Introduction

Under “Return to supplier” new requests for returns to suppliers can be created. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”. File attachments can be added, using the "File attachments" box. Under "Sales order messages", messages can be left for the sales order authorizing party. The return to supplier can then be saved as a draft or submitted directly, using the according buttons in the upper right corner.

Instruction video

EPO - Return to supplier.mp4

Field descriptions

Under “Return to supplier” the following information is to be filled in:

1. Supplier
2. Project
3. Warehouse
4. Exchange rate
5. Workflow
6. Order date
7. External order number
8. Invoice date
9. Supplier invoice number
10. Order number

New detail lines can be added, using the + button (11). Messages can be left for the following authorizing parties under “Return to supplier messages” (12) and documents can be uploaded to the request in the “File attachments” section (13). The return to supplier request can be saved as draft, using the SAVE button (14), and/or submitted directly, using the Submit return to supplier button (15).

• When adding a new detail line, the following information is to be provided:

1. 1. 1. 1. GL/Stock: A section between GL and stock accounts is to be made.
         2. Account
         3. Line description
         4. Quantity
         5. Price (per item)
         6. Tax type
         7. Discount rate  

The line can then be added to the sales order, using the Create button (8).