Add a return purchase order

You can record the faulty items that you return to a vendor in Made2Manage by creating a return purchase order.

To add a return purchase order

1. Open the Purchase Orders (PO) page.

   • Select Production Management > Production Transactions > Purchasing > Purchase Orders.

     Or

   • Search for PO or Purchase Orders in the Navigation box and then select Purchase Orders.

     The Purchase Orders (PO) page appears.

2. Add the return Purchase Order:

   1. On the Toolbar, click New.

      The Creating New Purchase Orders window appears.

   2. Click Customer Return Items or Vendor Return Items and then click Accept.

      Click Cancel to exit from the Creating New Purchase Order window.

   3. Click the Customer Number or Vendor Number lookup reference button.

      The Lookup For Customer/Vendor Number window appears.

   4. Highlight a row and click Select. Or, double-click the vendor for the purchase order.

3. On the Toolbar, click Save.

4. Specify the receiving information:

   1. Click the Return Items tab.

   2. On the grid Toolbar, click New.

   3. Click the Receiver lookup reference button and in the Lookup For Receiver window, double-click the receiver for the items.

      When you move out of the field, the system automatically populates the Part number and Quantity Returned fields. The Quantity Returned field can be modified.

      When you add a return item, the Order Items tab are unavailable. This is functioning as designed. If you want to re-order any items being returned, put them on a completely separate PO.

5. Specify the information about the part:

   1. In the RMA Number field, type the Return Material Authorization (RMA) number.

   2. Click the Inspection Code lookup reference button and in the Lookup For Inspection Code window, double-click the required inspection code.

      In the Quantity Returned field, type the quantity of items to return.

6. On the Toolbar, click Save to save the return purchase information.

7. Change the purchase order status to OPEN:

   1. Click the Status button and select Open.

      The Purchase Orders Change Status window appears.

   2. In the Remarks area, type an appropriate comment, and click OK.

      Click Cancel to exit from the Purchase Orders Change Status window.

      To add a shipper for the items you return, see Add a shipper for items you return.

      To add a debit memo from a single shipper, see Add a debit memo from a single shipper.

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