Tying a PO RM to a sales order return line

You can tie a customer return to a purchase order return to the vendor. You must have a valid vendor return reason set up in SA Table Code Value Setup to successfully complete this task.

  1. Select Purchase > Entry > Purchase Order.
  2. In Initiate, specify a vendor number and ship to warehouse.
  3. In the Purchase Order Type field, select Return Merchandise.
  4. Complete the remaining fields, and click Next.
  5. In Return Adjust Reason, select an appropriate reason.
  6. In Invoice #, specify the invoice number to apply a credit to a specific invoice in accounts payable [Vendor] for this RM purchase order. To create a miscellaneous credit, ensure this field is blank.
  7. Click Submit.
  8. In Select Products, click Advanced Line Entry.
  9. Specify the product being returned, and verify or modify the Quantity, Line Type, Unit, and Price.
    The price field reflects your cost, because you are dealing with a vendor return. If you leave the field blank, either the last cost or replacement cost is displayed, based on your settings in SA Administrator Options-Documents-Purchase Order-Entry Defaults. The options are either Use Last Cost During Entry or Use Replacement Cost During Entry. Discrepancies between the cost and the actual cost can be resolved during PO costing.
  10. Specify the Unavailable Reason.

    All returned merchandise is taken from the unavailable quantity. If the return merchandise purchase order quantity is greater than the quantity unavailable, the difference is taken from on-hand and moved to unavailable. The unavailable quantity does not change until the purchase order is received.

  11. In the Extended view, specify dates, if appropriate.
  12. Access the Ties tab.
  13. Click New.
  14. In Type, specify Order.
  15. In Tied Order #, specify the sales order number.
  16. In Tied Line #, specify the line number.
  17. Click OK.
  18. Click Update.
  19. Click Review & Totals to open the this view, or Finish to complete the return.
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