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How to enter a purchase order return to a vendor for an item that was sold in Microsoft Dynamics GP

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This article discusses how to enter a purchase order return to a vendor for an item that was sold in Purchase Order Processing in Microsoft Dynamics GP or in Microsoft Business Solutions - Great Plains.

Applies to:   Microsoft Dynamics GP
Original KB number:   862350

Introduction

To enter a purchase order return to a vendor for an item that was sold in Purchase Order Processing in Microsoft Dynamics GP, follow these steps.

More information

  1. Use the appropriate method:

    • In Microsoft Dynamics GP, Purchase Order Returns is already installed. Go to step 2.
    • In Microsoft Business Solutions - Great Plains 8.0 and in earlier versions, make sure that Purchase Order Returns is installed.

    To do it, select Transactions, select Purchasing, and then select Returns Transaction Entry. If Returns Transaction Entry is unavailable, you must install Purchase Order Returns.

    For more information about how to install Purchase Order Returns, see How To Install Purchase Order Returns.

  2. In the Type list, select Inventory w/Credit.

    Note

    The transaction is now an inventory transaction because it has been returned through Sales Order Processing.

    If you select Return w/Credit, you won't see the receipt.

  3. In the Vendor Doc. No. field, type the vendor document number.

  4. In the Vendor ID field, type the vendor ID.

  5. In the Vendor Item field, type the number of the item that you want to return.

  6. Select the lookup button next to the Receipt No. field, and then double-click the receipt that you want to return.

    The Inventory Type field displays RETURN. The Receipt Number field displays the Sales Order Processing return number.

  7. In the Quantity Available field, type the quantity that you want to be returned.

  8. In the Unit Cost field, change the cost if this procedure is required.

  9. Select Post, and then print the posting journals.

When you complete this process, a credit voucher is created in Payables Management in Microsoft Dynamics GP. The credit voucher will have a document type of Return. You can apply this credit to the original vendor invoice.