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Quantum VS Help: Purchasing |
When goods ordered from suppliers are not required, you will need to create a Supplier Return Note to return (a) the goods themselves, or (b) the value of the goods, to the supplier.
Note: For an overview of the 'supplier return' procedure see Working With Supplier Returns. To review the full purchasing procedure see the Purchasing Overview.
There are two ways of creating a new Supplier Return Note. You can:
Create a new blank Supplier Return Note. Or:
Duplicate an existing Purchase Order or Supplier Return Note to create a new Supplier Return Note.
To create a new blank Supplier Return Note use one of the following methods:
To create a new Supplier Return Note by duplicating an existing Purchase Order or Supplier Return Note do the following:
A blank Supplier Return Note opens in a new tab - New Supplier Return Note - on your desktop:
The main section now visible is the Header area, in which you will need to enter the Supplier and other details. See Entering Supplier Return Note Header Details.
Once you have entered Header details the Product Lines section is enabled, where you may enter the products you wish to return (or return the value of). See Entering Supplier Return Note Product Details.
Note: The Properties section - to the right - displays additional details relating to the Document (i.e. Supplier Return Note), Supplier and Product.
Within the Supplier Return Note are a series of tabs. The main tab - Supplier Return - is active by default. Here you will add the Header and Line details.
Clicking the Documentation tab enables you to edit/enter text and instructions for this supplier return. See Entering Supplier Return Documentation Details.
You must now:
Enter Supplier Return Note header details - to define the supplier and other important details;
Add line details - to specify the products you wish to return - or return the value of; with the option of editing the batch details of any goods which are 'batch traceable';
Enter/edit Documentation details as appropriate - to add text and instructions to the Supplier Return Note; then
Complete and print the Supplier Return Note and issue it - plus the goods, if required - to the supplier.
When the supplier has confirmed receipt of the goods, you will need to retrieve the SRN and Confirm the Supplier Return Note lines.
