Raise a purchase return order 

Why raise purchase return orders? 

Raising a purchase return order helps you track returned items and ensures they are removed from your inventory. This process maintains the accuracy of ensuring that your supplier has issued you with credit for the returned goods.  

How to raise a purchase return order? 

1. Search for Purchase Return Orders from the top right-hand corner of your page and select the related link.   
   
2. The purchase return order list displays. Select New to create a purchase return order.  
   
   
   Note: Depending on your role, you can also navigate to Purchasing from the Wiise landing page, then select Purchase Return Orders. 
   
   Note: Purchase return orders are used to send goods back to a vendor. When you post a purchase return order, it reduces your inventory, and once you receive a credit from your supplier, you can create a purchase credit memo to update vendor balances. 
3. A new purchase return order card displays.   
4. Fill in the required fields for the sections, also known as fasttabs.   
    
   1. General section:  
       
      1. Vendor Name: Select the vendor for whom you're creating the return.
      2. Vendor Authorisation No: Enter the return authorisation number provided by the vendor.  
         
         Note: The vendor authorisation number uniquely identifies a compensation agreement between parties, such as a customer and a company. It allows both sides to easily reference and track the agreement. 
      3. Vendor Cr. Memo No.: Enter the number that the vendor will use for the credit memo. 
      4. Posting Date: Ensure this reflects the actual date the return will be processed. 
   2. Lines section:  
       
      1. Enter the Type, Item No., Location Code, and Quantity for the item(s) being returned. 
         
         Note: Review the items, quantities, and prices on the purchase return order to ensure they are accurate.
   
   Note: If your location is enabled for inventory or warehouse picks, the Location Code must be correctly configured to reflect that setup.  
    
   Note: You can use the Copy Document function to quickly create a return order by copying from an existing purchase invoice or order. Alternatively, use Get Posted Document Lines to Reverse to retrieve and reverse specific lines from a posted document.
   1. Adjustment Details Section:   
       
      1. Adjustment Applies-to: Select the document (purchase invoice or order) the return is linked to. 
      2. Reason Code: Provide a reason for the purchase return order.  
      
      Note: Review all the information on the return order to ensure accuracy.  
5. Release the status of your purchase return order.  
6. You’ve now raised the purchase return order.  

 

 
What’s next?  

Find out how to set up a purchase credit memo from a posted purchase return order.  

Need more help?    

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.