Description

This article explains the Return Authority workflow. Also known as Credit Note or Stock Returns.

Once a sales order has been invoiced to the Accounting system, it is given a CLOSED status. Any stock that is returned must be processed using the returns workflow.

Quick Receive is not usable for returns, and they must be received manually by entering the numbers received. This is because two batch numbers may have been returned, and many companies will need to specify the batch numbers.

Payments can not be applied or reviewed for QUOTE, RETURN or HISTORIC Sales.

Return Authority will only be available on the Receiving screen if there are inventoried items for that RA.

Detail Steps

New Return Authority

There are two options for returning the stock, via Return Authority (from the original order) or creating a Blind Return (Unlinked to the original order).

  • Locate the original sale order in the sales register

  • Open the order via double Left click

  • select New Return Authority

  • Enter the agreed return quantities against the relevant line items.

  • Select Record Return

  • Once the return is recorded, a new record will be created in the Receiving Register, ready, allowing goods inward to accept the return.

  • Select-control J or right-click from the sales register and select jump to order.

  • This will place you in the receiving register with the selected return order to put away.

  • Receive the Order as per standard purchase order, checking serial numbers, bin locations in addition to your normal returned goods stock checking process (Quarantine and Testing).

  • On recording the receival, a prompt may appear, allowing you to create the Accounting transaction. If so, select OK when required or cancel for creation at a later time (see notes below regarding preference option.)

  • Select-control J to return to the sales” where you need to record the Serial number and see a History of that Product. Please find the steps below:

    Step 1: When you put the stock on the shelf, add it to a location specifically for Service/Repair/Warranty

    Step 2: When sending back to customer invoice back out of that location

Related Information

Returning to Supplier