How To Create Purchase Order Return?
Users occasionally find themselves in a situation where they want to undo a transaction after having incorrectly created Purchase Receipts. So, in this case, the user must use Sage X3’s Purchase Return capability to avoid such instances
Following are the steps to guide you.
Purchase Return
Go to Purchasing > Returns > Purchase Returns.
Select the particular supplier & the required Purchase Receipt transaction from the left drop-down list
Once the receipt is selected all the required values are fetched from the selected Purchase Receipts at the Product line level
On the product line level, enter the return reason, and then on the Reinstatement column select Yes Same Line.
1) 'Yes, same line' : the return quantity will be transferred to the order line that generated the stock receipt. The purchase order will then pass to the partially delivered status and will be re-submitted for picking to initialize a stock receipt line (to the level of the quantity previously returned).
- ‘No’: the return quantity will not be re-submitted to order,
- ‘Yes, other line’: The return quantity will be transferred to the order that generated the stock receipt. An additional line will then be created in the order,
- ‘Yes, other order’: A new purchase order will be automatically generated on validation of the return to the level of the quantity of the elements returned to the supplier.
Credit memo field on the line – indicates if a credit for the goods is needed.
One the relevant information is updated, then Create the transaction.
After creating the transaction, click on Validate on the right top panel.
Navigate to Purchase Receipt transaction.
Purchasing -> Receipts -> Receipt
Select the particular supplier & click on the Order selection on the left panel, Purchase Order which was tagged earlier in the wrong Purchase Receipt will be displayed again for selection. Now we can select it & create the proper Purchase Receipt transaction as required.
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