Use a Return Note to record quantities returned against a Goods Issue Note within the Warehouse application. Warehouse and inventory users use this form when issued products are returned and the returned quantity must be recorded against the original issue. The return note identifies the relevant warehouse and source Goods Issue Note, then records the product quantities returned.
Workflow
Open Warehouse, then select Goods Return Note to access the return-note form. In the form, identify the warehouse in Warehouse.
Return Note
Save and Close
Tip: Select the warehouse that handled the original goods issue so that the return is recorded against the appropriate warehouse operation.
Decide whether the return should be linked to an existing issue note. To link it, select Goods Issue Note, then use Select to choose the relevant source document. Review the product lines shown for the issue note, including Product, Issued Qty, Returned Qty, and Unit.
Return Note
Save and Close
Enter the returned quantity for each returned product in Returned Qty. Record only the quantity physically returned for the applicable product line.
Note: Use the issued quantity as the reference when recording a return. The product, unit, and quantities shown on the form help you verify that the correct issued goods are being returned.
Decide how to finish the return note:
Select Save to save the return note and continue working with the record.
Select Save and Close to save the return note and close the form.
If you need to include supporting documentation, select Attach, add the file using or Drop a file here, then select Ok.
Tip: Attach supporting documents when they are relevant to the return, such as delivery evidence or return documentation.
Examples
A warehouse user receives returned material from a job that was previously issued from the main warehouse.
The user opens Warehouse and selects Goods Return Note.
In Warehouse, the user selects the warehouse from which the material was originally issued.
In Goods Issue Note, the user selects the issue note for the job and uses Select to load it.
The form displays the issued product lines. For a product with an Issued Qty of 10 units, the user enters 4 in Returned Qty because four units were physically returned.
The user selects Attach and adds the return document using or Drop a file here, then selects Ok.
The user selects Save and Close to complete and close the return note.
Tips
Warning: Record returned quantities carefully. The return note should reflect the quantity actually returned, not the quantity originally issued.
Tip: Link the return note to the correct Goods Issue Note before entering returned quantities to keep the return associated with the original warehouse issue.
Troubleshooting
Symptom
Likely cause
Fix
The required issue document is not shown on the form.
A Goods Issue Note has not been selected.
Select Goods Issue Note, then use Select to choose the relevant issue document.
Supporting documentation is not included with the return note.
The file has not been attached.
Select Attach, add the file using or Drop a file here, and select Ok.
The return note is still open after saving.
Save was selected instead of Save and Close.
Select Save and Close when you want to save the record and close the form.
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