Spare Purchase return process

Spare Purchase return process



Info
This procedure outlines the steps required to access the Procurement system and initiate a new purchase return record. This applies to all inventory, parts, and procurement personnel responsible for handling supplier returns.
Notes
Login to DMS using the spare user credentials:
Step 1: Search for the Module
  • Locate the main navigation search bar at the top left of the interface.
  • Type "purchase return" into the search field.
Or Navigate to : Parts>> Procurement>> Purchase return
    Step 2: Initiate a New Return
    • Click the New button located on the top action bar to open a blank purchase return form.


    Step 3: Select the Purchase Invoice
    • Navigate to the Return Requisition Details section.
    • Click the Purchase Invoice dropdown menu.
    • Select the specific Purchase Invoice associated with the local Good Receipt Note (GRN) being returned.

      Step 4: Verify Auto-Populated Information
      • Confirm that the system automatically populates the following fields from the selected invoice:
        • Header Data:
          Branch, Supplier, Supplier Invoice No, and Supplier Invoice Date.
        • Item Table:
          Part No, Part Description, UOM, Requisition Qty, Purch Qty, and Balance Qty.
      Step 7: Specify Return Quantities
      • Navigate down to the Part and Labour Details table.
      • Locate the Return Qty column for the parts you want to send back.
      • Manually enter the exact quantity being returned against each specific part number.
      Step 8: Save and Finalize the Return
      • Add any necessary notes in the Remarks column for context.
      • Click the Save button on the top toolbar to execute the document.
      ⚠️

      Alert
      Critical Quality Control:
      Once you save the document, the transaction is finalized. The system will immediately deduct the specified Return Qty from your available stock.







          • Related Articles

          • HOW TO CREATE INSURANCE

            PROCESS FLOW To access Insurance Provider process: · In the Excellon 5.5 application, go to Administration module → Management→ Foundation→ Insurance Provider→ New User Interface : Please refer below snap, for "fulfilling all then mandatory fields" . ...