Purchase Return - Revision history

Gelo at 02:38, 20 April 2022

2022-04-20T02:38:16Z

Show changes

Gelo: Changed categories.

2022-04-06T06:44:32Z

Changed categories.

Gelo at 03:29, 30 March 2022

2022-03-30T03:29:15Z

Gelo at 04:51, 21 March 2022

2022-03-21T04:51:31Z

Gelo at 06:17, 24 February 2022

2022-02-24T06:17:00Z

Gelo at 06:15, 24 February 2022

2022-02-24T06:15:48Z

Gelo at 07:08, 13 December 2021

2021-12-13T07:08:02Z

Gelo at 06:17, 13 December 2021

2021-12-13T06:17:12Z

Gelo at 04:02, 11 May 2021

2021-05-11T04:02:18Z

Gelo at 06:06, 7 April 2021

2021-04-07T06:06:49Z

← Older revision		Revision as of 06:44, 6 April 2022
Line 195:		Line 195:
	\|[[Account Codes]]<nowiki> \| </nowiki>[[Supplier]]<nowiki> \| </nowiki>[[Users Group]]<nowiki> \| </nowiki>[[Warehouse]]<nowiki> \| </nowiki>[[Item Master]]		\|[[Account Codes]]<nowiki> \| </nowiki>[[Supplier]]<nowiki> \| </nowiki>[[Users Group]]<nowiki> \| </nowiki>[[Warehouse]]<nowiki> \| </nowiki>[[Item Master]]
	\|}		\|}
		+	[[Category:Inventory]]
		+	[[Category:Purchase]]

@@ Line 34: / Line 34: @@
 =====Add Purchase Return=====
-#Go to Inventory then click [[Purchase Return]]
+#Click [[Purchase Return]] under Inventory Menu
-#Click '''Add Purchase Return''' Button
+#Under Purchase Return Screen, Click Add Purchase Return
-#Select [[Supplier]] then tag the corresponding [[Purchase Receipt]] No. that needs to be return.
+#Fill up the Header Part
-#Tick the [[Item Master|Item]] that needs to be returned then put the Quantity that needs to be returned. Please take note that the Purchase Receipt must be on '''PAID''' status in order to use the Refund feature.
+#Under Purchase Receipt No. Field, select the Purchase Receipt record that needs to return the items
-#Click '''Save'''
+#Fill out the necessary fields in the Item Details then click Save. Note: Fields with * are require fields
-[[File:Inventory - Purchase Return - Add.png|border|center|1500x1500px]]
+[[File:Inventory - Purchase Return - Add.png|border|center|1501x1501px]]
 <br />
 {| class="wikitable" style="margin: auto;"
@@ Line 83: / Line 82: @@
 |9.[[Warehouse]]
 |•Assigned Warehouse where the item is placed
-|•
+|•Alphanumeric(Auto-Generated)
 |-
 |10.Defective
@@ Line 138: / Line 137: @@
 =====<span class="mw-headline ve-pasteProtect" id="Printing_Sales_Return_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Purchase Return Record</span>=====
-#Click Inventory then click <span class="ve-pasteProtect">[[Purchase Return]]</span>
+#Click [[Purchase Return]] under Inventory Menu
-#Select the <span class="ve-pasteProtect">[[Purchase Return]]</span> that needs to view its details. Click the drop down arrow then Choose '''View'''.
+#Select a Purchase Return record that needs to view its details. Click the drop-down arrow then click View.
 [[File:Inventory - Purchase Return - View.png|border|center|1500x1500px]]
@@ Line 145: / Line 144: @@
 =====<span class="mw-headline" id="Printing_Sales_Return_Record" style="box-sizing: inherit;">Printing Purchase Return Record</span>=====
-#Click Inventory then click <span>[[Purchase Return]]</span>
+#Click [[Purchase Return]] under Inventory Menu
-#Select the <span>[[Purchase Return]]</span> that needs to print its details. Click the drop down arrow then Choose '''Print'''.
+#Select a <span>[[Purchase Return]]</span> that needs to print its details. Click the drop down arrow then Choose '''Print'''.
 [[File:Inventory - Purchase Return - Print.png|border|center|1514x1514px]]

← Older revision		Revision as of 04:51, 21 March 2022
Line 136:		Line 136:
	*Refund function can be activated under [[Users Group]]		*Refund function can be activated under [[Users Group]]

		+	=====<span class="mw-headline ve-pasteProtect" id="Printing_Sales_Return_Record" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Viewing Purchase Return Record</span>=====
		+
		+	#Click Inventory then click <span class="ve-pasteProtect">[[Purchase Return]]</span>
		+	#Select the <span class="ve-pasteProtect">[[Purchase Return]]</span> that needs to view its details. Click the drop down arrow then Choose '''View'''.
		+
		+	[[File:Inventory - Purchase Return - View.png\|border\|center\|1500x1500px]]
		+	<br />
	=====<span class="mw-headline" id="Printing_Sales_Return_Record" style="box-sizing: inherit;">Printing Purchase Return Record</span>=====		=====<span class="mw-headline" id="Printing_Sales_Return_Record" style="box-sizing: inherit;">Printing Purchase Return Record</span>=====

@@ Line 27: / Line 27: @@
 |}
-===== Purchase Return Cycle =====
+=====Purchase Return Cycle=====
 [[File:Inventory - Purchase Return - Purchase Return Cycle.png|border|center|867x867px]]
 =====Purchase Return Record List=====
 =====Add Purchase Return=====
@@ Line 133: / Line 133: @@
 *The user must setup the [[Account Codes]] for refund in order to use this feature.
 **The Purchase receipt must be on '''PAID''' status in order to use this feature.
-* [[Journal Voucher]] and [[Debit Voucher]] will be automatically generated after creating a Purchase Return Record
+*[[Journal Voucher]] and [[Debit Voucher]] will be automatically generated after creating a Purchase Return Record
-* Refund function can be activated under [[Users Group]]
+*Refund function can be activated under [[Users Group]]
-===== <span class="mw-headline" id="Printing_Sales_Return_Record" style="box-sizing: inherit;">Printing Purchase Return Record</span> =====
+=====<span class="mw-headline" id="Printing_Sales_Return_Record" style="box-sizing: inherit;">Printing Purchase Return Record</span>=====
-# Click Inventory then click <span>[[Purchase Return]]</span>
+#Click Inventory then click <span>[[Purchase Return]]</span>
-# Select the <span>[[Purchase Return]]</span> that needs to print its details. Click the drop down arrow then Choose '''Print'''.
+#Select the <span>[[Purchase Return]]</span> that needs to print its details. Click the drop down arrow then Choose '''Print'''.
 [[File:Inventory - Purchase Return - Print.png|border|center|1514x1514px]]
-===== <span class="mw-headline" id="Cancelling_Sales_Return_Record" style="box-sizing: inherit;">Cancelling Purchase Return Record</span> =====
+=====<span class="mw-headline" id="Cancelling_Sales_Return_Record" style="box-sizing: inherit;">Cancelling Purchase Return Record</span>=====
-* Purchase Return can be cancelled in two ways:
+*Purchase Return can be cancelled in two ways:
-** Using drop-down arrow of a record can be used in single record cancellation
+**Using drop-down arrow of a record can be used in single record cancellation
 [[File:Inventory - Purchase Return - Cancel1.png|border|center|1500x1500px]]
-* Using Cancel Button for cancelling multiple records
+*Using Cancel Button for cancelling multiple records
 [[File:Inventory - Purchase Return - Cancel2.png|border|center|1500x1500px]]

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Inventory]] | [[Inventory Inquiry]] | [[Inventory Movement]] | [[Purchase Return Aids]]
+[[Inventory]] | [[Inventory Inquiry]] | [[Inventory Movement]]
 </div>
 ==Purchase Return==
@@ Line 10: / Line 10: @@
 *#[[Item Master]]
 *#[[Supplier]]
 *#[[Warehouse]]
 *#[[Purchase Receipt]]
@@ Line 25: / Line 26: @@
 | style="" |If the Purchase Return is cancelled
 |}
 =====Purchase Return Record List=====
 =====Add Purchase Return=====
-# Go to Inventory then click [[Purchase Return]]
+#Go to Inventory then click [[Purchase Return]]
-# Click '''Add Purchase Return''' Button
+#Click '''Add Purchase Return''' Button
-# Select [[Supplier]] then tag the corresponding [[Purchase Receipt]] No. that needs to be return.
+#Select [[Supplier]] then tag the corresponding [[Purchase Receipt]] No. that needs to be return.
-# Tick the [[Item Master|Item]] that needs to be returned then put the Quantity that needs to be returned. Please take note that the Purchase Receipt must be on '''PAID''' status in order to use the Refund feature.
+#Tick the [[Item Master|Item]] that needs to be returned then put the Quantity that needs to be returned. Please take note that the Purchase Receipt must be on '''PAID''' status in order to use the Refund feature.
-# Click '''Save'''
+#Click '''Save'''
-# You can check the returned items in [[Inventory Movement]]
+#You can check the returned items in [[Inventory Movement]]
 {| class="wikitable" style="margin: auto;"
 |+Creating Purchase Return Fields
@@ Line 126: / Line 133: @@
 *The user must setup the [[Account Codes]] for refund in order to use this feature.
 **The Purchase receipt must be on '''PAID''' status in order to use this feature.
 =====Purchase Return Record Options=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;}"
-|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;&quot;}" |Actions Available base on Purchase Return Voucher Record Status
+|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;&quot;}" |Actions Available base on Purchase Return Record Status
 ! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Status
 ! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |View
@@ Line 144: / Line 171: @@
 *[[Journal Voucher]] will be automatically updated when Purchase Return is updated.
 {| class="wikitable" style="margin: auto;"
@@ Line 154: / Line 182: @@
 |Purchase
 |[[Purchase Receipt]]
 |-
 |Maintenance
-|[[Account Codes]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]
+|[[Account Codes]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]
 |}

@@ Line 6: / Line 6: @@
 =====Requirements before using Purchase Return=====
-*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Purchase Return]]
+*The user should have the following records in order to proceed on using the [[Purchase Return]]
 *#[[Item Master]]
 *#[[Supplier]]
 *#[[Warehouse]]
-*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
+*#[[Purchase Receipt]]
-*#[[Item Master Aids]]
+*#[[Payment Voucher]]
-*The customer should have a [[Purchase Receipt]] or [[Payment Voucher]] Record in order to create a [[Purchase Return]] Transaction. Instructions on how to create the following records can be found below:
+{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
-*#[[Purchase Receipt Aid]]
+|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Purchase Return Record Status
-*#[[Payment Voucher Aids]]
+! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 =====Purchase Return Record List=====
 =====Add Purchase Return=====
 <br />
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 !Field
 !Description
@@ Line 125: / Line 128: @@
 [[File:Purchase Return View Record.png|center|664x664px]]
 <br />
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 |+Categories:
 ! colspan="2" |'''Modules'''

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Inventory]] | [[Inventory Movement]] | [[Purchase Return Aids]]
+[[Inventory]] | [[Inventory Inquiry]] | [[Inventory Movement]] | [[Purchase Return Aids]]
 </div>
 ==Purchase Return==
 Allows the user to make returns of their purchases from the supplier.
 =====Purchase Return Record List=====
 [[File:Purchase Return Record List.png|center|thumb|Purchase Return Record List]]
@@ Line 97: / Line 112: @@
 *Purchase Return Transactions cannot be edited.
 *Activities regarding items returned using Purchase Return can be view on [[Inventory Movement]] under Financials Module.
-*Service Class Items can be returned but cannot be view its activity on Inventory Movement.
+*Service Class Items can be returned but cannot be view its activity on [[Inventory Movement]].
 *The user must setup the [[Account Codes]] for refund in order to use this feature.
 **The Purchase receipt must be on '''PAID''' status in order to use this feature.
@@ Line 121: / Line 136: @@
 |-
 |Maintenance
-|[[Account Codes]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]
+|[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
@@ Line 132: / Line 147: @@
 |-
 |Maintenance Aids
-|[[Account Codes Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]
+|[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
 |}

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Inventory]] | [[Inventory Movement]] | [[Purchase Return]]
+[[Inventory]] | [[Inventory Movement]] | [[Purchase Return Aids]]
-</div><br />
+</div>
 ==Purchase Return==
 Allows the user to make returns of their purchases from the supplier.
@@ Line 9: / Line 9: @@
 =====Add Purchase Return=====
-[[File:Adding Purchase Returnv2.png|center|868x868px]]
+[[File:Adding Purchase Return.png|center|thumb|1000x1000px|Adding Purchase Return]]
 <br />
 {| class="wikitable"
@@ Line 16: / Line 16: @@
 !Expected Values
 |-
-|1.[[Supplier]]
+|1.Purchase Return No.
 |•Name of Supplier
 |•Supplier List Provided from the Supplier Maintenance Module
 |-
-|2.[[Purchase Receipt]] No.
+|3.[[Purchase Receipt]] No.
 |•Purchase Receipt Reference Number
 |•Purchase Receipt list provided by Purchase Receipt Financial Module
 |-
-|3.Document Date
+|4.Document Date
 |•Date when the Transaction was created
 |•Date
 |-
-|4.Reason
+|5.Reason
 |•Reason why the item needs to be return
 |•Alphanumeric
 |-
-|5.Notes
+|6.Notes
 |•Additional Remarks on the Transaction
 |•Alphanumeric
 |-
-|6.Item
+|7.Item
 |•Item to be returned
 |•Tick/Untick
 |-
-|7.Defective
+|8.Description
 |•Classification if the item to be returned is defective or not
 |•Tick/Untick
 |-
-|8.Replacement
+|11.Replacement
 |•Classification if the item to be returned is for replacement
 |•Tick/Untick
 |-
-|9.Refund
+|12.Refund
 |•Classification if the item to be returned is for refund
 |•Tick/Untick<br />
 |-
-|10.Quantity Returned
+|13.Price
 |•Quantity of item to be returned
 |•Number
 |}
@@ Line 85: / Line 121: @@
 |-
 |Maintenance
-|[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]
+|[[Account Codes]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
@@ Line 96: / Line 132: @@
 |-
 |Maintenance Aids
-|[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
+|[[Account Codes Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]
 |}