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Amend a purchase return

About amending a purchase return

Amending a purchase return can involve changes to the return details such as return address and analysis codes as well as the goods that have been recorded for return. What can be amended depends on how complete the return is. It is not possible to amend the return number, and the supplier can only be amended if there are no goods specified for the return.

Once a standard item line is marked as fully despatched/part credited, it cannot be amended. Whereas, once a text item line is marked as fully credited it can no longer be amended.

As a rule, once a return line has been credited in full or part you cannot change the price details for the item.

If you try to amend return details that can no longer be changed, warnings are displayed to explain why the details cannot be changed.

Where quantities and prices are amended the system recalculates the goods value and tax value accordingly.

Provided the system is set to save cancelled orders, a decrease in quantity returned can be stored as a cancellation record.

To amend a purchase return

Open: Purchase Order Processing > Purchase Returns > Amend Purchase Return.

1. To search for the return, use the Select returns options or click Show All Returns.

2. Select the return from those displayed and click Amend Return.

3. Select the Order Details tab.

4. You can add, amend or delete items depending on how complete the return is.

   About amending or deleting return lines

   You can add items to the return as long as it is not completed.

   You cannot delete return lines that have been despatched or credited either in full or part.

   You can amend return lines depending on how far the order has been processed. If the order has been:

   1. Not despatched or credited:

      You can amend all details

   2. Not credited but part despatched:

      You cannot amend the warehouse (multiple location users only) and the unit buying price.

   3. Not credited and fully despatched:

      You cannot amend the warehouse (multiple location users only), quantity or return date.

   4. Part credited and part despatched:

      You can only amend the quantity, return date and analysis codes (if you have chosen to allow the amendment of analysis codes).

   5. Fully credited and not despatched or part despatched:

      You can only amend the return date for a standard item line.

   About amending additional charge lines

   Charges that have not been credited can be amended or removed.

5. Click Save and confirm the return details when prompted.

   Accept or enter a supplier reference. The reference can contain numbers and letters.

   Check the confirmation values and click OK.