Returning a Purchase

When a vendor comes in to pick up a part have him sign the Returned Purchase slip. See Printing Return Documents and Printing Labels for more information on printing the Return Purchase slip.

Returning a Purchase

Select the light blue Rejected (Not Returned) line for the part from the Purchases Assistant screen and click Return.

The Purchase Order will open with a quantity of 1 in the Qty Ret column. Verify that this is correct and select a Reason from the drop down menu (these Reasons are set up and managed from File>Setup>Production>Purchase Order Reasons). Note: you can also return the same time as you reject by keying a 1 in both the quantity rejected and quantity returned columns.

Click Save on the Purchase Order screen. The part line will now be red indicating that the part is Returned with No Credit Memo. Link the Parts Return Slip to the red line in Purchases Assistant. See Linking Parts Return Slips for more information

Sample Return Purchase Process

When a driver comes in to pick up a part he locates the Returned Purchase sheet for his vendor from the wall file. These sheets are placed so that the vendor heading is easily visible to the driver.

The driver signs and dates the sheet, gives it to the parts guy, and picks up the part with a matching Returned Purchase sheet attached to it.

Note: Notice how the # of sheets in the wall files matches the # of parts waiting to be picked up.

The parts guy puts the signed Returned Purchases sheet into a “Returned-waiting on a credit memo” inbox and marks the part as “Returned (No Credit Memo)” in the Purchases Assistant. Scan the Parts Return Slip and link it to the line in Purchases Assistant. See the document Linking Parts Return Slips for instructions.