About Create Return
Create Return is part of the 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.
General tab
Stocking Location | Stocking location for the item(s) being returned. |
Vendor | The vendor to whom the inventory is being returned. |
Date Return | 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 No. | Invoice number, if required, against which the inventory is being returned. |
Shipper | Name of the shipper used for the return shipment. |
Waybill 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 No | Part number of the item being returned of the item being returned |
Purchase Unit | The Purchase Unit of Measure. |
Conversion Factor | Enter the conversion factor if the Purchase Unit is different from the Issue UofM. The default value is 1. |
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 |
Description | The inventory description |
Issue UofM | The Issue unit of measure |
Serial Number | Displays the serial number if available. |
Return | Click to add this item to the return. It will appear on the Items Returned tab. |
Items Returned tab
Check Print Report 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
See also:
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