Advanced Returns Management for Supplier Returns

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2      Business Process of Advanced Returns Management for Supplier Returns

• Create Returns Purchase Order

To initiate a return to supplier, you create a returns purchase order either with reference to an earlier purchase order or without reference. You must identify returns items in the purchase order by selecting the Returns Item checkbox.

• Create Outbound Delivery

You create an outbound delivery for the returns purchase order.

• Pick and Post Goods Issue

You pick and post goods issue for the outbound delivery related to the returns purchase order.

• Create Credit Memo  

You enter the credit memo received from the supplier for the returns purchase order.

• Receive Replacement Material (Optional)

If you receive replacement materials from a supplier instead of a credit memo, you create a purchase order and a corresponding inbound delivery for the replacement materials.

• Post Goods Receipt (Optional)

You post the goods receipt for the inbound delivery created for the replacement materials.

• Follow-Up Activities for Replacement Material (Optional)

You can choose the Follow-Up Activity 0011 Transfer to Free Available Stock for the replacement materials.

• Check Invoice Document (Optional)

You can check the document in invoice verification that the system has created automatically after the goods receipt for the replacement purchase order has been posted. This document represents a credit memo of value 0 for the returns purchase order and an invoice of value 0 for the replacement purchase order. The document is required to balance the GR/IR clearing account.

Process Step	Business Role	Transaction/App	App Component
Create Returns Purchase Order	Purchaser	Create Purchase Order - Advanced (ME21N)	MM-PUR-PO
Create Outbound Delivery	Shipping Specialist	My Purchase Orders - Due for Delivery (VL10B)	LE-SHP-GF
Pick and Post Goods Issue	Shipping Specialist	Change Outbound Delivery (VL02N)	LE-SHP-GF
Create Credit Memo	Accounts Payable Accountant	Create Supplier Invoice (F0859).	MM-FIO-IV
Receive Replacement Material (Optional)	Receiving Specialist	Receive Replacement Materials - From Vendor (MSR_VRM_GR)	LO-ARM-MM
Post Goods Receipt (Optional)	Receiving Specialist	Change Inbound Delivery (VL32N)	LE-SHP-GF
Follow-Up Activities for Replacement Material (Optional)	Receiving Specialist	My Follow-Up Activities - For Replacement Materials (MSR_VRM_LFU)	LO-ARM-MM
Check Invoice Document (Optional)	Purchaser	Display Purchase Order - Advanced (ME23N)	MM-PUR-PO

3       Configuration

3.1       Table of Contents (Organization Structure) (DE)

The documentation consists of configuration steps provided in the table below.

Step No.	Step	Comment
3.1.1	Create Plant	DE
3.1.2	Define Division	DE
3.1.3	Create Sales Organization	DE
3.1.4	Define Distribution Channel	DE
3.1.5	Maintain Purchase Organization	DE
3.1.6	Create Storage Location	DE
3.1.7	Assign Purchase Organization to the Plants	DE
3.1.8	Assign Organizational Units to the Plants	DE
3.1.9	Assign Shipping Points to plants	DE
3.1.10	Picking Location Determination	DE
3.1.11	Shipping Point Determination	DE

3.1.1 Create Plant

Use

In this activity, you create a plant for DE country.  

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Enterprise Structure→   Definition→ Logistics – General → Define Plant
Transaction Code	V_T001W

2 Choose New Entries.

3 On the New Entries: Details of Added Entries screen, create the following entry:

Field Name	Entry
Plant	1010
Name 1	Plant 1 DE
Name 2	Plant 1 DE
Street and House Number	Dietmar-Hopp-Allee 16
Postal Code	69190
City	Walldorf
Country/Region Key	DE
Country/Region Name	Germany
Region	BW
Description	Baden-Wuerttemberg
Address	25643
Language Key	DE
Name of Language	German
Factory Calendar	01
Text	Germany (Standard)

4 Save your entries.

3.1.2 Define Division  

Use

In this activity, you create sales division for the sales organization.   

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Enterprise Structure→   Definition→ Logistics - General→ Define, copy, delete, check division →Define Division
Transaction Code	V_TVPA

2 Choose New Entries.

3 On the New Entries: Overview of Added Entries screen, create the following entry:

Field Name	Entry
Division	00
Name	Product Division 00

4 Save your entries.

3.1.3 Create Sales Organization 

Use

In this activity, you create a sales organization for DE country.  

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Enterprise Structure→   Definition→ Sales and Distribution→ Define, copy, delete, check sales organization
Transaction Code	V_TVKO

2 Choose New Entries.

3 On the New Entries: Details of Added Entries screen, create the following entry:

Field Name	Entry
Sales Organization	1010
Name	Dom. Sales Org DE
Statistics Currency	EUR
Address	25648

4 Save your entries.

3.1.4 Define Distribution Channel  

Use

In this activity, you create a distribution channel  10 in the system.

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Enterprise Structure→   Definition→ Sales and Distribution→ Define, copy, delete, check distribution channel → Define distribution channel
Transaction Code	V_TVTW

2 Choose New Entries.

3 On the New Entries: Details of Added Entries screen, create the following entry:

Field Name	Entry
Distribution Channel	10
Name	Direct Sales

4 Save your entries.

3.1.5 Maintain Purchase Organization

Use

In this activity, you can maintain the purchase organization 1010 for DE country.    

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Enterprise Structure→   Definition→ Materials Management→ Maintain purchasing organization
Transaction Code	S_AKR_87007552

2 On the Change View “Purchasing Organizations”: Overview screen, choose New Entries.

3 On the New Entries: Details of Added Entries screen, create the following entry:

Field Name	Entry
Purch.organization	1010
Purch.org.descr.	Purch. Org. 1010

4 Save your entries.

3.1.6 Create Storage Location

Use

In this activity, you create a Storage Location 101R in the plant 1010.   

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Enterprise Structure→   Definition→ Materials Management→ Maintain storage location
Transaction Code	OX092

2 Enter Plant 1010 and choose Enter.

3 On the Change View “Storage Locations”: Overview screen, choose New Entries.

4 On the New Entries: Details of Added Entries screen, create the following entry:

Field Name	Entry
Location	101R
Descr.of Storage Loc.	Returns

5 Save your entries.

3.1.7 Assign Purchasing Organization to the Plants

Use

In this activity, you can assign the purchasing organization 1010 to the plant 1010.   

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Enterprise Structure→   Assignment→ Materials Management→ Assign purchasing organization to plant
Transaction Code	S_ALR_87007406

2 Enter Plant 1010 and choose Enter.

3 On the View “Assign Purchasing Organization to plant”: Overview screen, choose New Entries to create the following entry:

Field Name	Entry
POrg	1010
Plant	1010

4 Save your entries.

3.1.8 Assign Organizational Units to the Plants

Use

In this activity, you can assign the plant 1010 to the sales organization.

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Sales and Distribution→   Billing→ Intercompany Billing→ Assign Organizational Units to the Plants
Transaction Code	S_ALR_87007594

2 On the “Change View “Organizational Units for Internal Costing” Overview screen, choose New Entries to create the following entry:

4 Save your entries.

3.1.9 Assign Shipping Points to plants

Use

In this activity, you can create the shipping point 101R for the plant 1010.   

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Enterprise Structure→   Assignment → Logistics Execution → Assign shipping point to plant
Transaction Code	OVXC

2 Choose Plant 1010 and choose Assign.

3 Select Shipping Point 101R.

4 Choose Enter.

5 Save your entries.

3.1.10 Picking Location Determination

Use

In this activity, you can assign the storage location 101R to the plant 1010.   

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Logistics Execution→   Shipping → Determine Picking Location→ Assign Picking Locations
Transaction Code	SPRO

2 Choose New Entries and make the following entries.

Shipping Point	Plant	Shipping Condition	Storage Location
1010	1010		101R
1010	1010	10	101R
1010	1010	20	101R

3 Choose Enter.

4 Save your entries.

3.1.11 Shipping Point Determination  

Use

In this activity, you can assign the shipping point 101R to the plant 1010.   

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Logistics Execution→   Shipping → Shipping Point and Goods Receiving Point Determination → Assign Shipping Points
Transaction Code	SPRO

2 Choose New Entries and make the following entries.

Shipping Condition	Loading Group	Plant	Proposed Shipping Point
RE		1010	101R
RE	0001	1010	101R
RE	0002	1010	101R
RE	0003	1010	101R

3 Choose Enter.

4 Save your entries.

3.2       Table of Contents (Advanced Returns Management for Purchase Order) (Global)

The documentation consists of configuration steps provided in the table below.

Step No.	Step	Comment
3.2.1	Define Number Ranges for Advanced Returns Process IDs	Global
3.2.2	Define Return Reasons for Supplier Returns	Global
3.2.3	Define Document Types for Purchase Orders	Global
3.2.4	Define Tolerance Limit for Archiving	Global
3.2.5	Specify Settings for Replacement Materials from Supplier	Global

3.2.1 Define Number Ranges for Advanced Returns Process IDs

Use

In this activity, you define the number range for Advanced Returns Process IDs. 

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→  Materials Management →   Purchasing→  Purchase Order → Returns Order → Advanced Returns Management → Define Number Ranges for Advanced Returns Process IDs
Transaction Code	MSR_SNUM

2 Choose Change documents (F8).

3 On the Maintain Intervals: Purchasing document screen, create the following entry:

Field Name	Entry
No	01
From No.	0000000001
To Number	9999999999
Nr Status	0
External	Leave empty

4 Save your entries.

3.2.2 Define Return Reasons for Supplier Returns

Use

In this activity, you define the reason for the return of purchase orders. 

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→  Materials Management → Purchasing→ Purchase Order → Returns Order → Advanced Returns Management → Define Return Reasons for Supplier Returns
Transaction Code	S_E4A_94000043

2 Choose New Entries.

3 On the New Entries: Overview of Added Entries screen, create the following entry:

OrRsn	Description
001	Customer ordered too much
002	Customer bought wrong product
003	Product damaged
004	Product defective
005	Too much delivered
006	Wrong product delivered
007	Recall by Supplier

4 Save your entries.

3.2.3 Define Document Types for Purchase Orders

Use

In this activity, you define the document types NB2 for Purchase Orders.

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→  Materials Management →   Purchasing→  Purchase Order →   Define Document Types
Transaction Code	S_ALR_87002197

2 On the Document Types Purchase order Change screen, create the following entries: 

Field Name	Entry
Type	NB2
Doc. Type Descript.	Enh.Ret.to Supplier
ItmInt.	10
NoRgeInt	45
NoRgeExt	41
Allowed Item Category	0 S
Enh.StRet.	X
AdvReturns	X

3 Choose Allowed item categories button, make the following entries for order types.

Item category	Tex for Item Cat.
0	Standard
S	Third-party

4 Choose Save.

3.2.4 Define Tolerance Limit for Archiving

Use

In this activity, you specify how long external purchasing documents are retained unchanged in the database before being archived.

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Materials Management →   Purchasing→ Purchase Order → Define Tolerance Limit for Archiving
Transaction Code	S_ALR_87002180

2 On the Change View "Document Archiving": Overview screen, choose New Entries 

3 On the New Entries: Overview of Added Entries screen, create the following entry:

Purchasing Doc.Type	Doc. Type Decript.	Item category	Text for Item Cat.
NB2	Enh.Ret.to Supplier		Standard
NB2	Enh.Ret.to Supplier	S	Third-party

4 Save your entries.

3.2.5 Specify Settings for Replacement Materials from Supplier

Use

In this activity, you specify how long external purchasing documents are retained unchanged in the database before being archived.

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→  Materials Management → Purchasing→ Purchase Order → Returns Order → Advanced Returns Management → Specify Settings for Replacement Materials from Supplier
Transaction Code	S_EBS_44000305

2 On the Change View "Specify Settings for Replacement Materials from Supplier" screen, choose New Entries 

3 On the New Entries: Overview of Added Entries screen, create the following entry:

Ret POType	Doc. Type Decript.	ReplPOType	Doc. Type Decript.	DcType RTS	Doc. Type Decript.	Store Ret.	Doc. Type Decript.
NB2	Enh.Ret.to Supplier	NB	Standard PO	NB2	Enh.Ret.to Supplier

4 Save your entries.

3.3       Table of Contents (Advanced Returns Management for Returns to Supplier) (DE country)

The documentation consists of configuration steps provided in the table below.

Step No.	Step	Comment
3.3.1	Returns to Vendor	For DE country

3.3.1 Returns to Vendor

Use

In this activity, you define shipping-specific data for returns to vendor, which is the return delivery of goods to an external vendor.

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→  Materials Management →   Purchasing→  Purchase Order → Returns Order  →  Returns to Supplier
Transaction Code	SPRO

2 Choose New Entries.

3 On the New Entries: Overview of Added Entries screen, create the following entry:

Field Name	Entry
Purch.Doc.Category	F
Purchasing Doc.Type	NB2
Supplying Plant	1010
Del.Type f.Returns	RL
Description	Returns (Pur.Ord.)

4 Save your entries.

3.4       Table of Contents (Return to Supplier) (Global)

The documentation consists of configuration steps provided in the table below.

Step No.	Step	Comment
3.4.1	Define Item Category Determination in Deliveries	For Global
3.4.2	Assign T6 to Item Category RLN	For Global
3.4.3	Specify Copy Control for Deliveries	For Global
3.4.4	Define Schedule Line Categories	For Global
3.4.5	Assign Schedule Line Categories	For Global

3.4.1 Define Item Category Determination in Deliveries

Use

In this activity, you define the item category determination in deliveries. 

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide → Logistics Execution →   Deliveries → Define Item Category Determination in Deliveries
Transaction Code	0184

2 On the Change View "Delivery item category determination": Overview screen, choose Ne Entries and make the following entries:

Delivery Type	Item category group	Default item categ.	ItemCat-HighLevItem	Item usage
RL	NORM	RLN		V
RL	CBNA	RLN		V
RL	CBOR	RLN		V
RL	NORM	RLN	RLN	CHSP
RL	NORM	RLN		CHSP
RL	CBUK	RLN		V

3 Save your entries.

3.4.2 Assign T6 to Item Category RLN

Use

In this activity, you assign T6 Text Determination Procedure to Item Category RLN. 

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide →  Logistics Execution → Shipping → Deliveries →  Define Delivery Item Categories
Transaction Code	0VLP

2 On the Change View "Delivery item categories": Details screen, choose Item Category RLN and assign the T6 to RLN. 

Item Category	Text Determination Procedure
RLN	T6

3 Save your entries.

3.4.3 Specify Copy Control for Deliveries

Use

In this activity, you define specify copy control for deliveries. 

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide →  Logistics Execution →   Shipping → Deliveries →  Copying Control → Specify Copy Control for Deliveries
Transaction Code	VTLA

2 On the Change View "Header": Overview screen, choose New Entries and make the following entries: 

Tgt	Delivery type	Source	SalesDoc Type
RL	Returns (Pur.Ord.)	DL	Order Type Sched.Ag.

3 Choose Save and double click it, choose New Entries and make the following entries:

Target delivery type	From SalesDoc Type	Order requirements	Header Data
RL	DL	001	301

4 Choose Item on the left screen, and make the following entry:

Item Category	Item Data
RLN	302

5 Save your entries.

3.4.4 Define Schedule Line Categories

Use

In this activity, you define schedule line category.  

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide →  Sales and Distribution →   Sales → Sales Documents →  Schedule Lines → Define Schedule Line Categories
Transaction Code	VOV6

2 On the Change View "Maintain Schedule Line Categories": Overview screen, choose New Entries and make the following entries: 

SLCa	Description
RN	Returns w/o planning

3 On the Change View "Maintain Schedule Line Categories": Details screen, make the following entry: 

Sched.line cat.	Movement Type
RN	161

4 Save your entries.

3.4.5 Assign Schedule Line Categories

Use

In this activity, you assign schedule line categories to item categories.

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide →  Sales and Distribution →   Sales → Sales Documents →  Schedule Lines → Assign Schedule Line Categories
Transaction Code	VOV5

2 On the Change View "Assign  Schedule Line Categories": Overview screen, choose New Entries and make the following entries: 

SLCa	Description
RLN	Returns w/o planning

3 On the Change View "Assign  Schedule Line Categories": Details screen, make the following entry: 

Item Category	PropSchdLneCat.
RLN	RN

4 Save your entries.

3.5       Table of Contents (Return to Supplier) (Local)

The documentation consists of configuration steps provided in the table below.

Step No.	Step	Comment
3.5.1	Returns to Supplier	For DE country

3.5.1     Returns to Supplier

Use

In this activity, you can assign delivery type for returns to purchasing document type.

Procedure

1 Access the transaction using one of the following navigation options:

SAP IMG Menu	SAP Customizing Implementation Guide→ Materials Management →   Purchasing→ Purchase Order → Returns Order → Returns to Supplier
Transaction Code	S_ALR_87002122

2 On the Change View "Returns to Supplier" Overview screen, choose New Entries and create the following entry:

Purch. Doc. Category	Purchasing Doc. Type	Supplying Plant	Del.Type f.Returns	Description
F	NB	1010	RL	Returns (Pur.Ord.)

3 Save your entries.

4       Master Data Setup

4.1       Change Supplier Master Data - Returns Supplier

Use

The following procedure provides instructions for changing supplier master data.

Procedure

Test Step #	Test Step Name	Instruction	Expected Result	Pass / Fail / Comment
1	Log on	Log on to the SAP Fiori launchpad using the Master Data Specialist - Business Partner Data role.	The SAP Fiori Launchpad displays.
2	Access the App	Choose Maintain Business Partner (BP).	The Maintain Business Partner screen displays.
3	Enter Business Partner	Make the following entry and choose Enter: Find: Business Partner By: Supplier Number Supplier Number: for example, 10300006 Choose Start. The supplier row displays. Double click the Supplier Partner row.	The Supplier Information screen displays.
4	Switch to Change Mode	Ensure you are in Change mode. Otherwise, select Switch Between Display and Change.	The Change Mode screen displays.
5	Change BP Role	In the Change in BP role field, choose the following value: Supplier (defined)
6	Open Purchasing Organization Data	Choose the Purchasing tab at the top of the screen.	The Purchasing Organization sub section screen displays.
7	Enter Purchasing Data	Choose Switch Organization. Make the following entry and choose Enter: Purch. Organization: <Purchasing Organization>, for example, 1010
8	Select Automatic PO Checkbox	From the Purchasing Data section, scroll down to the Additional Purchasing Data section, make the following entry: Returns supplier: <selected> Choose Okay (Enter) to confirm the popup screen Customer Default Data	The Returns supplier checkbox is selected.
9	Save Your Data	Choose Save.	The supplier change is saved.

!Note

• This supplier 10300006 is returns supplier, and the Returns Supplier checkbox should be selected in the Purchasing view for this supplier.
• Make sure that the Customer 10100006 has been assigned to the supplier 10300006 in Tab Vendor: General Data.

5 Trouble Shooting

1:  When you create the return PO, the shipping data is missing in the return PO.

Answer: you can check the BP master data which should be assigned to customer master. Additionally, the material master should have the transportation group and loading group in the Sales: General/Plant view.

2: When you create the outbound delivery for the return PO through the App: My Purchase Orders - Due for Delivery (VL10B), it fails.

Answer: The return PO should have the return storage location specified, for example 101R, and this return storage location should have the required stock.