 |
1 |
|
1 |
Not all business models follow the traditional document exchange of purchase order, purchase order acknowledgment, then ASN and Invoice. For example, in some relationships a vendor replenishes the inventory of their product by making periodic stops and then invoices for the quantity they delivered. In this scenario the vendor does not have an original document from which to generate a return document. This is when a "Free Form" return document must be generated.
View this training video to learn how to create a Free Form document.
NOTE: Not all retailers permit this document type and if a source document was received it must be used in lieu of the free form option.
If a free form option is available it will be listed in the list of documents available by trading partner in the New Document tab.
Click on the Next Steps 
icon to the left of the free form document you would like to create.
As shown in the Completing Return Documents section, the Java applet will open and you will be presented with a blank form. Again all fields outlined in blue are mandatory.
Complete all mandatory fields, click on Check.
Click on Save or Send.
NOTE: This applet for the free form documents has an additional option at the bottom for Save as Template. Saving as a template allows you to work from that saved point to complete subsequent documents until the template is deleted. The template can be found in your Drafts box and will be shown with an icon indicating that it is a template. To work with the template simply click on Next Steps and select Edit. If you send from a template the template will remain in your Drafts box and the individual document will go to your Sent folder.