Purchase Returns

Hi,

I would like to understand how the supplier stock return process in Epicor for the following instances:

  1. If the stocks have already been receipted in the inventory but not yet invoiced.
  2. If the invoice has already been entered.
  3. If the invoice has already been paid.

Thank you.

@varanimesh

  1. If the stocks have already been receipted in the inventory but not yet invoiced.
    Un-Receive the lines. If the lines are not marked for inspection.

  2. If the invoice has already been entered.
    If it is not posted, delete the invoice and Un-Receive the lines. If the lines are not marked for inspection.
    If it is posted, then follow the process mentioned for point 3

  3. If the invoice has already been paid.
    DMR process to be followed.

  • Create NonConformance.
  • Inspection processing.
  • DMR processing.
    • While creating DMR
    • select the resolution of this rejected material (Code/Description):
    • DEBIT/Request Debit Memo

More than likely 2 and 3 will be the same process if the supplier is going to provide a credit memo. If that’s the case then use the DMR process.

1 Like

Thank you @prash172

Do any of these steps depend on the licensing availability?

Thank you @Doug.C

@varanimesh
QualityAssurance license required.

Thank you @prash17

We do not have the license for Quality Assurance module. Any other way to go about it?

Without the QA module a Quantity Adjustment is required to remove the inventory.

I would suggest a separate reason code for supplier returns.

Brad

2 Likes

@bboes Thank you.

Why does Epicor not have a standard return process! (which does not involve the quality process)

Having to explain to a customer the QTY and Cost Adjustment for every time they have to return stock or make mistake and have to make corrections does not sound very feasible