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

  1. 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.
    1. If it didn’t default, enter or select the business unit in the Business Unit field.
    2. In the Return To Vendor (Supplier) ID field - leave the default value of NEXT (unless your business practice directs otherwise).
    3. Select the Add button.
Return to Vendor Supplier Add a New Value tab
  1. The Maintain Return to Vendor / Supplier page displays.   Select the Select PO link.
Maintain Return to Vendor Supplier page
  1. 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 Purchase Order pagelet
  1. Select the PO you are returning against, then select OK.
Select Purchase Order pagelet
  1. The Select Purchase Order pagelet disappears.  Complete the RTV Lines:
    1. 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.
    2. Use the Disposition drop-down button to select the appropriate disposition for the return.
    3. Enter or select a return reason in the Reason field.
    4. If appropriate, enter an RMA number in the RMA Number field.
    5. If appropriate, enter the RMA line number in the RMA Line field.
    6. If applicable, enter the return quantity in the Return Qty field.
    7. If applicable, enter the ship quantity in the Ship Qty field.
    8. If applicable, enter or select the ship date in the Ship Date field.
  2. Select Save.
Return to Vendor Supplier page
  1. The Return to Vendor/Supplier page updates.  The RTV ID field now has the RTV ID number assignment.
Return to Vendor Supplier page
  1. Process complete.


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