New Return/Adjust

Step 1 : Select a receiving invoice

The purpose of this function is to create a return back to Vendor, and at the same time, create a credit (in the form of a negative invoice) to offset the payment to the Vendor’s Invoice. You will see a table of orders received. To begin click on the return/adjustment button under create.

Step 2: Select the return item

You will see the receiving and must now do a couple of things: Return/Adj – Enter the Qty you want to return. Total Wt – Enter the total weight that is being returned. Now you can click save. After checking if the information is correct, click post to process the return. Now, you will have the option to send To AP. Clicking this button will create a negative vendor invoice (credit) in the AP. You are now ready to make vendor returns and adjustments!