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Quantum VS Help: Purchasing |
If there is a problem with any goods ordered from a supplier - for example, they are damaged, incorrect, were oversupplied or never actually received - you may wish to:
return goods to the supplier in return for money back;
or: request back all or part of the value of the goods without returning them.
This is done using a Supplier Return Note (SRN).
The procedure for working with Supplier Returns is as follows:
1. Create a New Supplier Return Note. You may either:
Create a new blank Supplier Return Note. Or:
Duplicate an existing Purchase Order or Supplier Return Note to create a new Supplier Return Note.
See Creating A New Supplier Return Note.
2. Enter Header Details. In the header section of the Supplier Return Note you must enter/select the Supplier and other important details. You will need to use the 'Type' radio buttons to select one of the following:
Stock (the default option): If you are returning stock and requesting money back. Or:
Value Only: If you are not returning stock and are recouping some or all of the value of the stock only.
See Entering Supplier Return Note Header Details.
3. Enter Line Details. Your next step is to specify the items you wish to return, or recoup the value of. For 'Stock' type returns you may enter Product Lines, Text Lines, Manual Lines and Special Lines. For 'Value Only' returns you may enter Text Lines and Manual Lines only. See Entering Supplier Return Note Product Details.
If any Product lines entered are 'batch traceable' you may view - and if necessary edit - the allocation of Batch/Bin/Serial-numbered goods on the Supplier Return Note. See Editing Supplier Return Note Batch Allocations.
4. Review Documentation Details. If necessary you may edit/enter text and instructions on the Supplier Return Note for the selected supplier. See Entering Supplier Return Note Documentation Details.
5. Complete And Print The Supplier Return Note. This marks the Supplier Return Note as 'complete'. At this point you may issue the Supplier Return Note - along - with any stock you are returning - to the supplier. The Supplier Return Note is automatically 'printed' on Completion (i.e. printed as a hard copy to give/post to the supplier; emailed or faxed to the supplier; and/or saved to disk, depending on your system settings). See Completing And Printing Supplier Return Notes.
6. Confirm Supplier Return Note Lines. When the supplier has confirmed receipt of the Supplier Return Note - and any returned stock - you will need to Confirm the lines on the SRN, which confirms that the supplier has received the stated quantity of each returned line.
7. Purchase Invoice Registration: Once the supplier has received the Supplier Return Note - and goods, if returned - they will issue you with a Credit Note. The supplier return procedure is over when the supplier has received all of the items and you have matched these against the received Credit Note using Purchase Invoice Registration. When this happens, the SRN will change from Confirmed to Paid status.
Note: To review the full purchasing procedure see the Purchasing Overview.