Returnable packaging for Poland

The functionality for returnable packaging lets you handle the registration of packages that can be returned by customers. Users can define packaging codes and specify the amount of the deposit that a customer pays for returned packaging materials. This functionality is an extension of the standard functionality for packaging materials.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category	Prerequisite
Setup: Legal entity	The primary address of the legal entity must be in Poland. On the Legal entities page (Organization administration > Organizations > Legal entities), select your legal entity. Then, on the Addresses FastTab, create a new address or update an existing address, select Poland as the country/region, enter the other address components, and mark the address as Primary.

Set up returnable packages

This section describes the various settings that you must configure to use the returnable packages functionality.

Define packaging codes

On the Return packages page (Inventory management > Setup > Packing material > Return packages), enter values for the following fields.

Field	Description
Packaging code	Enter a unique code for a returned package.
Package description	Enter the description of the returned package.
Deposit	Enter the amount of the deposit that a customer pays for the returned package.

Attach packaging codes to packing units

Use the Packaging material allocation page (Inventory management > Setup > Packing material > Packaging material allocation) to attach packaging codes to packing units for all items, for specific items, or for specific packing groups. Only the following field is specific for Poland. It extends the standard functionality of the Packaging material allocation page.

Field	Description
Packaging code	Select the code for the package that is returned by a customer.

Set up a number sequence for package vouchers

On the Accounts receivable parameters page (Accounts receivable > Setup > Accounts receivable parameters), on the Packaging material allocation FastTab, set up a number sequence for the Package voucher reference field.

Set up a deposit account

When the sales invoice is posted, a special voucher is used to post the customer's fee for the packaging material. All deposit transactions are posted to a separate account, which should already be defined in the related customer posting profiles. On the Customer posting profile page (Accounts receivable > Setup > Customer posting profile), enter a value in the Deposits field.

Register and verify returnable packages

Users can register packages for sales orders, post and print packing slips that include the quantity of issued packages, and post and print customer invoices. Users can also inquire about and verify the quantity of the packaged items for sales orders.

Register packages in a sales order

On the All sales orders page (Accounts receivable > Common > Sales orders > All sales orders), create a new sales order or open an existing sales order. Switch to the Lines view, and create a new sales order line or select an existing sales order line. On the Line details FastTab, on the Packing tab, in the Packing unit field, select the packing unit that is attached to the packaging code that you previously defined for return packages. The number of packages that the customer can return is automatically calculated and is shown in the Packing unit quantity Field.

Verify packages

On the Sales order lines FastTab, select a sales order line, and then click Financials > Packages > Package issue to open the Package issue page. When this page is opened from a sales order line, users can modify or remove the packages that are automatically calculated for that sales order line. Alternatively, on the Action Pane for the Sales order page, on the General tab, click Package issue. When the Package issue page is opened by using this method, users can view the packages that are calculated for all sales order lines. They can also add packages, if additional packages are required.

Print and post packing slips

On the Sales order page, on the Action Pane, on the Pick and pack tab, click Post packing slip. After packing slips are posted, users can inquire about package issue transactions for each packing slip. Click Inventory management > Setup > Packing materials > Return packages, and then, on the Transactions tab, click Transactions to open the Return packages transactions page.

Print and post invoices

On the Sales order page, on the Action Pane, on the Invoice tab, click Generate > Invoice. After invoices are posted, users can inquire about package transactions that have posted deposit amounts for each invoice. Click Inventory management > Setup > Packing materials > Return packages, and then, on the Transactions tab, click Transactions to open the Return packages transactions page. Click Voucher to open the Voucher transactions page. Verify the customer deposit amounts that are posted to the main account. The main account number is specified on the Customer posting profiles page. To print the Deposit packages transactions report, click Printout. Users can also inquire about return package totals for a selected customer. Click Accounts receivable > All customers, and then, on the Collect tab, click Packages at customer to open the Return packages transactions page.

Post and print packages returns

To enter information about the packages that customers return, click Accounts receivable > All customers, and then, on the Collect tab, click Packages return to open the Return packages confirmation page. Enter values in the following fields. Return packages section

Field	Description
Date	Enter the date of a package return.
Description	Enter the description of a package return.
Posted	A value that indicates whether the package return was posted. This value is updated automatically.

Return packages transactions section

Field	Description
Packaging code	Select a packaging code to return.
Return quantity	Enter the number of packages to return. The value can't exceed the value in the This quantity can be returned field.
This quantity can be returned	The maximum number of packages that can be returned. This value is calculated automatically.
Amount	The amount that must be paid to the customer. This value is calculated automatically, based on the deposit amount for the package and the quantity that is returned.
Currency	The currency for the amount that must be paid to the customer.

After you've finished entering information about package returns, click Post to post the return transactions. On the posting page, set the Print option to Yes to print the Return packages confirmation report. To reprint the confirmation report later, you can click Print on the Return packages confirmation page. Users can inquire about return package transactions. Click Inventory management > Setup > Packing materials > Return packages, and then, on the Transactions tab, click Transactions to open the Return packages transactions page. Return package transactions will have negative values in the Package quantity field. Click Voucher to view the details of a selected transaction. Click Printout to print the Return packages confirmation report.