Returning tallies to vendors

Use a Return Merchandise (RM) purchase order when you receive damaged or defective goods from your vendors. This enables you to update the inventory records and vendor account balance.

Sometimes an entire shipment may be damaged or defective due to a crate being dropped or a defective part being used. To return all, or the majority, of the items on a purchase order, you can copy the original purchase order to an RM order. Make changes as needed.

These instructions assume you are copying the original purchase order. To create a new purchase order, use the steps for creating a new purchase order steps and select Return Merchandise in Purchase Order Type.

  1. Select Purchase > Entry > Purchase Order.
  2. Click Copy.
  3. In Purchase Order #, specify the number of the purchase order you want to copy.
  4. Click Continue.
  5. In the New Purchase Order Information section, in Convert To, select Return Merchandise.
  6. In Return Reason, select an appropriate reason.
  7. Optionally, you can select options to copy notes or comments, or reprice.
  8. Click Submit. This message is displayed: Copy completed successfully. New Purchase Order # <00000000>.
  9. The copy process is complete.
  10. Make note of the purchase order number in the message.
  11. Click Maintain to return to the Purchase Order Entry page.
  12. Specify the copied purchase order number.
  13. Click Next.
  14. In the Select Products view, click Advanced Line Entry.
  15. Verify the tally product, quantity, unit, price, and discount. If the quantity you entered on the line is not equal to the linear measurement of the stored component mix, access the tallies, modify, and save.
  16. Click Add.
  17. Select the Review Taxes & Totals view, or click Finish to complete the return.