Exact Globe+

Entering purchase returns

Introduction

Purchased items that have been received may be returned under certain circumstances. Items that are damaged, with the wrong specifications, or are delivered in extra quantity, can be returned to the supplier. These returns are registered as negative quantity lines. Returns can be registered at Purchase ➔ Entries➔ Returns.

Description

You can filter the purchase orders that you want to display. These are the purchase orders with negative quantity lines which were registered as returns. To view the purchase orders, you can define one or more of the following criteria and click Refresh. The purchase orders that match the search criteria you have defined are then displayed. A list of options appears if you click the Browse button

in the Supplier box, Order box, and other boxes. From the list, select an option and click Select.

Warehouse

Type or select a warehouse to display the purchase orders belonging to the selected warehouse. Select All to display purchase orders belonging to any warehouse.

Supplier

Type or select a creditor number to display only the purchase orders from the selected creditor.

Selection code

Type or select a selection code to display only the purchase orders with the selected selection code.

Order

Type or select the purchase order number that you want to display.

Shipping via

Type or select a delivery method to display only the purchase orders with the selected delivery method.

Purchase order date

Select a range of purchase order dates to display the purchase orders created within the selected dates.

Note: Typing or selecting only the start date will display the purchase orders created on the selected date and later dates. Typing or selecting only the end date will display purchase orders created on the selected date and earlier dates.

Supplier’s item code

Type an item code as it is known to your supplier to display all the purchase orders with the item.

Fulfillment date

Type or select a date to display the purchase orders with planned deliveries on the selected date or earlier dates. Select the All check box to display the purchase orders with planned deliveries on any date later than the current date.

Transaction date

Type or select the transaction date to display only delivered purchase orders with the selected transaction date or earlier dates.

After defining the criteria, click Refresh to display the purchase orders.

Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For detailed instructions on how to customize displayed columns see Related documents: Inserting and deleting columns.

Buttons

Refresh

Click this to display the purchase orders based on the defined criteria.

Note

Click this to add a new note or to view existing notes for the selected purchase order.

Attachment

Click this to attach a new document or to view the documents that are attached to the selected purchase order.

Purchase order

Click this to view the selected purchase order in read-only mode.

Returns

Click this to enter returns for the selected purchase order.

New

Click this to create a return.

Close

Click this to exit.