Use the Suggested Return P/O process to determine which products in your overstock inventory you can return to your vendor for credit. If you use the Vendor Scorecard and have built a Vendor Scorecard file, the system uses the same overstock days used to build that file to determine which products are considered overstock. If you have not run a Vendor Scorecard build, the default overstock days is 90.
The Suggested Return P/Os process populates the Suggested Return P/O Queue with each buy line that contains products that are considered overstock. You can also create a report and e-mail, fax, print, or send it to your Hold file that provides the contents of the queue.
The overstock quantity takes into consideration products that have future committed sales. For example, if you have 10 of a product to return, but 4 are on an open sales order that will ship on a future date, only 6 of the product are shown as overstock.
To suggest return P/Os from your overstock products:
From the Purchase > Reports menu, select Suggested Return P/O to display the Suggested Return Purchase Order window.
In the Buy Line field, one or more buy lines to suggest returns for overstock products in a single buy line. Leave the field blank to suggest returns for overstock products in all your buy lines.
Note: If you use the Vendor Scorecard and have built a Vendor Scorecard file, the system uses the overstock days used to build that file to determine which products are considered overstock. If you have not run a Vendor Scorecard build, the default overstock days is 90.
In the Purchasing Branch field, enter the purchasing branch or territory for which to suggest returns. Only branches that purchase products generate return purchase orders.
For central purchasing branches, enter the branch number for an authorized purchasing branch as set in Procurement Group Maintenance.
In the Return Product Calculation area, select Days Supply or Surplus Point.
If you select Days Demand, use the Number of Days field to enter how many days you want to use for the calculation.
To populate the Suggested Return P/O Queue without generating a report, select File > Begin.
If you create a report, it contains additional information about each product suggested for return. You can also generate this report from the Suggested Return P/O Queue using the File > View Report or File > Print Report options.
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