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Settings

Entering a Material Return

This topic explains how to complete a material return. You may need to do this when reporting activity for a work order task.

To Enter a Material Return

1.
From a warehouse, right-click the material that you want to return and select Return Item
Tip: You can also click New Return from the Resources Used tab, Materials tab on an activity report.
The Report Material Return dialog appears. For example:
2.
In the Material returned area, complete the following information:
Setting Name
Description
Resource
The resource involved in the transaction. For example, it could be the inventory item being issued, an employee's trade on a timecard, or a supplier item being received.
Inventory group
The warehouse inventory group the material will be returned to. To return material to a regular inventory item, select the appropriate regular warehouse inventory group. To return material for a consignment item, select the supplier’s warehouse inventory group.
Unit
For serialized resources, the specific unit. If you know the unit number, you can enter it here or select it from the list.
3.
In the Details area, complete the following information:
Setting Name
Description
Quantity
The quantity being returned. This amount is added to the on-hand quantity for the warehouse. For a serialized resource, the quantity is set to 1 and cannot be changed.
New status
The new status for a returned serialized unit.
Returned by
The person returning the material to stores.
Returned to
The person receiving the material.
Returned on
The date and time the material or tools were returned.
Return reason
The reason that the material was returned for inventory return transactions. Typically, material is returned because it is not needed to complete the job.
4.
In the Credit area, complete the following information:
Setting Name
Description
Cost type
The cost type to credit. The cost type is used to summarize resource costs on a work order and for the asset charged. The system selects a default cost; however, if necessary, the cost type can be overridden.
Credit to
You can credit the costs of the material returned to a work order, an asset, or directly to an account. If you select a work order, you can credit the costs to an individual task on the work order.
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If crediting to a Work order, click Browse. Select the work order in the selector dialog and click OK. You can select a task on the work order using the Task list.
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If crediting to an Asset, click Browse. Select the asset in the selector dialog and click OK.
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If crediting to an Account, click Browse. Select the account in the selector dialog and click OK. You might be able to override the selected GL account. To change the GL account, select Override the account. Click Browse, select the appropriate account, and then click OK.
5.
When you are finished, click OK.