Catalog items can be configured to allow returns. A user would go to Material Management – Catalog to set the attribute for the item to be returnable.
Once this item is in Inventory and this attribute is enabled it will allow this item to be returned if necessary after being issued. This Ad-hoc transaction is allowed only for store room type stocking locations.
To return an item
- At the far left of the home screen, click the Company tab to display the company navigation tree.
- In the Company Tree, click the company this item will be associated with. The item will be visible to users of this company and all organizations above this location, but will not be visible to users assigned below this location.
- Click the Material Management drop-down.
- Click the Inventory option in the drop-down. The Material Management > Inventory window will open and display all items assigned to the selected company.
- In the Transactions box on the ribbon bar, click Return. The Material Management > Inventory > Adhoc Return window will open.
6. Use the Stocking Location drop-down to select a location to where the item shall return.
7. Click Issue drop-down to select the user to whom the item will be returned.
8. If custom fields or reference codes have been defined on your account, click the Custom fields or Referenced Codes arrows to reveal and allow for the entry of information in to the fields.
9. Note field is a free text field used to enter any relevant information about the issue
transaction.
10. Click the Search field drop-down to display a list of items, and then click the item to
be returned.
Note: Only items that have been setup to allow returns will be shown.
11. Click Add Item to add the selected item to the list below the Search field.
12. The item information is displayed, including the quantity on hand.
13. Type the quantity to be returned in the Return Quantity Click the Bins icon to display
a list of bins containing the selected item. If no specific bin is selected and there are
multiple bins that contain that inventory item, the system will return the items to the bin
with the lowest bin value.
14. Repeat steps 10 through 13 to return multiple items. Also click the red ‘X’ to the right of the
inventory line to remove an item.
15. Click the Bins icon to display a list of bins containing the selected item.
16. Click Save to return the item.