How to: Create Purchase Return Orders

If you have agreed with your vendor to return a purchased item that you are dissatisfied with, create a purchase return order to record the return.

The following procedure describes how to create the return order, beginning at the point where you have received the item.

To create a purchase return order

  1. In the Search box, enter Purchase Return Orders, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Leave the No. field to automatically insert the next number from the default number series. Alternatively, choose the field to select from an alternative series.

  4. In the Buy-from Vendor No. field, enter the number of the vendor that you originally bought the item from.

    The General FastTab and all other FastTabs are now filled with master data from the vendor card.

  5. Fill in the Vendor Authorization No. field if you have received a return materials authorization (RMA) number from your vendor.

  6. Fill in the lines manually, or use one of the following functions to copy information from other documents.

    Function Description

    Get Posted Document Lines to Reverse

    Copies lines of one or more posted documents to be reversed.

    Copy Document

    Copies both the header and lines of one posted or open document to be reversed.

    Requires that the Exact Cost Reversing Mandatory check box is selected in the Purchases & Payables Setup window.

    When you post the purchase return order, a link is created through the Appl.-to Item Entry field to the original item ledger entry to ensure that the costs are copied from the original posted purchase order.

  7. Choose the Return Reason Code field to select a relevant code to describe the reason why you are returning the item.

See Also

Tasks

How to: Create and Post Purchase Allowances
How to: Create Replacement Purchase Orders

Concepts

About Returns Management

Other Resources

Appl.-to Item Entry
How to: Assign Exact Cost Reversing in Purchases
Creating a Corrective Purchase Invoice