Discussion

Difference between revisions of "Sales Return"

Line 1: Line 1:
 
<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Inventory]] | [[Inventory Movement]] | [[Inventory Inquiry]] | [[Sales Return]]
+
[[Inventory]] | [[Inventory Movement]] | [[Inventory Inquiry]] | [[Sales Return Aids]]
−
</div><br />
+
</div>
 
==Sales Return==
 
==Sales Return==
 
Allows the user to make returns of their sales from the customer.
 
Allows the user to make returns of their sales from the customer.
Line 9: Line 9:
  
 
=====Adding Sales Return=====
 
=====Adding Sales Return=====
−
[[File:Adding Sales Return.png|center|thumb|867x867px|Adding Sales Return]]
+
[[File:Adding Sales Return..png|center|thumb|900x900px|Adding Sales Return]]
 +
<br />
 
{| class="wikitable"
 
{| class="wikitable"
 
!FIeld
 
!FIeld
Line 15: Line 16:
 
!Expected Values
 
!Expected Values
 
|-
 
|-
−
|1.[[Sales Invoice|SI]] / [[Delivery Receipt|DR]] No.
+
|1.Sales Return Number
 +
|•Sales Return Reference Number upon Creation
 +
|•Alphanumeric(Auto-Generated)
 +
|-
 +
|2.[[Sales Invoice|SI]] / [[Delivery Receipt|DR]] No.
 
|•Delivery Receipt or Sales Invoice reference for Sales Return
 
|•Delivery Receipt or Sales Invoice reference for Sales Return
 
|•Delivery Receipt and Sales Invoice List provided from Delivery Receipt and Sales Invoice Sales Module
 
|•Delivery Receipt and Sales Invoice List provided from Delivery Receipt and Sales Invoice Sales Module
 
|-
 
|-
−
|2.Document Date
+
|3.Document Date
 
|•Date when the transaction is created
 
|•Date when the transaction is created
 
|•Date
 
|•Date
 
|-
 
|-
−
|3.Reason
+
|4.Reason
 
|•Reason for requesting a Sales Return
 
|•Reason for requesting a Sales Return
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|4.Notes
+
|5.Notes
 
|•Other Remarks regarding the Transaction
 
|•Other Remarks regarding the Transaction
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|5.Item
+
|6.Item
 
|•Items to be returned
 
|•Items to be returned
 
|•Tick/untick
 
|•Tick/untick
 
|-
 
|-
−
|6.Defective
+
|7.Description
 +
|•Description or Remarks on the Item
 +
|•Alphanumeric(Auto-Generated based from [[Item Master]] Maintenance Module)
 +
|-
 +
|8.Warehouse
 +
|•Warehouse where the item will be returned
 +
|•Warehouse List based from [[Warehouse]] Maintenance Module
 +
|-
 +
|9.Defective
 
|•Classify if the item to be returned is Defective
 
|•Classify if the item to be returned is Defective
 
|•Tick/untick
 
|•Tick/untick
 
|-
 
|-
−
|7.Replacement
+
|10.Replacement
 
|•Classify if the item to be returned is for Replacement
 
|•Classify if the item to be returned is for Replacement
 
|•Tick/untick
 
|•Tick/untick
 
|-
 
|-
−
|8.Quantity
+
|11.Quantity Delivered
−
|•Quantity of Items to be Returned
+
|•Total Quantity of Items to be Returned
 +
|•Number
 +
|-
 +
|12.Quantity
 +
|•Number of Items to be Returned
 +
|•Number
 +
|-
 +
|13.Unit of Measure(UOM)
 +
|•Unit of Measure of an Item to be Returned
 +
|•Unit of Measure List base from [[Unit of Measure]] Maintenance Module
 +
|-
 +
|14.Unit Cost
 +
|•Cost of item per unit
 +
|•Number
 +
|-
 +
|15.Discount
 +
|•Amount of Discount Applied on the Item
 +
|•Number
 +
|-
 +
|16.Tax
 +
|•Tax Type Applied on the Item
 +
|•Tax List base from [[Tax]] Maintenance Module
 +
|-
 +
|17.Amount
 +
|•Total Amount to be returned
 
|•Number
 
|•Number
 
|}
 
|}
Line 53: Line 90:
  
 
=====Editing Sales Return=====
 
=====Editing Sales Return=====
−
[[File:Editing Sales Return.png|center|thumb|864x864px|Editing Sales Return]]
+
[[File:Editing Sales Return..png|center|thumb|900x900px|Editing Sales Return]]
 
{| class="wikitable"
 
{| class="wikitable"
−
!Field
+
!FIeld
 
!Description
 
!Description
 
!Expected Values
 
!Expected Values
 
|-
 
|-
−
|1.Notes
+
|1.Sales Return Number
−
|•Other Remarks regarding the transaction
+
|•Sales Return Reference Number upon Creation
 +
|•Alphanumeric(Auto-Generated)
 +
|-
 +
|2.[[Sales Invoice|SI]] / [[Delivery Receipt|DR]] No.
 +
|•Delivery Receipt or Sales Invoice reference for Sales Return
 +
|•Delivery Receipt and Sales Invoice List provided from Delivery Receipt and Sales Invoice Sales Module
 +
|-
 +
|3.Document Date
 +
|•Date when the transaction is created
 +
|•Date
 +
|-
 +
|4.Reason
 +
|•Reason for requesting a Sales Return
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|2.Quantity
+
|5.Notes
−
|•Quantity of Items to be return
+
|•Other Remarks regarding the Transaction
 +
|•Alphanumeric
 +
|-
 +
|6.Item
 +
|•Items to be returned
 +
|•Tick/untick
 +
|-
 +
|7.Description
 +
|•Description or Remarks on the Item
 +
|•Alphanumeric(Auto-Generated based from [[Item Master]] Maintenance Module)
 +
|-
 +
|8.Warehouse
 +
|•Warehouse where the item will be returned
 +
|•Warehouse List based from [[Warehouse]] Maintenance Module
 +
|-
 +
|9.Defective
 +
|•Classify if the item to be returned is Defective
 +
|•Tick/untick
 +
|-
 +
|10.Replacement
 +
|•Classify if the item to be returned is for Replacement
 +
|•Tick/untick
 +
|-
 +
|11.Quantity Delivered
 +
|•Total Quantity of Items to be Returned
 +
|•Number
 +
|-
 +
|12.Quantity
 +
|•Number of Items to be Returned
 +
|•Number
 +
|-
 +
|13.Unit of Measure(UOM)
 +
|•Unit of Measure of an Item to be Returned
 +
|•Unit of Measure List base from [[Unit of Measure]] Maintenance Module
 +
|-
 +
|14.Unit Cost
 +
|•Cost of item per unit
 +
|•Number
 +
|-
 +
|15.Discount
 +
|•Amount of Discount Applied on the Item
 +
|•Number
 +
|-
 +
|16.Tax
 +
|•Tax Type Applied on the Item
 +
|•Tax List base from [[Tax]] Maintenance Module
 +
|-
 +
|17.Amount
 +
|•Total Amount to be returned
 
|•Number
 
|•Number
 
|}Notes:
 
|}Notes:
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[[File:Sales Return Record Options.png|center|thumb|Sales Return Record Options]]Notes:
 
[[File:Sales Return Record Options.png|center|thumb|Sales Return Record Options]]Notes:
  
−
*For detailed instruction on how to View, Edit, Print and Cancel a Sales Return, you can visit Sales Return Job Aids which can be found [[Sales Return Aids|here]]
+
*For detailed instruction on how to View, Edit, Print and Cancel a Sales Return, you can visit Sales Return Job Aids which can be found [[Sales Return Aids|here]]<br />
  
−
<br />
 
 
=====Sales Return View Record=====
 
=====Sales Return View Record=====
 
[[File:Sales Return View Record.png|center|thumb|Sales Return View Record]]
 
[[File:Sales Return View Record.png|center|thumb|Sales Return View Record]]
Line 83: Line 179:
 
*For detailed instruction on how to create a Sales Return, you can visit Sales Return Job Aids which can be found [[Sales Return Aids|here]]
 
*For detailed instruction on how to create a Sales Return, you can visit Sales Return Job Aids which can be found [[Sales Return Aids|here]]
  
−
<br />
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+Categories:
 
|+Categories:
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|-
 
|-
 
|Maintenance
 
|Maintenance
−
|[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]
+
|[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]
 
|-
 
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
 
|-
 
|Maintenance Aids
 
|Maintenance Aids
−
|[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
+
|[[Tax Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
 
|}<br />
 
|}<br />

Revision as of 14:01, 8 April 2021

Sales Return

Allows the user to make returns of their sales from the customer.

Sales Return Record List
File:Sales Return Record List.png
Sales Return Record List
Adding Sales Return
File:Adding Sales Return..png
Adding Sales Return


FIeld Description Expected Values
1.Sales Return Number •Sales Return Reference Number upon Creation •Alphanumeric(Auto-Generated)
2.SI / DR No. •Delivery Receipt or Sales Invoice reference for Sales Return •Delivery Receipt and Sales Invoice List provided from Delivery Receipt and Sales Invoice Sales Module
3.Document Date •Date when the transaction is created •Date
4.Reason •Reason for requesting a Sales Return •Alphanumeric
5.Notes •Other Remarks regarding the Transaction •Alphanumeric
6.Item •Items to be returned •Tick/untick
7.Description •Description or Remarks on the Item •Alphanumeric(Auto-Generated based from Item Master Maintenance Module)
8.Warehouse •Warehouse where the item will be returned •Warehouse List based from Warehouse Maintenance Module
9.Defective •Classify if the item to be returned is Defective •Tick/untick
10.Replacement •Classify if the item to be returned is for Replacement •Tick/untick
11.Quantity Delivered •Total Quantity of Items to be Returned •Number
12.Quantity •Number of Items to be Returned •Number
13.Unit of Measure(UOM) •Unit of Measure of an Item to be Returned •Unit of Measure List base from Unit of Measure Maintenance Module
14.Unit Cost •Cost of item per unit •Number
15.Discount •Amount of Discount Applied on the Item •Number
16.Tax •Tax Type Applied on the Item •Tax List base from Tax Maintenance Module
17.Amount •Total Amount to be returned •Number

Notes:

  • Sales Return Transaction will generate a Journal Voucher upon creation.
  • For detailed instruction on how to create a Sales Return, you can visit Sales Return Job Aids which can be found here
Editing Sales Return
File:Editing Sales Return..png
Editing Sales Return
FIeld Description Expected Values
1.Sales Return Number •Sales Return Reference Number upon Creation •Alphanumeric(Auto-Generated)
2.SI / DR No. •Delivery Receipt or Sales Invoice reference for Sales Return •Delivery Receipt and Sales Invoice List provided from Delivery Receipt and Sales Invoice Sales Module
3.Document Date •Date when the transaction is created •Date
4.Reason •Reason for requesting a Sales Return •Alphanumeric
5.Notes •Other Remarks regarding the Transaction •Alphanumeric
6.Item •Items to be returned •Tick/untick
7.Description •Description or Remarks on the Item •Alphanumeric(Auto-Generated based from Item Master Maintenance Module)
8.Warehouse •Warehouse where the item will be returned •Warehouse List based from Warehouse Maintenance Module
9.Defective •Classify if the item to be returned is Defective •Tick/untick
10.Replacement •Classify if the item to be returned is for Replacement •Tick/untick
11.Quantity Delivered •Total Quantity of Items to be Returned •Number
12.Quantity •Number of Items to be Returned •Number
13.Unit of Measure(UOM) •Unit of Measure of an Item to be Returned •Unit of Measure List base from Unit of Measure Maintenance Module
14.Unit Cost •Cost of item per unit •Number
15.Discount •Amount of Discount Applied on the Item •Number
16.Tax •Tax Type Applied on the Item •Tax List base from Tax Maintenance Module
17.Amount •Total Amount to be returned •Number

Notes:

  • Journal Voucher will be automatically updated when Sales Return is updated.
  • For detailed instruction on how to edit a Sales Return, you can visit Sales Return Job Aids which can be found here
Sales Return Record Options
File:Sales Return Record Options.png
Sales Return Record Options

Notes:

  • For detailed instruction on how to View, Edit, Print and Cancel a Sales Return, you can visit Sales Return Job Aids which can be found here
Sales Return View Record
File:Sales Return View Record.png
Sales Return View Record

Notes:

  • For detailed instruction on how to create a Sales Return, you can visit Sales Return Job Aids which can be found here
Categories:
Modules
Inventory Inventory | Sales Return | Inventory Inquiry | Inventory Movement
Financials Journal Voucher
Purchase Delivery Receipt | Sales Invoice
Maintenance Tax | Unit of Measure | Warehouse | Item Master
Job Aid Modules
Inventory Aids Sales Return | Inventory Movement Aids
Financial Aids Journal Voucher Aids
Purchase Aids Delivery Receipt Aids | Sales Invoice Aids
Maintenance Aids Tax Aids | Unit of Measure Aids | Warehouse Aids | Item Master Aids


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