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RTVs

Use Purchasing > RTVs to record a return to vendor (RTV). Shipping the RTV removes its quantities from the selected stock locations.

Create a return​

  1. Open Purchasing > RTVs.
  2. Select New RTV.
  3. In Source, select a Purchase order or Goods receipt, if applicable.
  4. Select Vendor for a return without a source document.
  5. Do a check of the return lines.
  6. Enter Qty for each item to return.
  7. Select Source location for each stock item.
  8. Enter Condition / damage, if necessary.
  9. Use Add line for additional items.
  10. Enter return details and notes, if necessary.
  11. Select Save draft.

You can also select Create RTV from a purchase order or completed goods receipt. The source supplies the vendor and linked return lines. The vendor cannot be changed while the return uses a source document.

Each return line must have an item and a quantity greater than zero. Do a check of UOM before you save.

Open and ship the return​

  1. Open the saved RTV.
  2. Do a check of the items, quantities, and source locations.
  3. Select Open RTV.

The return changes from DRAFT to OPEN. Opening the RTV does not remove stock.

Before shipment, make sure that each source location has enough stock for the return. Ship RTV removes the return quantities from those locations.

  1. Open the OPEN return.
  2. Select Ship RTV when the goods leave.
  3. Make sure that the return shows SHIPPED.

If the application reports insufficient stock, do a check of the source location and quantity. If the return has incorrect fields, cancel it and create a corrected draft. If the fields are correct, resolve the stock difference before shipment.

When the return is complete, select Close RTV. The return changes from SHIPPED to CLOSED.

Find and correct a return​

Use Search RTVs and Filter by RTV status to find the return. Open the record to see the linked purchase order or receipt.

Only draft returns can be changed. Select Save draft to save those changes. Use Cancel RTV to cancel a draft or open return that you no longer need.

A shipped return cannot be cancelled or changed in this form. Do a check of the quantities and locations before shipment.

Record the vendor's credit​

The stock return and vendor credit are separate documents. Shipping an RTV does not reduce a vendor bill's outstanding balance.

Use Create vendor credit from an eligible return to start the credit document. Do a check of the copied quantities and costs before posting it.