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Question

How do we use RR when we ship the replacement and pick up the return at the same time?

  • October 23, 2024
  • 8 replies
  • 60 views

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How do we use RR when we ship the replacement and pick up the return at the same time? We typically send the replacement item via company truck and pick up the defective/warranty item at the same time (or sometimes a day or two later, as the original item still needs to be extracted when the replacement item gets installed). 

The problem we are having is that the replacement shipment needs to be Confirmed before the Return item can have it’s shipment created. The SO entry appears to function the way we desire with the replacement item and the return item on the same transaction, but we have no document(s) for our driver and the customer to indicate both the replacement and the return being processed at the same time.

8 replies

Hi , Did you find a solutions for this 


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  • Author
  • Varsity II
  • December 17, 2025

Yes, thank you. 


Can you please share how did you manage to do it 


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  • Author
  • Varsity II
  • December 17, 2025

We created Order Type RP with the following settings: 

 

 


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  • Author
  • Varsity II
  • December 17, 2025

We created Order Type RP with the following settings: 

 


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  • Author
  • Varsity II
  • December 17, 2025

 


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  • Author
  • Varsity II
  • December 17, 2025

We CREATE SHIPMENT for the first line item, replacement item/Issue line item, and CONFIRM SHIPMENT at time of delivery. This gets invoiced immediately.

While onsite, our driver picks up the second line item, the Return Item/Receipt line item, and brings it back to our shop RECON location.

Our Returns Team evaluates the item to determine if credit is due. When it is determined that credit is due (Warranty due to failure verified), we then CONFIRM SHIPMENT for the Return line and issue the appropriate Credit to the customer.


Thanks for the detailed answer. However, our situation is slightly different.

We have a scenario where a customer requires both a return and a replacement, and we are using a 3rd-party courier that pulls shipment records overnight and needs to collect the return and deliver the replacement at the same time.

The issue we are facing in Acumatica is that We cannot process the replacement until the return receipt is completed,

Given this dependency, how can we handle return and replacement transactions when the courier must collect and deliver simultaneously, but Acumatica requires shipments and receipts to be completed sequentially? We would like the system to allow us to create two shipment record 1 for receipt and 1 for delivery. Is it possible ?