You are viewing an old version of this page. Return to the latest version.
Difference between revisions of "Purchase Return"
(Tag: Visual edit) |
(Tag: Visual edit) |
||
| Line 1: | Line 1: | ||
| − | == Purchase Return == | + | <div style="text-align: center;"> |
| + | [[Inventory]] | [[Inventory Movement]] | [[Purchase Return]] | ||
| + | </div><br /> | ||
| + | ==Purchase Return== | ||
Allows the user to make returns of their purchases from the supplier. | 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]] | [[File:Purchase Return Record List.png|center|thumb|Purchase Return Record List]] | ||
| − | ===== | + | =====Add Purchase Return===== |
| − | [[File:Adding Purchase | + | [[File:Adding Purchase Returnv2.png|center|868x868px]] |
| + | <br /> | ||
{| class="wikitable" | {| class="wikitable" | ||
!Field | !Field | ||
| Line 12: | Line 16: | ||
!Expected Values | !Expected Values | ||
|- | |- | ||
| − | |1.Supplier | + | |1.[[Supplier]] |
|•Name of Supplier | |•Name of Supplier | ||
|•Supplier List Provided from the Supplier Maintenance Module | |•Supplier List Provided from the Supplier Maintenance Module | ||
|- | |- | ||
| − | |2.Purchase Receipt No. | + | |2.[[Purchase Receipt]] No. |
|•Purchase Receipt Reference Number | |•Purchase Receipt Reference Number | ||
|•Purchase Receipt list provided by Purchase Receipt Financial Module | |•Purchase Receipt list provided by Purchase Receipt Financial Module | ||
| Line 44: | Line 48: | ||
|•Tick/Untick | |•Tick/Untick | ||
|- | |- | ||
| − | |9.Quantity Returned | + | |9.Refund |
| + | |•Classification if the item to be returned is for refund | ||
| + | |•Tick/Untick<br /> | ||
| + | |- | ||
| + | |10.Quantity Returned | ||
|•Quantity of item to be returned | |•Quantity of item to be returned | ||
|•Number | |•Number | ||
| Line 52: | Line 60: | ||
*Purchase Return Transactions cannot be edited. | *Purchase Return Transactions cannot be edited. | ||
| − | *Activities regarding items returned using Purchase Return can be view on Inventory Movement under Financials Module. | + | *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. | ||
| + | *For further detailed instructions on how to use Purchase Return, you can visit the Purchase Return Job aid which can be found [[Purchase Return Aids|here]] | ||
| − | ===== | + | =====Purchase Return Record Options===== |
[[File:Purchase Return Record Options.png|link=https://docs.oojeema.com/File:Purchase%20Return%20Record%20Options.png|center|thumb|Purchase Return Record Options]] | [[File:Purchase Return Record Options.png|link=https://docs.oojeema.com/File:Purchase%20Return%20Record%20Options.png|center|thumb|Purchase Return Record Options]] | ||
| − | ===== Purchase Return View Record ===== | + | * For further detailed instructions on how to View, Print and Cancel Purchase Return, you can visit the Purchase Return Job Aid which can be found [[Purchase Return Aids|here]] |
| − | [[File:Purchase Return View Record.png|center | + | |
| + | =====Purchase Return View Record===== | ||
| + | [[File:Purchase Return View Record.png|center]] | ||
<br /> | <br /> | ||
| + | {| class="wikitable" | ||
| + | |+Categories: | ||
| + | ! colspan="2" |'''Modules''' | ||
| + | |- | ||
| + | |Inventory | ||
| + | |[[Purchase Return]]<nowiki> | </nowiki>[[Inventory Movement]] | ||
| + | |- | ||
| + | |Purchase | ||
| + | |[[Purchase Receipt]] | ||
| + | |- | ||
| + | |Maintenance | ||
| + | |[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Item Master]] | ||
| + | |- | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- | ||
| + | |Inventory Aids | ||
| + | |[[Purchase Return Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]] | ||
| + | |- | ||
| + | |Purchase Aids | ||
| + | |[[Purchase Receipt Aid|Purchase Receipt Aids]] | ||
| + | |- | ||
| + | |Maintenance Aids | ||
| + | |[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]] | ||
| + | |} | ||
Revision as of 13:55, 19 January 2021
Contents
Purchase Return
Allows the user to make returns of their purchases from the supplier.
Purchase Return Record List
File:Purchase Return Record List.png
Purchase Return Record List
Add Purchase Return
| Field | Description | Expected Values |
|---|---|---|
| 1.Supplier | •Name of Supplier | •Supplier List Provided from the Supplier Maintenance Module |
| 2.Purchase Receipt No. | •Purchase Receipt Reference Number | •Purchase Receipt list provided by Purchase Receipt Financial Module |
| 3.Document Date | •Date when the Transaction was created | •Date |
| 4.Reason | •Reason why the item needs to be return | •Alphanumeric |
| 5.Notes | •Additional Remarks on the Transaction | •Alphanumeric |
| 6.Item | •Item to be returned | •Tick/Untick |
| 7.Defective | •Classification if the item to be returned is defective or not | •Tick/Untick |
| 8.Replacement | •Classification if the item to be returned is for replacement | •Tick/Untick |
| 9.Refund | •Classification if the item to be returned is for refund | •Tick/Untick |
| 10.Quantity Returned | •Quantity of item to be returned | •Number |
Notes:
- 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.
- The user must setup the Account Codes for refund in order to use this feature.
- For further detailed instructions on how to use Purchase Return, you can visit the Purchase Return Job aid which can be found here
Purchase Return Record Options
File:Purchase Return Record Options.png
Purchase Return Record Options
- For further detailed instructions on how to View, Print and Cancel Purchase Return, you can visit the Purchase Return Job Aid which can be found here
Purchase Return View Record
| Modules | |
|---|---|
| Inventory | Purchase Return | Inventory Movement |
| Purchase | Purchase Receipt |
| Maintenance | Supplier | Warehouse | Item Master |
| Job Aid Modules | |
| Inventory Aids | Purchase Return Aids | Inventory Movement Aids |
| Purchase Aids | Purchase Receipt Aids |
| Maintenance Aids | Supplier Aids | Warehouse Aids | Item Master Aids |