Return

The Return inventory transaction page is used to return received inventory items to the supplier. This is typically done if there was a problem with the received inventory such as broken or incorrect items. The Return function is only available if Advanced Inventory is enabled.

The Return transaction is not used to return items that issued to a work order to inventory if they were unused. To return issued items, open the Item Issue page and Restock the items.

To open the Return page:

1. Access the Inventory module by clicking the Inventory link at the top of the page.

2. Select the Transactions tab.

3. At the top of the page, click the Return link.

4. In the PO# field, enter the number of the purchase order you are that contained the items you received.

   You can either enter the PO number directly or use the Select link to locate and select a PO number. Once selected, a summary of the purchase order appears. You can click the View PO link to view the complete purchase order.

5. In the Return Reason field, select the reason you are retuning the items to the vendor.

6. In the Return Date field, specify the date on which the items are being returned.

   This value defaults to today's date.

7. In the RMA# field, enter the return merchandise authorization number received from the vendor.

8. In the Restocking Charge field, enter any fee charged by the vendor for restocking the returned items.

9. In the Packing Slip# field, enter the packing slip number for the return shipment.

10. In the Packing Slip Date field, specify the date on which the return will be shipped.

11. Select the Show Details check box if you want to display the request ID the PO is associated with.

12. In each Quantity field, enter the number of items to return.

    The number you enter must be equal to or smaller than the number of items received.

13. Click RETURN.

    All items that had a value in the Quantity field are returned and a transaction record appears at the bottom of the page. The system updates Quantity On Hand to reflect the return and creates a transaction record on the Item History page for each returned item.