Returning Inventory using Create Return

Updated by Cheryl Wallace

Before creating a return for inventory, the vendor to whom the inventory is being returned and the appropriate return code describing the reason for the return must exist.
  1. Click Purchasing in the left side menu bar and click Create Return.
  2. Enter the identifying information for the return.
    1. Complete the required fields: Stocking Location, Vendor, and Retired Status. Modify the default Date Return if required.
    2. Enter any additional information for this return including the Invoice No., Shipper, WayBill No., and Notes.
  3. Click the Item to Return tab.
  4. Enter or select the Item ID to return. At minimum, the Part Number and Description will be displayed.
    1. Enter the Purchase Unit, Conversion Factor, and Cost if not automatically populated.
    2. Enter the Qty Returned. This cannot exceed the quantity on hand for the item ID.
    3. Select the Return Code explaining the reason for the return.
    4. Click Return. The item is added to the Items Returned tab.
  5. ​​Repeat the previous step for any additional items on this return to the same vendor.
  6. Click the Items Returned tab to review the details of each item to be returned, making any required changes.  
  7. Click to process the return. Any serialized items are retired and adjustments are created for any non-serialized items. A confirmation message shows the return number generated.

See also:

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