Scenario
Using a Custom Role, the Receive button is not available on a Customer Return Authorization record.
Solution
A. Check the Custom Role- Navigate to Setup > Users/Roles > Manage Roles
- Click 'Edit' beside the Custom Role.
- On Permissions tab > Transactions sub-tab, ensure that the following permissions are present:
- Receive Returns = Full
- Return Authorization = Full
- Navigate to Setup > Company > Enable Features.
- On Transactions tab, Shipping & Receiving section, mark 'ADVANCED RECEIVING'
- Click 'Save'.
C. Custom Form is being used:
- Navigate to Customization > Forms > Transaction Forms.
- Click 'Edit' beside the Custom Return Authorization Form.
- On Actions tab, Standard Actions subtab, mark the 'Show' checkbox on the right side of 'Receive' Action.
- Select 'Button' as the 'Display As'.
- Click 'Save'.
Note:
- If Advanced Receiving is disabled, the Receive button on the return authorization disappears because the credit memo already receives the return.
- If Advanced Receiving is enabled, the Receive button on return authorizations appears. The credit memo for the receivable and the item receipt become separate transactions.
- For additional information review the Help Guide topic: Vendors, Purchasing, and Receiving : Purchasing and Receiving : Purchasing & Receiving Guide : Receiving Orders