Customer Return process in SAP SD

SALES RETURN PROCESS: Step 1: T Code –VA01(Create Return Order)

1. Select the Return Document Type ‘ZRE’.

2. Select this Icon to create with reference.

1. Click on the Billing Doc TAB .

2. In this field enter the Billing Document No against which we created Excise Invoice and are receiving the material from that Excise Invoice.

3. Click on the Copy Icon.

All the Data have already been Copied form Billing Document for that Material.

Input the Reason for Rejection & Enter.

Since individual materials are billed in the invoices, In Case if there are multiple materials rejected, then the following process should be repeated for each Material.

Click on this Option.

1. Click on the Billing Doc TAB .

2. In this field enter the Billing Document No against which we created Excise Invoice and are receiving the material from that Excise Invoice.

3. Click on the Copy Icon.

Now since two billing documents are used, data for both the materials have been copied from the reference billing documents.

If the return quantity of the material is less than the invoiced quantity, you can change the quantity as per the quantity received. 2. Click on the Save Icon to Save the Return Order.

1. Quantity changed as per materials received.

Step 2: T Code –VL01N (Create GRN of the Returned Material)

1. Enter PSML as Shipping Point.

2. Enter today’s date & the Return Order Number

3. Click on this Icon

1. Insert the Storage Location i.e. ‘RETN’ for the Materials received.

2. Insert a dummy Batch Number for the Materials received without Batch No i.e. ‘RETN or SCRAP’. In Case there is Batch No maintained in the Excise Invoice for the return material that needs to be compulsorily entered.

3. Click on the Icon to complete the GRN process.

Step 3: T Code –MB1A (Transfer the Returned Material into quality Stock)

1. Input the following Data.

2. Click on the Icon.

1. Input the following Data.

2. Click on the Icon to SAVE.

This Completes the GRN of Returned Material

Step 4: T Code –VA03 (To Check the Returned Materials that requires Excise reversal) 1. Click on the ‘F4’ help menu.

2. Select this TAB in ‘F4’ help menu.

3. Input the Sales Document Type as ‘ZRE’

4. Input the Today’s Date to restrict your Search.

5. Click on this Icon.

6. Click on this Line.

1. Through ‘F4’ this Number will come.

2. Click on the Document Flow Icon to Check the Document Numbers that are generated for this Return Order.

1. This is the Material Document generated when GRN was done. (This Document is used for Excise JV)

2. Select this Icon and open a new window to create Excise JV.

In the new window Step 5: T Code –J1IH (For Excise reversal of the Returned Materials.) Select this Option & Click on this Icon.

3. Click on this Icon.

1. Put the material document number that we saw in the document flow.

2. Put the required details.

Select this Option

Select this Option & Click

1. Input the details according to the Customer Ex Invoice received.

2. In this field Input the Customer Ex Invoice received.

In this field Input the Customer Ex Invoice received.

Click on the Save Button.

Select this icon & Execute.

This Completes the Excise Reversal of Returned Material

Step 6: T Code –VF04 (To create the Credit Note for the Returned Materials)

1. Put today’s Date.

2. Select the Orderrelated option and put a tick.

3. Select the Delivery-related option and remove the tick.

4. Select this icon & Execute.

Select the Individual Billing Document TAB & Click.

Select the Save

The Status gets updated after the Doc. is Saved.

Step 7: T Code –VF03 (To check the Accounting effect for the Returned Materials Credit Note) Click on this Icon

Credit Note will be printed as soon as Credit note is SAVED. Step 7: T Code -VF03 (Print Preview of the Credit Note).