Users need a formal, trackable way to process returns for purchased items, whether the Purchase Order (PO) is closed or partially received (open). The process should also support recording related charges, such as restocking fees, without requiring manual workarounds that distort records or disrupt workflows.
Current Limitations
- No Return Workflow: There is no native way to return items on either closed or partially received POs.
- Restocking Fees Not Supported: The system cannot capture restocking or vendor-applied return charges.
- Data Integrity Issues: Workarounds require reopening POs, deleting bills, and reprocessing receipts, which alters original receive dates.
- Work Order Disruption: If returned parts were assigned to Work Orders, they must be manually removed, creating inefficiency and risk of errors.
General Example
A buyer receives 20 units of a part but only needs 10. The extra 10 are returned to the vendor with a 10% restocking fee. Since the PO is partially received, the user cannot process the return in-system. They must reopen and manually adjust the PO, delete the bill, and re-receive the corrected quantity. This alters the historical record and requires manual corrections for any linked Work Orders.
Requested Enhancements
- Return Functionality for Both Closed and Partially Received POs
Add a formal workflow for processing returns in either status without reopening or altering original records. - Restocking Fee Support
Enable recording of vendor-applied restocking fees directly in the return process. - Accurate Recordkeeping
Preserve original PO details and receive dates while tracking returns and financial adjustments. - Work Order Integration
Automatically adjust Work Orders and inventory if returned parts were previously allocated.
Business Value
- Accuracy: Maintains clean records without distorting original PO or receipt data.
- Efficiency: Eliminates manual workarounds when handling returns for closed or partially received POs.
- Compliance: Correctly accounts for financial adjustments such as restocking fees.
- Workflow Integrity: Keeps Work Orders, inventory, and procurement processes in sync.
