To Create a Return PO, sending Parts back to Vendors, you start just as you would to Create a Purchase Order. We will review the Tabs used there with a few notes about fields that you may wish to fill in differently for a Return PO.
| 1. | General Tab: Where you are not entering actual Return information, you should probably fill fields with information matching the original Purchase Order that the Part(s) came on. You should study all the field values for the PO General Tab, giving special attention to the following. . |
| • | PO Type: You will probably want to create one or more Purchase Order Types to manage Returns to Vendors. |
| • | Branch: The Branch determines the default Warehouse for Stock Return, unless you override it. |
| • | Vendor Invoice: In many cases you will have received a formal Return Approval from the Vendor and should enter the information either here or in Vendor Note. |
| • | Work Order #: Use this control field if all returned Parts are to be removed from a single Work Order. If not true of all Parts, you can enter Work Order # for a single detail on the Parts Tab. |
| • | Company Branch - address for the Company Branch associated with the Ordered By Employee on the General Tab. For Stock Orders, this value supplies the default Stock Warehouse for reversing Inventory updates to Quantity on Hand. |
| • | Link To: Provides Inventory Transfer according to the predefined selection from the Simple Lookup Box. |
| • | Warehouse / WO #: The value here depends on the selection in Link To above. |
| • | Warehouse - for Stock, shows the Warehouse where Quantity in Stock will be reduced by this Return. (See Lookup Combo Box. To add an entry, click the Ellipsis button (…) and select New.) |
| • | Work Order # - Optional - Control (See Purchase Order, Controls.) Very powerful, if used. Links this Part detail to a specific Work Order where the Return will create a reversing transaction to remove the Part(s). |
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