Process Returns

Available in: Enterprise and Lite editions.

Navigation Tip:  By Menu [Transactions | Process Shipments]

Process Returns functionality is currently available for UPS and FedEx.  This functionality allows you to generate return labels.  The Process Returns screen is similar to the Process Shipments screen.

Identification

• The RMA Number field is used to store the Return Material Authorization Number of the return.

• The Shipment ID field is used to create or reflect a unique value to identify a shipment. A shipment can contain multiple packages. If no value is entered, WorldLink will generate a value.

• The PO Number data field is provided for those instances when a purchase order is connected with a shipment.  This field is required for LTL shipments.

• The Ref. # field is provided as an additional identifier, in addition to the shipment id, to the shipment.

• The Package ID field is used to create or reflect a unique value to identify a package. If no value is entered, WorldLink will generate a value.

Customer

• The None/To Private List/To Global List radio buttons allow for adding a return from location as a new customer entry.  Select Add To Private List to create a destination that only you can see; select Add to Global List to create a destination that all users can access. Data in the customer table is populated by the values entered in the shipment destination fields. The Customer Code text box is used to create a reference code for the customer in the table. Be aware of any naming conventions used by your company when creating new customers.  For more information, see Customers.

Return From Information

• Enter the Company, Address, City-State-Zip, and Country information of where the return is originating, as well as the contact, phone and department.

Return Details

• Select the Return Method from the dropdown list.  Options are:

• • Print Return Label

  • 1 Pickup Attempt

  • 3 Pickup Attempts

  • Print and Mail Return Label

  • Electronic Return Label

• Enter the Return Email if the return method is set to Electronic Return label.

• The Description field stores the description of the return.

Carrier/Delivery Information

• The ShipVia field is used to select a carrier and service for the shipment. The carrier and service type are listed by code and description. The code portion (located within the [ ]) offers a shorthand version of the textual description. If you do not see an expected carrier and service in the drop-down box, contact your WorldLink Administrator.

• The Ship On field is used to indicate the date when the return will be sent. If a manifest does not exist for the shipping day selected, it will be created (if the organization is set to auto-open a manifest) or a manifest error will be returned.

Billing Information

• The Freight Payment field is used to indicate who is responsible for handling the freight costs of the return.  This can be either Shipper, Recipient, 3rd-Party, or Consignee.  Some payment options may not be available depending upon the carrier selected in the ShipVia field.

• When Freight Payment is set to 3rd party, the Account field becomes active to store the 3rd party account.

• The Bill Duty and Tax To field indicates who is responsible for paying the duties and taxes.  The options are Shipper, Recipient or 3rd Party.

• When Bill Duty and Tax To is set to 3rd Party, the Account field becomes active to store the 3rd party account.

• Select the Split Duty and Tax checkbox to indicate that the freight payer instead of the tax payer will pay the duty cost of the shipment.

Special Services

• Use this section to select any Special Services to be used.

Package Parameters

• The Total and Count fields relate to the current package in a return. When dealing with multi-package returns, the Count field is used to indicate the total number of packages in the return. This can be entered manually or through a Host process.  WorldLink will automatically populate the Total and Count fields for subsequent packages based on the first return. Make any modifications to the subsequent packages as necessary though certain data (e.g. the customer information) is not modifiable.

• The Similar field is used to indicate how many subsequent packages are similar to the current package. The value entered indicates how many subsequent packages will use information from the data fields for the current package. Unique values are not copied.

• The Estimated Weight field displays the weight of the package. This value can be entered manually or populated by processing a Host Order. A drop-down box exists for selecting the weight as being registered in pounds (lbs) or kilograms (kg).

• The Estimated Dimensions fields are provided for returns that are charged based on package size. Fields are provided for the Length, Width, and Height of a package.  Measurements are either in inches (in) or centimeters (cm) and can be selected manually from the corresponding drop-down box.

• The Carton Type field allows you to enter the carton type manually instead of using the Carton button to select from the list.

Instructions

• The Return Instructions field is to enter any special instructions you want to specify for the return.

Administrators Tip: To turn on logging for this transaction, select F6.

NOTE: Return Address Configurator, Freight Configurator and Stop List do not apply to returns.