Entering a Returned Goods to Supplier record - Header
This page describes the fields in the Header of the Returned Goods to Supplier record window. Please follow the links below for descriptions of the other cards:
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- No.
- Paste Special
Select from another Number Series
- An identifying code for each Returned Goods to Supplier record will be generated automatically, and in most cases there will be no need to change it. The default will be chosen as follows:
- It will be taken from the first valid row in the Number Series - Returned Goods to Supplier setting.
- It will be the next number following on from the last Returned Goods to Supplier record entered.
- You may change the default, but not to a number that has already been used. If you have defined at least one number sequence in the Number Series - Returned Goods to Supplier setting, the number you change to must be inside a valid number sequence.
- You will not be able to save a Returned Goods to Supplier record if the No. does not belong to a valid number sequence. A valid number sequence is one for the period in which the Transaction Date of the Returned Goods to Supplier record falls and with unused numbers, so this problem will most usually occur at the beginning of a new calendar or financial year.
- Supplier
- The Supplier Number from the Purchase Order or Goods Receipt. You cannot change the Supplier in a Return.
- Name
- The Supplier Name, taken from the Purchase Order or Goods Receipt.
- Official No.
- Paste Special
Select from another Legal Record Number sequence
- Default taken from Legal Record Numbers setting, Sales Ledger
- In some countries it is a legal requirement to allocate an official serial number to each Returned Goods to Supplier record. It may be that companies will be assigned number sequences to be used for this purpose (perhaps supplied pre-printed on stationery), or it may be that companies can generate the number sequences themselves using official formatting and other rules.
- If the VAT Law in the Company Info setting has been set to "Portuguese", you will need to configure the Legal Record Numbers setting so that Official Nos. will be assigned to Returned Goods to Supplier records when you save them after marking them as OK. This assignment will be automatic. If the VAT Law is not "Portuguese", Official Nos. will not be assigned to Returned Goods to Supplier records automatically.
- OK
- When the Return is complete and correct, you should mark it as OK and save. No further changes to the record will be possible (with the exception of the Comment field).
- Stock levels of the Items in the Return will be updated. If you have so determined in the Sub Systems setting in the Nominal Ledger and in the Number Series - Returned Goods to Supplier setting, a Nominal Ledger Transaction will be created in the Transaction register. Please refer to the Nominal Ledger Transactions from Returned Goods to Supplier Records page for details about this Transaction.
- You must mark a Return as OK and save before you can raise a Credit Note for it. If you are using the Create Credit Note when OKing Returned Goods option in the Purchase Order Settings setting in the Purchase Orders module, a Credit Note will be created automatically. This Credit Note will also be marked as OK immediately and automatically. Please refer to the page describing the 'Credit Note' function on the Create menu for more details.
- You can use Access Groups to prevent certain users from marking Returned Goods to Supplier records as OK. To do this, deny them access to the 'OK Returned Goods to Supplier' Action.
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The Returned Goods to Supplier register in Standard ERP:
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Introduction to the Returned Goods to Supplier Register
