How to Enter a Supplier Return

Purchasing > Supplier Return Entry

Header tab

1.   If tied to a PO, enter the PO number in. The information from the PO should default in.

2.   Enter/Confirm the supplier you are looking for credit from

3.   The customer should default to the branch you are in

4.   Enter/Confirm the Purchase Type

5.   Enter/Confirm additional information like buyer, expected ship date, etc.

Detail tab

1.   Enter the item

2.   Enter the quantity

3.   Confirm the cost is correct

4.   Put in Reason Code (if using)

5.   Confirm if it affects inventory or not

6.   Save when finished

After you have entered all your items, save the order. To add an Order Cost, click the Set SR Costs icon, enter the cost type and the total cost to add. Click Save when finished, then Close.

Check the Display Order Totals. Confirm the total cost of the material to return (or getting credit for).

Print the Supplier Return if need be.

To complete, click Complete Supplier Return. *You CANNOT uncomplete a SR once it is completed. Click Yes to complete the Supplier Return.