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Difference between revisions of "Sales Return"
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==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. | ||
| + | =====Requirements before using Sales Return===== | ||
| + | |||
| + | *The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Sales Return]] | ||
| + | *#[[Customer]] | ||
| + | *#[[Item Master]] | ||
| + | *#[[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: | ||
| + | *#[[Delivery Receipt Aids]] | ||
| + | *#[[Sales Invoice Aids]] | ||
=====Sales Return Record List===== | =====Sales Return Record List===== | ||
| Line 193: | Line 207: | ||
|- | |- | ||
|Maintenance | |Maintenance | ||
| − | |[[ | + | |[[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''' | ||
|- | |- | ||
|Inventory Aids | |Inventory Aids | ||
| − | |[[Sales Return]]<nowiki> | </nowiki>[[Inventory Movement Aids]] | + | |[[Sales Return]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]] |
|- | |- | ||
|Financial Aids | |Financial Aids | ||
| Line 207: | Line 221: | ||
|- | |- | ||
|Maintenance Aids | |Maintenance Aids | ||
| − | |[[ | + | |[[Customer Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]] |
|}<br /> | |}<br /> | ||
Revision as of 11:18, 11 May 2021
Contents
Sales Return
Allows the user to make returns of their sales from the customer.
Requirements before using Sales Return
- The user should setup the following Maintenance Module in order to proceed on using the Sales 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 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:
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
| Modules | |
|---|---|
| Inventory | Inventory | Sales Return | Inventory Inquiry | Inventory Movement |
| Financials | Journal Voucher |
| Purchase | Delivery Receipt | Sales Invoice |
| Maintenance | Customer | Warehouse | Item Master |
| Job Aid Modules | |
| Inventory Aids | Sales Return | Inventory Inquiry Aids | Inventory Movement Aids |
| Financial Aids | Journal Voucher Aids |
| Purchase Aids | Delivery Receipt Aids | Sales Invoice Aids |
| Maintenance Aids | Customer Aids | Warehouse Aids | Item Master Aids |