Discussion

Difference between revisions of "Sales Return"

(Tag: 2017 source edit)
(Tag: 2017 source edit)
Line 1: Line 1:
 
<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Inventory]] | [[Inventory Movement]] | [[Inventory Inquiry]] | [[Sales Return Aids]]
+
[[Inventory]] | [[Inventory Movement]] | [[Inventory Inquiry]]
 
</div>
 
</div>
 
==Sales Return==
 
==Sales Return==
Line 8: Line 8:
 
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Sales Return]]
 
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Sales Return]]
 
*#[[Customer]]
 
*#[[Customer]]
 +
*#[[Account Codes]]
 
*#[[Item Master]]
 
*#[[Item Master]]
 
*#[[Warehouse]]
 
*#[[Warehouse]]
−
*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
 
−
*#[[Customer Aids]]
 
−
*#[[Item Master Aids]]
 
−
*#[[Warehouse Aids]]
 
  
−
*The customer should have a [[Delivery Receipt]] or [[Sales Invoice]] Record in order to create a Sales Return Transaction. Instructions on how to create the following records can be found below:
+
*The user should have at least one of the following records in order to proceed on using the [[Sales Return]]
−
*#[[Delivery Receipt Aids]]
+
*#[[Delivery Receipt]]
−
*#[[Sales Invoice Aids]]
+
*#[[Sales Invoice]]
  
 +
{| 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;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Credit Voucher Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Description
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''RETURNED'''
 +
| style="" |If the Sales Return is created and its items are returned
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''CANCELLED'''
 +
| style="" |If the Sales Return is cancelled
 +
|}
 +
<br />
 
=====Sales Return Record List=====
 
=====Sales Return Record List=====
−
[[File:Sales Return Record List.png|center|thumb|Sales Return Record List]]
+
=====Adding Sales Return =====
−
 
 
−
=====Adding Sales Return=====
 
−
[[File:Adding Sales Return..png|center|thumb|900x900px|Adding Sales Return]]
 
−
<br />
 
 
{| class="wikitable"
 
{| class="wikitable"
 
!FIeld
 
!FIeld
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*Sales Return Transaction will generate a [[Journal Voucher]] upon creation.
 
*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 [[Sales Return Aids|here]]
+
*Sales Return Transaction will generate a [[Credit Voucher]] upon creation.
  
 
=====Editing Sales Return=====
 
=====Editing Sales Return=====
−
[[File:Editing Sales Return..png|center|thumb|900x900px|Editing Sales Return]]
 
 
{| class="wikitable"
 
{| class="wikitable"
 
!FIeld
 
!FIeld
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|}Notes:
 
|}Notes:
  
−
*[[Journal Voucher]] will be automatically updated when Sales Return is updated.
+
*[[Journal Voucher]] will be automatically updated when Sales Return is updated.<br />
−
*For detailed instruction on how to edit a Sales Return, you can visit Sales Return Job Aids which can be found [[Sales Return Aids|here]]<br />
 
  
 
=====Sales Return Record Options=====
 
=====Sales Return Record Options=====
−
[[File:Sales Return Record Options.png|center|thumb|Sales Return Record Options]]Notes:
+
{| 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;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Credit Voucher Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
!Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Print
 +
!Cancel
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''RETURNED'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''CANCELLED'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|
 +
|}
  
−
*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 />
 
  
−
=====Sales Return View Record=====
 
−
[[File:Sales Return View Record.png|center|thumb|Sales Return View Record]]
 
 
Notes:
 
Notes:
  
−
*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]]
+
*[[Journal Voucher]] will be automatically updated when Sales Return is updated.
  
−
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
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|[[Journal Voucher]]
 
|[[Journal Voucher]]
 
|-
 
|-
−
|Purchase
+
|Sales
 
|[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 
|[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
 
|-
 
|-
 
|Maintenance
 
|Maintenance
−
|[[Customer]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]
+
|[[Account Codes]]<nowiki> | </nowiki>[[Customer]]<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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|Inventory Aids
 
|Inventory Aids
 
|[[Sales Return]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]
 
|[[Sales Return]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]
−
|-
 
−
|Financial Aids
 
−
|[[Journal Voucher Aids]]
 
−
|-
 
−
|Purchase Aids
 
−
|[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
 
 
|-
 
|-
 
|Maintenance Aids
 
|Maintenance Aids
 
|[[Customer Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
 
|[[Customer Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
 
|}<br />
 
|}<br />

Revision as of 15:10, 29 November 2021

Sales Return

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

Requirements before using Sales Return
Credit Voucher Record Status
Status Description
RETURNED If the Sales Return is created and its items are returned
CANCELLED If the Sales Return is cancelled


Sales Return Record List
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:

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.
Sales Return Record Options
Actions Available base on Credit Voucher Record Status
Status View Edit Print Cancel
RETURNED ☑ ☑ ☑ ☑
CANCELLED ☑ ☑


Notes:

  • Journal Voucher will be automatically updated when Sales Return is updated.
Categories:
Modules
Inventory Inventory | Sales Return | Inventory Inquiry | Inventory Movement
Financials Journal Voucher
Sales Delivery Receipt | Sales Invoice
Maintenance Account Codes | Customer | Warehouse | Item Master
Job Aid Modules
Inventory Aids Sales Return | Inventory Inquiry Aids | Inventory Movement Aids
Maintenance Aids Customer Aids | Warehouse Aids | Item Master Aids


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