How do I return a unit to a supplier?
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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'.
- Change the "Valuation excluded" flag to'Yes' then click [Done] and [Accept].
- Change the unit "Status" to a suitable 'Returned to Supplier' status.
See also
- How do I configure unit purchase order processing?
- How do I produce a purchase order for a unit?
- How do I create a unit purchase order?
- How do I process a unit purchase order?
- Unit order reports
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