Creating Return Purchase Orders

Return purchase orders are created as a new generation of the original purchase order.

Use the Returned Goods Queue to create return purchase orders. The records of returned products are reviewed in the Returned Goods Queue.

Note: The system checks the product file when printing. If any hazardous material is listed on the order, a HAZMAT sheet prints with the order.

To create a return purchase order:

Display the Returned Goods Queue.
Move the cursor to the items for which you want to return.
In the Return-To field, enter the vendor to whom you are returning the ordered items.
Place the cursor on line item and use one of the following hot keys:

Hot Key

Description

Create Mult

Creates a new purchase order for the vendor in the Return To column. Lets you combine multiple returned products on the same PO for each vendor.

Alt+C prompts you to combine all products going to that vendor on a single PO.
Alt+M prompts you to combine all items going to each vendor. Creates a separate PO for each vendor.

Add To

Select an open purchase order on which to put the return item.

Use the Ship Dates hot key and select new.

The system populates the Reqr'd Date field with the current date. Press F10 to change it.

In the Enter New Recv Date field, enter the current date.
In the Enter New Status field, type O and press Esc to create the new generation.
The system displays a blank purchase order.
In the Qty and Description fields, enter the negative product quantity and product. Press Esc to commit the changes and display the new purchase order.

Note: If there is more than one price matrix associated with the product, the Vendor Matrix Cell Selection screen displays. Place the cursor on the matrix cell you want to use and use the Use Cell Matrix hot key to make the selection. For more information, see Creating Individual Matrix Cells.

Use the Comment hot key and enter a comment or the vendor's return goods authorization code.
Press Esc to display to the Status screen.
Press Esc to save the changes and exit the screen.

Specifying a Branch for Returned Items

You can specify the branches that received the products when they are returned to inventory.

To specify a branch for returned items:

Display the Returned Goods Queue.
Move the cursor to the items for which you want to specify a return branch.
Use the Return to Br hot key.
Enter the branch number and press Enter. The branch number displays in the Return To field.
Press Enter to commit the returned item to that branch number.
Press Esc to return to a blank Returned Good Queue screen.
Press Esc to return to the main menu.