Use the Receiving Returns window to enter returns against receipts, deliveries, transfers, acceptances, and rejections.
Note: You cannot enter returns for internal shipments (that is, shipments with a Source Type of Internal).
To enter returns:
Navigate to the Find Returns window by selecting Returns on the menu. Enter search criteria and choose Find. See: Finding Returns.
The Receiving Returns window appears. In the Transactions tabbed region of this window, Purchasing displays transactions that meet your search criteria. The Order Information tabbed region displays information about the purchase order against which the receipt was made. The Outside Services tabbed region displays pertinent information for outside processing receipts.
Enter the return Quantity. Purchasing selects the line and places a check in the line selector checkbox.
For Return To Supplier transactions, Purchasing reopens the associated purchase order for the return quantity by reducing the original receipt quantity. For customer returns that you return back to the customer, Purchasing updates the RMA to reflect the returned quantity.
Enter the Return Unit of Measure. Purchasing displays the unit of measure conversion.
Note that Create Debit Memo is selected if Create Debit Memo from RTS Transaction is selected for this supplier site in the Supplier Sites window.
If Create Debit Memos is selected, Purchasing creates a debit memo for the returned quantity once you save the transaction. You can then view or edit the debit memo in Payables. Debit memo creation is enabled for Return to Supplier transactions only. If you do not want a debit memo to be created automatically for this transaction, deselect this option.
If you enter a return and an invoice has not yet been created for the original receipt, or if Payment on Receipt already accounted for the return using the Aging Period functionality, Purchasing does not create a debit memo. (See: Payment on Receipt.)You will receive a notification in the Notifications Summary window for any debit memo that could not be created. Purchasing does not create debit memos for returns against unordered receipts. Tax or freight is not included in the debit memo amount.
In the Transactions tabbed region, you can update the RMA Number used by your supplier for returns to that supplier. For Inventory (but not Expense or Shop Floor) deliveries, you can update the Return From subinventory.
Attention: The RMA number in the Customer tabbed region of the Find Returns window is the number you and your customer use to track returns to you. The RMA number here is the number you and your supplier use to track your return to the supplier.
In the Details tabbed region, you can enter a Reason Code, update the Transaction Date, and view whether a Receipt Exception has been placed. See: Defining Quality Inspection Codes.
To enter control number information:
For controlled items, you can select the Lot & Serial button to navigate to the Lot Number and Serial Number windows. See: Lot Control. See: Serial Number Control.
To move to the Quality module:
If the Quality module is installed and if a quality plan applies to the transaction, you can navigate to the Quality module by selecting the Quality button.