Performing vendor returns

  1. Select Vendor Returns.
  2. Click Create.
  3. On the Main tab, complete the fields.
  4. On the Authorize tab, specify this information:
    Vendor Claim Type
    Select a vendor claim type.
    Replace Goods
    Select Yes if replacement goods are requested when the ordered goods are unavailable.
    Replacement Date
    Select the date a replacement shipment is required to be received. This date is used for the early delivery date on the replacement purchase order.
    Ship Or Hold Goods
    Select whether the return goods must be shipped to the vendor.
    Process Level
    Select the process level to be used if a debit memo is created.
    Vendor Return To
    Select the address of the vendor location the goods are returned if it is different than the main vendor address.
    Return Material Authorization Number
    Specify the number of the return material authorization.
  5. In the Freight Credit section, specify this information:
    Amount
    Specify the amount for the original freight credit and return to vendor freight credit.
    Account
    Specify the account information for the original freight credit and return to vendor freight credit.
  6. In the Handling Charge section, specify this information:
    Handling Amount
    Specify the handling amount.
    Handling Account
    Specify the handling account information.
  7. In the Replace Freight Charge section, specify this information:
    Amount
    Specify the amount for the replace freight charge.
    Add-On Cost Code
    Select the identifier for the add-on cost that is associated with the line item. The add-on cost code is carried on the replacement purchase order that is created from the return. It is carried as a miscellaneous add on cost.
  8. On the Ship To tab, specify this information:
    Dropship
    Select this check box if the return is dropshipped and the receiving process is not required.
  9. Click Save.
    The Comments, Lines, and Shipment tabs are now available.