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: Purchasing > Return To Vendor / Supplier > Add/Update RTV

  1. The Return to Vendor/Supplier search page displays.
  2. Enter existing data, or select the Add a New Value tab to add a new value.
  3. If it didn’t default, enter or select the business unit in the Business Unit field.
  4. In the Return To Vendor (Supplier) ID field - leave the default value of NEXT (unless your business practice directs otherwise).
  5. Select the Add button.
  6. The Maintain Return to Vendor / Supplier page displays.
  7. Select the Select PO link.
Maintain Return to Vendor / Supplier
  1. The Select Purchase Order pagelet displays.
  2. Enter or select the PO number in the ID field
  3. 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.

  1. Select the PO you are returning against.
  2. Select OK.
Select Purchase Order Pagelet
  1. The Maintain Return to Vendor / Supplier page displays.
  2. 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.
  3. Select Save.
  4. The Return to Vendor/Supplier page updates. The RTV ID field now has the RTV ID number assignment.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial via Panopto

View the external link to Initiating a Return. This link will open in a new tab/window.

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