Creating a Vendor Return Request
Big Business 3.0.7 adds support for Vendor Return Requests, including:
• Entering negative Quantities on a Purchase Order
• Tracking open negative quantities
• Forms for printing Return Requests
This Solution describes the new functionality. (5631)
Vendor Return Requests are entered and tracked in the same manner as Purchase Orders, except that the Quantities are negative.
• Accumulate Items to return by saving the return using On Hold status.
• Save the return with a Placed status when complete.
• Automatically create Debit Memos when your return is acknowledged.
• Track open returns with On Hold or Placed statuses.
To Create a Return Request:
1. Create a new Purchase Order for the Vendor.
2. Enter the Item(s) being returned using negative quantities.
3. Enter any Return Authorization (RA/ RMA) in the Vendor Order # field.
4. Click the OK button to save the return.
5. If printing, select one of the Return Request layouts:
Return Request (Plain Paper)
Return Request with Comments (Plain Paper)
Return Request (Preprinted #80625)
Return Request with Comments (Preprinted #80625)
Note that Return Requests are ignored when Item ETAs are updated. Item ETAs will still reflect the next anticipated Arrival date. On Order amounts include Returns.
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