Using wizard on vendor returns
- Select Manage Receiving > Vendor Returns.
- Click Create From Purchase Order.
-
On the Vendor Return
tab, specify this information:
- Company
- Select a company number.
- Return From Location
- Select a location to add to the returns.
- Create From Purchase Order
- Select a purchase order to create the vendor return.
- Process Level
- If a debit memo is created, then select a process level.
- 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 must 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.
- Click Next.
-
On the Purchase Order
Lines tab, select a purchase order line to return.
To search for a specific order line, click Search.
- Click Next.
- Click Authorize to indicate that the vendor has authorized the return.
- Click Actions > Ship to indicate that the items have already shipped.