Managing Inventory8% of the exam
Return orders and return order line items
How return orders and their line items model customer returns, customer repairs and unused van stock: where they are created, what they link to, how Source Location, Destination Location and Ship From Address are filled, what Processing Plan and Repayment Method values mean, and why a product transfer is what moves the stock.
Explain the Return Order object model and process.
~7 min read · 7 practice questions ·
What the exam expects
- Describe the Return Order and Return Order Line Item objects, the records a return order can be created from and the records it can link to.
- Fill Source Location, Destination Location and Ship From Address correctly for customer returns, customer repairs and mobile worker returns.
- Choose the Processing Plan (Repair, Discard, Salvage, Restock) and Repayment Method (Replace, Refund, Credit, Return) from what should happen to the item and its owner.
- Apply the line item rule: at least one of Asset, Order Product, Product, Product Item, Product Request Line Item, all pointing at the same product.
- Explain why a product transfer, not the return order, updates stock counts.
Key terms:
- Return order: a record that tracks the return or repair of products and inventory.
- Return order line item: one returned product on a return order, with quantity, reason, processing plan and repayment method.
- Processing Plan: the preferred fate of the items after their return.
- Repayment Method: how the customer or owner is reimbursed for the returned items.
- Ship From Address: where the items are at the start of the return or repair.
Key facts
Created from
- Detail
- Return Orders tab; related list on accounts, contacts, product requests, cases, orders, locations
Line item must list
- Detail
- One or more of asset, order product, product, product item, product request line item
Several item fields filled
- Detail
- All must link to the same product
Several product types returned
- Detail
- One line item per product
Processing Plan values
- Detail
- Repair, Discard, Salvage, Restock
Repayment Method values
- Detail
- Replace, Refund, Credit, Return
Ship From Address
- Detail
- Location of the items at the start of the return
Status values
- Detail
- Draft, Submitted, Approved, Canceled, Closed
Line item source and destination
- Detail
- Inherited from the return order; can be updated
Create or edit line items
- Detail
- Edit on return orders
Moving returned stock
- Detail
- Product transfer marked received updates product items
- Why does a return of three different products need three line items?
- When can a line item's destination differ from the return order's?
- Which Shipment Type does a return order use by default?
- Why might a team use a return order even though a product transfer alone can track a return?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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