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Create a warranty return sales order

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A returned item under warranty from the vendor, may require a warranty claim to the vendor, then you must create a warranty return sales order. If you do not have your warranty processing set up yet, see Work with warranties.

Products accepted on a warranty return will not increase the On Hand quantity of the product because the item cannot be sold. Warranty returns will be reflected on the Product Analysis Transactions tab.

The Sales Order must be invoiced before the warranty tag items can be submitted on a warranty claim unless you have set the value of File>Company>Master: Sales, Process Warranty Claims for Open Sales Orders to Yes.

  1. Begin a sales order Sales > Order > Sales Order.
  2. On the Detail page, under Line Items, add the product being returned with a quantity of -1. If you are accepting multiple units, each unit must be entered as a separate line item so that it can be assigned a separate warranty tag.
  3. If you see the Product & Customer Invoice History pop-up, click the invoice on which the product was originally billed.
  4. On the Enter Return Action pop-up, select Warranty, and then click OK.

    Note:  If this option does not appear, your product may not be marked as a warranty item. Check the Product Master > General tab to find this information.

  5. On the New Warranty Tag pop-up that appears, specify all information required on the warranty tag, and then click Save, Any information that is required is designated by a red exclamation point. You may later edit this information: See Review, edit, and print warranty tags.

  6. On the Sales Order, click Save.

  7. Any products with warranty tags will have a sequential tag number assigned. To view or change the warranty tag, click the hyperlink. You may edit or delete warranty tags up until they are received on a claim.
  8. Before you submit the claim, make sure you invoice the order (on the Final page, click the Create Invoice button). You can bypass this requirement by setting the value of File > Company> Master: Sales, Process Warranty Claims for Open Sales Orders to Yes.

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