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Returning Materials to a Supplier

If you need to return purchased materials to a supplier, you will need to record the return by creating a receipt transaction with a negative amount representing the items being returned. If you are using invoicing, you can create a credit memo based on the return receipt.

This topic explains how to create a return receipt for a purchase order line.

To Create a Return Receipt

1.	From the site’s Purchasing view, select the Transactions tab, and then the Receipts tab.

2.	From the New list, select Purchase Receipt.

3.	Select the Purchase order and Line number for the items being returned.

4.	In the Received box, enter the quantity being returned as a negative number.

5.	In the Received by box select the name of the employee that returned the items.

6.	Enter the date and time that the items were returned.

7.	If appropriate, enter the Packing slip number.

8.	On the Details tab, you may enter a comment about the return.

9.	When you are finished, click OK. The system creates and posts a purchase receipt with a negative quantity and value.

10.	If you are using invoicing, you may now want to create a credit memo for the returned items. Please see Entering a Credit Memo.