How do I return a unit to a supplier?

Summary

This article explains how to create a returns order when sending a unit back to a supplier and refers to the Unit Purchase Ordering system.

Please ensure you are on Platinum version 5th July 2021 or later.

This article explains how to check your version: How do I check when I last had a Platinum update?

This article explains how to update your Platinum system: Downloading a Platinum update

Please see How do I configure unit purchase order processing? to ensure your system is correctly configured.

More Information

Follow the steps in this article to create a manual order.

• When entering the unit details specify the "stock number" being returned and enter the nett purchase "Price" for the unit as a negative value.

• Process the order by tagging the item and clicking [receive]. This has the effect of posting a Credit value to your Unit Stock Value nominal centre and a Debit value to your Unit Accruals nominal centre. This also updates the unit record to show a negative cost price.

• Allocate the supplier credit note to the order item.

• Once you have received the credit note you should amend the unit record:
  • Change the unit "Status" to a suitable 'Returned to Supplier' status.
    • If you do not have a status then create one by pressing <Shift+F10> on the status field and entering a code and description but ensure the "In Stock" setting is set to 'No'.
  • On the [Purchase] tab set the unit cost price to zero and clear the "VAT" and "Total Cost" fields.
  • Change the "Valuation excluded" flag to'Yes' then click [Done] and [Accept].

Amending the unit price and changing the status to a no-stock status will result in a final posting to Debit your Unit Stock Value Nominal centre and Credit your Unit Accruals Nominal centre.