returning_goods:returning_to_supplier

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returning_goods:returning_to_supplier [2021/03/10 23:10] – [Create a supplier credit from a finalised supplier invoice] Mark Gloverreturning_goods:returning_to_supplier [2024/05/28 06:37] (current) – [Create a supplier credit from a finalised supplier invoice] Mark Glover
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 Goods are returned to a supplier using a supplier credit transaction. There are two ways to create one: Goods are returned to a supplier using a supplier credit transaction. There are two ways to create one:
-  - Manually create a supplier credit +  - [[returning_goods:returning_to_supplier#manually_create_a_supplier_credit|Manually create a supplier credit]] 
-  - Create a supplier credit from a finalised supplier invoice+  - [[returning_goods:returning_to_supplier#create_a_supplier_credit_from_a_finalised_supplier_invoice|Create a supplier credit from a finalised supplier invoice]]
  
  
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 In the //Name// text box, type the first few characters of the supplier's name then press the Tab key on the keyboard and select the correct supplier in the usual way. Enter a reference and comment in the //Their ref// and //Comment// fields if needed. In the //Name// text box, type the first few characters of the supplier's name then press the Tab key on the keyboard and select the correct supplier in the usual way. Enter a reference and comment in the //Their ref// and //Comment// fields if needed.
 +
 +<WRAP info center round 90%>
 +If the supplier is on hold you will be warned and asked if you wish to proceed with sending the goods back to them. 
 +</WRAP>
  
 Now click on the //New line// button to open the new line window: Now click on the //New line// button to open the new line window:
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 ===== Create a supplier credit from a finalised supplier invoice ===== ===== Create a supplier credit from a finalised supplier invoice =====
-If a user has the //Return stock from supplier invoices// preference set (see the [[admin:managing_users#permissions_tabs|21.15. Managing users]] section for details), then, when they open a finalised supplier invoice, a //Return selected lines// button will be displayed:+If a user has the //Return stock from supplier invoices// preference set (see the [[admin:managing_users#permissions_tabs|25.15. Managing users]] section for details), then, when they open a finalised supplier invoice, a //Return selected lines// button will be displayed:
  
 {{ :returning_goods:supplier_invoice_finalised_return_button.png?600 |}} {{ :returning_goods:supplier_invoice_finalised_return_button.png?600 |}}
  
-Select the lines you wish to return by clicking on them in the table (the usual Shift and Ctrl/Cmd+click and Ctrl/Cmd+A combinations are available) then click on the button to see the window where you enter the nunmber of packs you wish to return:+Select the lines you wish to return by clicking on them in the table (the usual Shift and Ctrl/Cmd+click and Ctrl/Cmd+A combinations are available) then click on the button to see the window where you enter the number of packs you wish to return:
  
 {{ :returning_goods:return_from_si_select_num_packs.png?600 |}} {{ :returning_goods:return_from_si_select_num_packs.png?600 |}}
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 If the supplier is a store, you will be informed that a customer credit has automatically been created in the supplier's store, just as when you create a supplier credit manually. Note that, if you selected a reason for the return, mSupply will look for a customer credit transaction category with a code matching that of the reason you selected and, if it finds one, will apply that to the customer credit. If the supplier is a store, you will be informed that a customer credit has automatically been created in the supplier's store, just as when you create a supplier credit manually. Note that, if you selected a reason for the return, mSupply will look for a customer credit transaction category with a code matching that of the reason you selected and, if it finds one, will apply that to the customer credit.
  
 +<WRAP center round important 60%>
 +While the Supplier Credit is created from a Supplier Invoice, Legacy mSupply does not (yet) record the logical relationship between the 
 +Supplier Credit and the associated Supplier Invoice, Internal Order or Purchase Order.  So the Supplier Credit does not have an impact of mSupply's record of outstanding lines in the Internal Order or Purchase Order.  For this feature, you'll be wanting to use [[https://msupply.foundation/open-msupply|Open mSupply]] 8-).
 +</WRAP>
 ==== Viewing supplier credits ==== ==== Viewing supplier credits ====
 To view supplier credits you have created before, click on the show supplier invoice icon on the Suppliers tab of the navigator (//Supplier > Show invoices...// in the menus): To view supplier credits you have created before, click on the show supplier invoice icon on the Suppliers tab of the navigator (//Supplier > Show invoices...// in the menus):
  • Last modified: 2021/03/10 23:10
  • by Mark Glover