Difference between revisions of "Purchase Return"

(Tag: 2017 source edit)
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<div style="text-align: center;">
 
<div style="text-align: center;">
[[Inventory]] | [[Inventory Movement]] | [[Purchase Return Aids]]
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[[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.
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=====Requirements before using Purchase Return=====
  
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*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Purchase Return]]
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*#[[Item Master]]
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*#[[Supplier]]
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*#[[Warehouse]]
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*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
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*#[[Item Master Aids]]
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*#[[Supplier Aids]]
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*#[[Warehouse Aids]]
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*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:
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*#[[Purchase Receipt Aid]]
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*#[[Payment Voucher Aids]]
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<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]]
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*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.
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*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
|[[Account Codes]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]
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|[[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'''
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|-
 
|-
 
|Maintenance Aids
 
|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]]
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|[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
 
|}
 
|}

Revision as of 12:02, 11 May 2021

Purchase Return

Allows the user to make returns of their purchases from the supplier.

Requirements before using Purchase Return


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


Categories:
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