Sales Returns with Quality Management (QM) (237)

1. Sales Returns with Quality Management (QM) (237) SAP Best Practices

2. Purpose, Benefits, and Key Process Steps • Purpose • This scenario describes sales order returns processing with quality management inspection lots. The creation of the return sales order references to the original billing document for the goods. The goods are shipped back and a return delivery is created with reference to the sales order. After quality inspection the goods are either returned to stock, scrapped, or returned to the vendor. A credit memo is created from the billing run, and posted to the customers account. • Benefits • Full integration of sales order returns and quality management • Sales order returns are processed according to sales order reference to the original billing document • Credit memo is created and posted to customers account • Key Process Steps • Creation of return order • Creation of return delivery • Quality inspection • Release returns for billing and billing

3. Required SAP Applications and Company Roles • Required SAP Applications • Enhancement package 5 for SAP ERP 6.0 • Company Roles • Sales Billing • Warehouse Clerk • Quality Specialist • Accounts Receivable Manager

4. Detailed Process Description • Sales Returns with Quality Management (QM) • This scenario describes a business process, where sales order returns are processed with quality management inspection lots. • The scenario starts with the creation of a return sales order, which references to the original billing document for the goods. • Upon goods arrival from the customer, the return delivery is created, and a goods receipt is posted to the return stock. The goods receipt posting automatically creates an inspection lot. • The returned material is inspected. Defects are recorded and classified. A usage decision is made and subsequently either returned to stock, scrapped, or returned to the vendor. • If the reason for customer return is accepted the credit memo request is released for billing • The credit is posted to customer account.

5. Process Flow Diagram Sales Returns with Quality Management (QM) Event Customer returns goods Sales Admin. Billing Display serial numbers for returns (optional) Creation of return order Warehouse Clerk Stock transfer returns into unrestriced use Create return delivery Stock transfer returns into blocked stock Assign serial numbers (optional) Post goods receipt Scrap blocked stock Quality Specia-list Quality inspection Record usage decisions Sales Biling Releasing returns for billing Sales Schedule Agreements Outbound (231) Return to vendor (136)

6. Diagram Connection Legend <Function> Hardcopy / Document External to SAP Financial Actuals Business Activity / Event Budget Planning Unit Process Manual Process Process Reference Existing Version / Data Sub-Process Reference Process Decision System Pass/Fail Decision