About Create Return

Updated by Cheryl Wallace

Create Return is part of the add-on Purchasing module. It is used to return inventory to the vendor that was previously received into stock. Each return shipment is from a single stocking point to a single vendor and a return slip can be printed to be used as a packing slip to accompany the shipment to the vendor. The return code, or reason for the return, must be specified for each item being returned.​​

Disambiguation: For information on checked out inventory being returned to the tool crib, see this article.
Before creating a return, the vendor to whom the inventory is being returned and the appropriate return code describing the reason for the return must exist.

General tab

Stocking Location

Stocking point for the item(s) being returned.

Vendor

The vendor to whom the inventory is being returned.

Return Date

Date of the return. Defaults to the current date.

Retired Status

The inventory status to be applied to serialized inventory being returned.

A retired item record will be created using this status for each serialized item on this return.

Currency

The currency associated with the vendor or purchase.

Invoice Number

Invoice number, if required, against which the inventory is being returned.

Shipper

Name of the shipper used for the return shipment.

Way Bill No

Waybill number from the return shipment.

Notes

Any notes associated with the return. Can be entered after a return has been sent.

Items to Return tab

Item ID

The item ID for the inventory being returned

Part Number

Part number of the item being returned of the item being returned

Description

The inventory description for the part number associate with the item ID being returned

Purchase Unit

The Purchase Unit of Measure.

Issue UofM

The unit of measure recorded on the part number used when issuing the item.

Conversion Factor

Enter the conversion factor if the Purchase Unit is different from the Issue UofM. The default value is 1.

Serial Number

Displays the serial number for a serialized item, if available.

Cost

Displays the unit of measure of the purchase before the return.

Qty Returned

The number of pieces to be returned. This value cannot be greater than the current quantity on hand.

Return Code

Select a pre-existing return code to define the reason for the return

Return

Click to add this item to the return. It will appear on the Items Returned tab.

Items Returned tab

Check Print after saving? to automatically generate a Return Slip when saving the return.

Fields on this tab are the same as those on Item to Return​​ tab. Use this tab to review the information for the items before saving the return.

Related Reports
Return Slip

See also:

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