Return to Vendor

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Introduction

You can find it in the menu Procurement management || Transactions || Return to Vendor

Header

Create a purchase order and process it when ready.

You can see more information about Return reasons here

Note:Document can be printed and email

Once the Return Material document is accepted by the Vendor you can process it clicking the button Book. Following the standard the document changes from Draft to Booked

Only Booked documents can be shipped to the vendor. Notice the button Pick/Edit lines disappears when the Return to vendor document is in status Booked

Lines

Add products to be included in your purchase order. Each product is added by creating a line.

The Lines tab is not editable, since the returned lines always come from receipt lines, to avoid:

• To see positive values while are negative in the DB
• Enter lines that are not linked to the original receipt lines
• Edit attributes, products and so having either the products or attributes different than the shipment line

To enter new lines you need to click the button

Things to consider:

• The only editable fields are:
  • Returned: Quantity you wish to return. When selecting the row the quantity is not set by default since the system cannot know how many items return
  • Net Unit Price: Price of the original purchase order
  • Return reason: The reason why you return the item.
  • and Returned UOM, only in case alternative unit of measure (AUM) preference is enabled.
    In that case, product's "primary" AUM for the purchase flow is shown if any, otherwise product's UOM is shown. End-user can always change it to product's UOM.

You can define the Return Reason at header level. In this case when picking a line it inherits what selected in the header but you can modify it as you wish

• Only Material receipt documents that haven't been still returned can be picked it, in case a Receipt line has been fully returned it won't be shown
• When a Receipt line has been partially returned you can still return the rest. What you have already returned for that line is shown in the field Return Qty other RM

Validations:

• You are not allowed to return more quantity than the Ship/Receipt Qty. In case you do it a message is shown
• Notice that this validation takes into account the Return Qty other RM field

Note:To edit a line you need to click again the Pick/Edit Lines button and the line appears selected and then you can modify any of the editable fields

Note:To delete a line you need to unmark the line and then click Done

Line Tax

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Basic Discounts

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Tax

Edit taxes applied to your order.

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Payment Out Plan

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Payment Out Details

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Full list of Return to Vendor window fields and their descriptions is available in the Return to Vendor Screen Reference.

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