Click ApplyCreate a new return order.
Set the order type to return, and pick the same vendor the item was ordered from originally.
Enter the model number of the item being returned and then press F6 or click the look-up button.
Select the specific physical item being returned, make sure to note the defective column, if you are returning a specific defective item it must be selected. If you just enter a single row without picking a specific item the oldest non defective item will be selected automatically for return.
Post the return order.
