9.2 Initiating a Return
Purpose: Use this document as a reference for initiating a return to a supplier or vendor in ctcLink.
Audience: Purchasing Staff.
You must have at least one of these local college managed security roles:
- ZZ RTV Entry
You must also set these User Preference Definitions:
If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.
Initiating a Return
Navigation: NavBar > Navigator > Purchasing > Return To Vendor / Supplier > Add/Update RTV
- The Return to Vendor/Supplies search page displays. Enter existing data, or select the Add a New Value tab on the Return To Vendor / Supplier page to add a new value.
- If it didn’t default, enter or select the business unit in the Business Unit field.
- In the Return To Vendor (Supplier) ID field - leave the default value of NEXT (unless your business practice directs otherwise).
- Select the Add button.
- The Maintain Return to Vendor / Supplier page displays. Select the Select PO link.
- The Select Purchase Order pagelet displays. Enter or select the PO number in the ID field, then select the Search button.
Note: If you do not know the PO number, you can enter the Supplier, or other search criteria to assist in a search to help you locate the PO number.
- Select the PO you are returning against, then select OK.
- The Select Purchase Order pagelet disappears. Complete the RTV Lines:
- Use the Action drop-down button to select an action for the returned merchandise. The selection determines the other options on this page. Choose from the following values:
- Credit (return for credit): The goods are to be returned to the supplier, and no replacement of these returned goods is requisitioned.
- Exchange (return for exchange): You are returning the item, and you want a different item to be sent to you. This option triggers a Workflow event to a buyer.
- Replace (*return for replacement): The returned materials will be received against the original purchase order again, after the supplier ships replacement goods for the returned items.
- Use the Disposition drop-down button to select the appropriate disposition for the return.
- Enter or select a return reason in the Reason field.
- If appropriate, enter an RMA number in the RMA Number field.
- If appropriate, enter the RMA line number in the RMA Line field.
- If applicable, enter the return quantity in the Return Qty field.
- If applicable, enter the ship quantity in the Ship Qty field.
- If applicable, enter or select the ship date in the Ship Date field.
- Use the Action drop-down button to select an action for the returned merchandise. The selection determines the other options on this page. Choose from the following values:
- Select Save.
- The Return to Vendor/Supplier page updates. The RTV ID field now has the RTV ID number assignment.
- Process complete.
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