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Create a return request

Task
Module
Sales
Menu path
Lojistik Yönetimi › Giden Teslimat › Teslimatlar (Logistics Management › Outbound Delivery › Deliveries) › delivery details › İade Talebi Aç (Create Return Request)
Screen route
/erp/sales/shipments/{id}/return-requests/new
Required permission
erp-sales-return-requests.create
Prerequisites
  • The delivery is in Mal Çıkışı Kaydedildi (Goods Issue Posted) status.
  • A delivery line has a quantity that can be returned (shipped − corrections − returns).

A return request is used to agree on "how many units will come back, and why" before the goods arrive at the warehouse. A request is not mandatory; if the goods have already arrived, you can receive the return directly against the delivery.

Steps​

  1. Open the delivery details and click İade Talebi Aç (Create Return Request).
    Clickİade Talebi AçValue: SV-2026-000001 — M-0004 Trakya Et ve Et Ürünleri A.Ş.Expected: The Yeni İade Talebi (New Return Request) form opens; the header shows the delivery, the sales order and the customer
    Delivery detail — return actions and return history
    1. 1Returns only after goods issue
    2. 2Open Return Request — agree first
    3. 3Receive Return — goods arrived
    4. 4Returns taken from this delivery
  2. Check the Talep Tarihi (Request Date) — it cannot be earlier than the delivery date — and select the İade Nedeni (Return Reason).
    Selectİade NedeniValue: Hasarlı teslim
  3. In Açıklama (Description), describe the problem reported by the customer. It is required for reasons that ask for a description, such as "Diğer" (Other).
    EnterAçıklamaValue: Müşteri DET-2609-002 lotundan 12 bidonun kapağının çatlak geldiğini bildirdi.
  4. In the Kalemler (Items) table, enter the quantity in the Talep (Requested) cell of the line to be returned. The Dönebilir (Returnable) column shows the maximum quantity that can be entered.
    Enter20. satır talep miktarıValue: 12
    New Return Request form
    1. 1Return reason
    2. 2Returnable — shipped − reversed − returned
    3. 3Requested quantity
    4. 4Open Request — stock unchanged
  5. Click Talebi Aç (Create Request).
    ClickTalebi AçExpected: The request details open: IT-2026-000001, status Onay Bekliyor (Awaiting Approval)
    Return request detail — awaiting approval
    1. 1Status
    2. 2Approve — someone other than the requester
    3. 3Reject — with a reason
    4. 4Segregation of duties
    5. 5Quantity returned against the request
Result
The request is created with number IT-yyyy-nnnnnn in Onay Bekliyor (Awaiting Approval) status; stock does not change. The decision is made by an authorized user other than the requester: Approve or reject a return request.

What you need to know​

  • The bottom of the form reads "Talebi açan kişi onu onaylayamaz — kararı başka bir yetkili verir." (The person who creates the request cannot approve it — another authorized user makes the decision.)
  • Validations in the form: "Talep tarihi zorunlu." (Request date is required.), "Talep tarihi teslimat tarihinden önce olamaz." (The request date cannot be earlier than the delivery date.), "İade nedenini seçin." (Select the return reason.), "En az bir satıra talep miktarı girin." (Enter a requested quantity on at least one line.), and on a line that exceeds the returnable quantity, a message such as "20. satır: talep (13) geri dönebilecek miktarı (12 ADET) aşıyor." (Line 20: the requested quantity (13) exceeds the returnable quantity (12 PCS).) — the numbers are examples.
  • If the entire delivery has been returned or reversed by a correction, the form shows "Talep edilebilecek satır yok — teslimatın tamamı iade edilmiş ya da düzeltmeyle geri alınmış." (No lines can be requested — the entire delivery has been returned or reversed by a correction.)
  • Return reasons are defined in Yönetim › Özelleştirme › Satış › İade Nedenleri (Administration › Customization › Sales › Return Reasons).
  • To withdraw a request before a decision is made, use İptal Et (Cancel) in the request details (a reason is required).