Enhanced interface

Return supplies

Were too many supplies items issued? Create a return transaction for supplies that need to be returned to stock.

To return supplies obtained with a purchase order or direct-ship order, complete your standard vendor invoice to purchase return workflow. Learn how to delete or reverse a purchasing receipt.

Subscription	Inventory Control or Supplies Inventory
Regional availability	Australia, Canada, UK, USA, South Africa
User type	Business Warehouse
Permissions	Inventory Control Manage supplies: Edit

The following steps highlight the required field entries for a supplies return.

Go to Inventory Control> All > Supplies Inventory, and select Issues.
Find the issue that needs to be returned and select Convert > SYS-Supplies return.
Complete the required fields, Date and Document number.
For each item with quantities to be returned, specify the number of items to be returned.

For example, if 4 items were delivered and 2 are not needed, enter 2 in the Quantity field.
Select Post.

The transaction is added to the returns list and ONHAND quantities are updated. You can select View to see the posting details and other information.

More actions menu

Option	Description
Post & new	Saves the transaction and displays the Print or email dialog box from which you can choose to print and/or email a PDF of the transaction. Printing a PDF from this dialog box will set the transaction's Printed flag to Y. Learn more about how to print or email an individual document. This option appears when a transaction is in Add mode or when a Draft transaction is in Edit mode.
Copy from	Copies the information in another purchase transaction into the current transaction. When you select this menu option, a Select Purchasing transaction list appears. Find and select the transaction from which you want to copy. The system populates the current transaction with the information from the selected transaction. This option appears when the transaction is in Add mode.
Print to	Displays the following options: XML: Displays the XML code for the transaction. You can use a field's XML code to help identify it in CSV import templates, printed document templates, and in some error messages. To help identify a blank field's code, type the UI field label in the field prior to choosing the View as XML option. Then scan the XML for the desired label text. PDF: Displays the transaction as a PDF in your browser's default PDF viewer. Learn more about printing an individual document. This option appears when the transaction is in Edit or View mode.
View audit trail	Displays the Audit Trail page for the transaction, which shows who changed the transaction and when the changes happened. Learn more about the audit trail. This option appears when the transaction is in Edit or View mode.
Edit this page	Sage Intacct administrators can change pages to add custom tabs, sections, fields, and script components. Learn about customizing application pages.
Edit Entries layout	Sage Intacct administrators can change the column layout in the Entries section of a transaction. You can customize the grid to show only the columns that are meaningful to your company. The columns that do not display in the grid are still accessible by selecting Show details for each transaction line item. You can also rearrange the columns in any desired order. Learn how to customize a transaction's Entries grid layout.
Table size	Changes the number of rows shown in the entry grid.

Field descriptions: Header

Transactions tab header field descriptions
Field	Description
Date	Defaults to today's date. Use the calendar tool to change the date. This field is required.
Document number	Enter a number to identify the transaction. This field appears in add or edit mode if the transaction definition does not have a Numbering sequence selected. A document number is not required in draft transactions.
Converted from	Displays the supplies issue document number being converted.
Convert from an existing transaction	This link allows you to select a different supplies transaction. You can also select Cancel to select a different transaction on the Returns list.
Reference number	Displays the original issue reference number.
Message	Enter any text that you want to appear on the printed document. This message prints in addition to any Optional default text defined in the transaction definition or text defined in the document template.
Attachment	Add any supporting documents as an attachment. Learn more about adding attachments.
Base currency	Use the selection list to select the functional currency to use for the transaction. This field is only applicable to multi-entity, multi-currency companies that have multiple base currencies enabled and is only displayed when the transaction is created at the top level company.

Field descriptions: Entries table

Entries section field descriptions
Field	Description
Item ID	This field displays the item ID for the item being returned.
Warehouse	This field displays the warehouse where the item was delivered.
Quantity	Enter the quantity of items being returned. The Quantity field automatically displays the original number of items issued. If you are converting a supplies issue to a return, you cannot enter a number in the Quantity field that has the opposite sign of the number in the original transaction. For example, if the original transaction quantity is 5 and you enter -3 in the Quantity field on the target transaction, Intacct displays an error.
Unit	Displays the unit of measure of the corresponding item.
Cost	Displays the cost of the items ordered.
Extended cost	Displays the Cost multiplied by the Quantity.
Item description	Defaults to the Extended description for the item. You can change this field. This field might appear in the printed document, depending on your document template definition. Learn more about document templates.
Memo	Displays the original supplies requisition document number.
Location	Displays the location dimension from the original transaction. This field appears only if Purchasing is configured to use the Location dimension. Learn more about dimensions.
Customer	Displays the customer dimension from the original transaction. This field appears only if Purchasing is configured to use the Customer dimension.
Class	Displays the class dimension from the original transaction. This field appears only if Purchasing is configured to use the Class dimension.
Department	Displays the department dimension from the original transaction. This field appears only if Purchasing is configured to use the Department dimension.
Project	Displays the project dimension from the original transaction. This field appears only if Purchasing is configured to use the Project dimension.
Supplier	Displays the vendor dimension from the original transaction.
Employee	Displays the employee dimension from the original transaction.