Processing requisition returns

For various reasons, you might need to return inventory items you have requested to expense. When this happens, you need to inform the Requisitions application that you are returning the items. This procedure outlines the requisition returns process.

Process requisition returns

Access Requisition Returns (RQ35.1).
Select the requisition with items being returned. Consider this field:
Specify this information:

Return Date

Specify the date of the return. If this field is left blank, the Requisitions application will use today's date.
Display the requisition line items by using the Inquire form action.
To create a new requisition to replace the returned items, select Yes in the New Req field. A new requisition is created when the return is released.
Specify the return information for items that are not tracked by serial number, lot, or bin.
1. For the item you are returning, select the Add line action and specify the return quantity.
2. Repeat step 4 until all return entries are completed.
If you are returning serial number tracked items, specify the return information.
1. Specify the return quantity.
  
  If the return quantity is fewer than the Delivered Quantity displayed on the Line Detail tab, Requisition Returns transfers to Serial Feedback (RQ39.1).
2. Specify the serial number information.
3. If the item is also tracked by bin, use specify bin information.
4. Close Serial Feedback (RQ39.1).
If you are returning lot tracked items, specify return information.
1. Specify the return quantity.
  
  If the return quantity is fewer than the Delivered Quantity displayed on the Line Detail tab, Requisition Returns (RQ35.1) transfers to Lot Feedback (RQ39.2).
2. Specify the lot information.
3. To change the unit of measure (UOM), select any valid UOM in the UOM field.
  
  The line must be in balance before you can leave this form. The line is in balance when the detail lines total quantity (converted to the stock UOM) equals the quantity being kept (converted to the stock UOM) plus the returned quantity (converted to the stock UOM).
4. When the line is in balance, redisplay Requisition Returns (RQ35.1).
  
  Requisition Returns (RQ35.1) displays an asterisk (*) next to the UOM field to specify multiple UOM detail changes.
If you are returning bin tracked items, specify return information.
1. Specify the return quantity.
  
  If the return quantity is fewer than the Delivered Quantity displayed on the Line Detail tab, Requisition Returns (RQ35.1) transfers to Bin, UOM Feedback (RQ39.3).
2. Specify the bin code information in the Bin field.
3. To change the unit of measure (UOM), select any valid UOM in the UOM field.
  
  The line must be in balance before you can leave this form. The line is in balance when the detail lines total quantity (converted to the stock UOM) equals the quantity being kept (converted to the stock UOM) plus the returned quantity (converted to the stock UOM).
4. When the line is in balance, redisplay Requisition Returns (RQ35.1).
  
  Requisition Returns (RQ35.1) displays an asterisk (*) next to the UOM field to specify multiple UOM detail changes.
Select the Change form action.
After all return entries are complete, release the return using the Release form action.
When the return is released, this happens:
- Stock-on-hand is increased at the inventory location that fulfilled the requisition.
- Bin, lot, and serial number quantities are increased at the inventory location that fulfilled the requisition.
- The requesting location expense account is credited.
- The inventory location General Ledger category is debited.
- The usage history for the requesting location is reduced.