Returning Inventory using Create Return

Updated by Cheryl Wallace

Disambiguation: Create Return is part of the Purchasing Module. It is used to return inventory to the vendor that was previously received into stock, removing it from stock. To check in tools and equipment that was previously issued, return the inventory with Issue / Return.

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. You might also choose to use a custom inventory status to indicate these returns for serialized items.
  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 Nunber, Shipper, Way Bill No, and Notes.
  3. Click the Item to Return tab.
  4. Enter the details for each item ID to return to the selected vendor.
    1. Enter or lookup the Item ID to return. At minimum, the Part Number and Description will be displayed.
    2. Enter the Purchase Unit, Conversion Factor, and Cost if not automatically populated.
    3. Enter the Qty Returned. This cannot exceed the quantity on hand for the item ID.
    4. Select the Return Code explaining the reason for the return.
    5. Click Return. The item is added to the Items Returned tab.
  5. Select the Items Returned tab to review the details of each item to be returned, making any required changes or adding any necessary attachments.
  6. 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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