Return to disposition

Step by step

1. Request the return Sales Representative or Warehouse Operator

   The Sales Representative raises a dealer return, and the Warehouse Operator raises a supplier return from rejected or surplus receipt quantity. The return names its direction, the dealer or supplier, the reason and the original shipment or receipt lines. The requested quantity is bounded by what was delivered or received and not yet returned.

   • Return scope recorded
   • Updates Returns, Return lines

2. Authorize return Sales Manager or Purchasing Manager

   The Sales Manager authorizes dealer returns and the Purchasing Manager authorizes returns to suppliers, each as a return authorization decision with an expiry date.

   • Return authorized
   • Updates Returns, Approvals
   ApprovalA person approves before the work moves on.

3. Move the goods Warehouse Operator

   The Warehouse Operator records the actual quantity and lot as the goods arrive or leave. The return waits for a disposition.

   • Actual quantity recorded
   • Updates Return lines, Stock events

4. Approve disposition Warehouse Manager

   The Warehouse Manager approves what happens to each returned quantity: restock, hold, rework, scrap, send to supplier or return to dealer. Each disposition posts its own stock event.

   • Goods restocked, held or scrapped
   • Updates Return dispositions, Stock events
   ApprovalA person approves before the work moves on.

5. Settle the credit Accountant or Finance Manager

   The Accountant prepares a credit note or supplier credit against the original invoice or bill line, and the Finance Manager approves it and any refund.

   • Credit approved and posted
   • Updates Customer invoices, Supplier invoices, Refunds, Approvals
   ApprovalA person approves before the work moves on.

Sales Representative

, Sales Manager, Purchasing Manager, Warehouse Manager, Warehouse Operator, Accountant, Finance Manager.