Difference between revisions of "Purchase Return"

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*Refund function can be activated under [[Users Group]]
 
*Refund function can be activated under [[Users Group]]
  
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=====<span class="mw-headline ve-pasteProtect" id="Printing_Sales_Return_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Purchase Return Record</span>=====
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#Click Inventory then click <span class="ve-pasteProtect">[[Purchase Return]]</span>
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#Select the <span class="ve-pasteProtect">[[Purchase Return]]</span> that needs to view its details. Click the drop down arrow then Choose '''View'''.
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[[File:Inventory - Purchase Return - View.png|border|center|1500x1500px]]
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=====<span class="mw-headline" id="Printing_Sales_Return_Record" style="box-sizing: inherit;">Printing Purchase Return Record</span>=====
 
=====<span class="mw-headline" id="Printing_Sales_Return_Record" style="box-sizing: inherit;">Printing Purchase Return Record</span>=====
  

Revision as of 12:51, 21 March 2022

Purchase Return

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

Requirements before using Purchase Return
Purchase Return Record Status
Status Description
RETURNED If the Purchase Return is created and its items are returned
CANCELLED If the Purchase Return is cancelled
Purchase Return Cycle
Inventory - Purchase Return - Purchase Return Cycle.png
Purchase Return Record List
Inventory - Purchase Return - Record List.png


Add Purchase Return
  1. Go to Inventory then click Purchase Return
  2. Click Add Purchase Return Button
  3. Select Supplier then tag the corresponding Purchase Receipt No. that needs to be return.
  4. Tick the Item that needs to be returned then put the Quantity that needs to be returned. Please take note that the Purchase Receipt must be on PAID status in order to use the Refund feature.
  5. Click Save
  6. You can check the returned items in Inventory Movement
Inventory - Purchase Return - Add.png


Creating Purchase Return Fields
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.
  • Journal Voucher and Debit Voucher will be automatically generated after creating a Purchase Return Record
  • Refund function can be activated under Users Group
Viewing Purchase Return Record
  1. Click Inventory then click Purchase Return
  2. Select the Purchase Return that needs to view its details. Click the drop down arrow then Choose View.
Inventory - Purchase Return - View.png


Printing Purchase Return Record
  1. Click Inventory then click Purchase Return
  2. Select the Purchase Return that needs to print its details. Click the drop down arrow then Choose Print.
Inventory - Purchase Return - Print.png
Cancelling Purchase Return Record
  • Purchase Return can be cancelled in two ways:
    • Using drop-down arrow of a record can be used in single record cancellation
Inventory - Purchase Return - Cancel1.png
  • Using Cancel Button for cancelling multiple records
Inventory - Purchase Return - Cancel2.png
Purchase Return Record Options
Actions Available base on Purchase Return Record Status
Status View Print
RETURNED
CANCELLED

Notes:

Categories:
Modules
Inventory Purchase Return | Inventory Movement
Purchase Purchase Receipt
Financials Debit Voucher | Payment Voucher
Maintenance Account Codes | Supplier | Users Group | Warehouse | Item Master