There are times when large jobs are completed, but material is left by the customer in your warehouse because it was over-ordered, or the job specifications changed and the material was no longer needed. You can create a negative sales order, or credit return, review the material using the Return Goods Verification tool, and apply the appropriate credit to the customer's account. Then you can move the products into your stock on-hand or return it to the vendor. The system handles the material as other returned products and adjusts inventory, applies general ledger postings, and appends to activity logs.
Note: You must have the DTS.ADJ.INCREASE or DTS.ADJ.DECREASE authorization keys assigned to adjust inventory. We recommend limiting the assignment of the DTS.ADJ.INCREASE authorization key because DTS materia is customer-owned.
When material that has been received cannot be located in the warehouse, you must create an inventory adjustment. Since the material is owned by the customer, any material that is "adjusted out" must be replenished and "adjusted back" into the DTS stock for the customer job.
For handling shipments to the customer job site, see
To create an adjustment for DTS inventory through the DTS Queue:
Display the Direct Through Stock Queue and locate the job that is complete but has leftover stock.
Locate the order on which you need to adjust inventory.
In the Action Qty column, enter the quantity by which you need to adjust it. Use the negative sign to adjust inventory down, such as -2.
From the Order menu, select Create Adjustment.
If there is not enough on hand quantity in the warehouse, the system displays a message indicating you need to fix the quantity accordingly.
You can return goods to normal inventory if the customer finishes a job with excess material that they want to return or the material is in the DTS queue, which means it is in your warehouse, and the customer does not want the material any longer. In addition, if the material was already delivered to the job site and the customer wants to return the material then it is handled as a regular return order. The customer can then be credited for the returned material.
To create a return order leftover DTS stock:
Display the Direct Through Stock Queue and locate the customer/job that is complete but has leftover stock.
In the Action Qty column, enter the amount of inventory that is leftover. This is a positive amount, similar to creating shipments and transfers.
From the Ordersmenu, selectCreate Credit Order.
The system updates the Credited Qty and Avail Qty columns and displays the Return Goods Verification for each line item of material you are returning. The system automatically adds a shipping instruction to indicate this was a Direct Through Stock material return. In addition, the system appends to each line item the location for the DTS material.
Note: The original DTS sales order must be invoiced before you can create the credit from the DTS Queue. The original DTS order populates with the original sales order field in Return Goods Verification.
You can cancel the credit and return the inventory to the DTS location, if the customer changes the decision. Use the
For more information about returning products to vendors, see
See Also: