Creating a Vendor Return Request


Big Business 3.0.7 adds support for Vendor Return Requests, including:

• Entering negative Quantities on a Purchase Order
• Tracking open negative quantities
• Forms for printing Return Requests

This Solution describes the new functionality. (5631)




Enter a negative quantity to create a Return Request...



Vendor Return Requests are entered and tracked in the same manner as Purchase Orders, except that the Quantities are negative.

• Accumulate Items to return by saving the return using On Hold status.
• Save the return with a Placed status when complete.
• Automatically create Debit Memos when your return is acknowledged.
• Track open returns with On Hold or Placed statuses.

To Create a Return Request:

1. Create a new Purchase Order for the Vendor.
2. Enter the Item(s) being returned using negative quantities.
3. Enter any Return Authorization (RA/ RMA) in the Vendor Order # field.
4. Click the OK button to save the return.
5. If printing, select one of the Return Request layouts:
Return Request (Plain Paper)
Return Request with Comments (Plain Paper)
Return Request (Preprinted #80625)
Return Request with Comments (Preprinted #80625)


Note that Return Requests are ignored when Item ETAs are updated. Item ETAs will still reflect the next anticipated Arrival date. On Order amounts include Returns.



Related:

Next: Batch Delete of Purchase Orders

  Chapter 4 Vendor

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