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Difference between revisions of "Purchase Return"
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<div style="text-align: center;"> | <div style="text-align: center;"> | ||
| − | [[Inventory]] | [[Inventory Movement]] | [[Purchase Return Aids]] | + | [[Inventory]] | [[Inventory Inquiry]] | [[Inventory Movement]] | [[Purchase Return Aids]] |
</div> | </div> | ||
==Purchase Return== | ==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. | ||
| + | =====Requirements before using Purchase Return===== | ||
| + | *The user should setup the following [[Maintenance]] Module 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: | ||
| + | *#[[Item Master Aids]] | ||
| + | *#[[Supplier Aids]] | ||
| + | *#[[Warehouse Aids]] | ||
| + | |||
| + | *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: | ||
| + | *#[[Purchase Receipt Aid]] | ||
| + | *#[[Payment Voucher Aids]] | ||
| + | |||
| + | <br /> | ||
=====Purchase Return Record List===== | =====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]] | ||
| Line 97: | Line 112: | ||
*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. | *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. | **The Purchase receipt must be on '''PAID''' status in order to use this feature. | ||
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|- | |- | ||
|Maintenance | |Maintenance | ||
| − | | | + | |[[Supplier]]<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''' | ||
| Line 132: | Line 147: | ||
|- | |- | ||
|Maintenance Aids | |Maintenance Aids | ||
| − | | | + | |[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]] |
|} | |} | ||
Revision as of 12:02, 11 May 2021
Contents
Purchase Return
Allows the user to make returns of their purchases from the supplier.
Requirements before using Purchase Return
- The user should setup the following Maintenance Module in order to proceed on using the Purchase Return
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
- 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:
Purchase Return Record List
File:Purchase Return Record List.png
Purchase Return Record List
Add Purchase Return
File:Adding Purchase Return.png
Adding Purchase Return
| Field | Description | Expected Values |
|---|---|---|
| 1.Purchase Return No. | •Purchase Return Reference No. upon creation | •Alphanumeric(Auto-Generated) |
| 2.Supplier | •Name of Supplier | •Supplier List Provided from the Supplier Maintenance Module |
| 3.Purchase Receipt No. | •Purchase Receipt Reference Number | •Purchase Receipt list provided by Purchase Receipt Financial Module |
| 4.Document Date | •Date when the Transaction was created | •Date |
| 5.Reason | •Reason why the item needs to be return | •Alphanumeric |
| 6.Notes | •Additional Remarks on the Transaction | •Alphanumeric |
| 7.Item | •Item to be returned | •Tick/Untick |
| 8.Description | •Any remarks or Description regarding the Item | •Alphanumeric(based from the Item details in Item Master Maintenance Module) |
| 9.Warehouse | •Assigned Warehouse where the item is placed | • |
| 10.Defective | •Classification if the item to be returned is defective or not | •Tick/Untick |
| 11.Replacement | •Classification if the item to be returned is for replacement | •Tick/Untick |
| 12.Refund | •Classification if the item to be returned is for refund | •Tick/Untick |
| 13.Price | •Price of the Item to be returned | •Number(Auto-generated based from the Pricelist used in Maintenance Module) |
| 14.Received Quantity | •Quantity currently received in the return | •Number |
| 15.Quantity Remaining | •Remaining quantity of item base from quantity received | •Number |
| 16.Quantity Returned | •Quantity of item to be returned | •Number |
| 17.Unit of Measure | •Unit of Measure of the Item | •Unit of Measure List based from Unit of Measure Maintenance Module) |
| 18.Tax | •Any type of Tax Applied on the Item | •List of Tax based from Tax Maintenance Module |
| 19.Amount | •Total Amount of the returned item | •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.
- The Purchase receipt must be on PAID status 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 |