Order returns and refunds

Run the pre-approval return check

Use the supplied validation before approval.

Audience: Purchasing staffPermission: purchase_order_return capabilityModule v1.7.9

Exact navigationAdmin Area → Purchase → Order Returns → open return → approval action

Before you begin

Use an account with purchase_order_return capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Use the supplied validation before approval. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

Open Admin Area → Purchase → Order Returns → open return → approval action.
Select the relevant record, filter, report, model or configuration described below.
Use the displayed action or read the current values without altering unrelated data.
Compare the output with the code-backed rules and expected result in this guide.
Record or correct any mismatch before relying on the output in production.

Fields, choices and supported possibilities

Return sourceReturn type, related purchase order/invoice or other source, vendor and selected items.

Return detailQuantity, warehouse where available, reason, amount, status, attachments and refund records.

Approval setupName, related transaction type, approval type and approver rows/conditions.

DecisionCurrent approver, decision, reason, signature/upload and notification.

Code-backed validations and workflow rules

Order-return states exposed by the register include Draft, Processing, Confirm, Shipping, Finish, Failed, Cancelled and On hold.
Approval and refund actions are separately validated from basic record editing.
Record access does not automatically grant the dedicated change-status capability.
The module supports configured approval routes for purchase requests, orders, returns and FAF flows.

Expected result and verification

The supported run the pre-approval return check flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.