Returning products to the vendor

You can also create a purchase order return (PO RM) in Purchase Order Entry in Distribution SX.e.

  1. In Storeroom, select Receipts > Purchase Order Returns.
  2. Search for the purchase order containing the product to return, and then click the drill down icon to open it.
    Note: When you use the Begin Order Date and Begin Receipt Date filters, the results that are displayed are from the specified date to the current date.
  3. Specify a return reason and an unavailable reason.
  4. On the line for the product to return, specify the quantity to return in the Returned Qty field.

    Alternately, you can select the line and then use these buttons to specify the quantity:

    • Set Returned Qty to Received Qty
    • Set Returned Qty to Zero
  5. Click Submit, and take note of the PO RM # that is displayed.
  6. If the product is a BOR product, then invoice the OE RM if it was not invoiced automatically.
  7. If the product was assigned a lot number or a serial number at receiving, then select Inventory Movement > Move to Unavailable to move the product into unavailable inventory.

    Specify the same unavailable reason that you used when you created the PO RM.

    If the product is a BOR product, then select Distributor as the inventory type.

    See Moving product into unavailable inventory.