Purchase Return Orders (#purchase-return-order)
The following sections describe how to create purchase return orders in TRASER DMS 365. A purchase return order is used to physically return defective or incorrect goods to the supplier. This always generates a stock movement. This documentation is divided into the following sections:
Creating a Purchase Return Order
Before you can create a purchase return order, there must first be a
purchase order or a posted purchase invoice on which the return order is based.
To create a purchase return order, please proceed as follows:
- Use the quick search (ALT+Q) to find the Purchase Return Orders page.
- To set up a new purchase return order, click on New in the menu bar.
- An empty purchase return order card is displayed.
- In the General FastTab, fill out the following fields:
| Field | Description |
|---|---|
| Vendor Name | Enter the vendor who is returning the goods. |
| Order Type | Enter an order type for the purchase return order. Click here for more information on order types. |
| Vendor Cr. Memo No. | Enter the vendor credit memo number. This number is used for the credit memo you create with this purchase return. |
| Return Reason Code | Enter the reason behind the return. |
| Vendor Authorization No. | Enter the identification number of the compensation agreement. |
- Fill in any additional information in the General FastTab as needed.
- Navigate to the Lines FastTab.
- In the Lines FastTab, fill out the following fields:
| Field | Description |
|---|---|
| Type | Select Item. |
| No. | Enter the item to be returned. |
| Quantity | Enter the quantity of the items that you want to return. |
| Location Code | Enter the code of the location where the item will be stored after it has been received. |
| Return Reason Code | Provide the reason for the return order once more. |
| Return Qty. to Ship | Specify the quantity of items that are to be returned. This column must be completed in order to post the shipment later. |
- Add any additional information in the relevant lines as needed. As an alternative to entering the information manually, you can also use the function Get Posted Document Lines to Reverse from the menu bar of the purchase return. This function allows you to import one or more document lines from different posted documents. This helps you undo the unit costs by using the original documents.
- Navigate to the Invoice Details FastTab and add any further invoice details as required.
- Navigate to the Shipping and Payment FastTab and add any further shipping or payment details as required. You can also specify, among other things, a shipping agent and shipping agent service for the shipment in this FastTab. You’ll find more information on this here.
- To complete the purchase return order, click on **Start > Post or Post and Print in the menu bar.
- In the dialog window, select whether you want to ship the purchase return order or whether you want to ship and invoice the purchase return order.
You have successfully created a purchase return order.
Note
You can also create purchase return order directly via the vendor card. To create a purchase return order via the vendor card, click on Actions > New Document > Purchase Return Orderin the menu bar of an open vendor card.