Handling PO Returns for Serial Tracked Items

These types of purchase order receipts or return of serialized items are handled through the Purchase Order Receiving form Serial Numbers tab:

  • Positive Receipt: When the DR Return field is not selected and the Qty Received is greater than 0, use the Generate button and the S/N Prefix to generate a quantity of new serial numbers equal to the Generate Qty value.

    The grid displays any preassigned serial numbers associated with the line item. The system selects the number of S/Ns that corresponds to the receipt quantity, starting with the first number. You can select different S/Ns to receive, or generate and enter new S/Ns. when the receipt is processed, the status of the S/Ns changes from Preassigned to Inventory.

  • Negative Receipt: When the DR Return field is not selected and the Qty Received is less than 0, use the Generate button to initialize Filter-in-Place. When you complete the filter, the system returns a quantity of serial numbers with status "I" in inventory, equal to the Generate Qty value, using any specified filter criteria.

    Only serial numbers that are currently in stock and that were received against the current PO and line can be selected.

  • Debit Return: When the DR Return field is selected and Qty Received is greater than 0, use the Generate button to initialize Filter-in-Place. When you complete the filter, the system returns a quantity of serial numbers with status "O" in inventory, equal to the Generate Qty value, using any specified filter criteria.

    Only serial numbers that are currently in stock and that were received against the current PO and line can be selected.

  • Negative Debit Return: When the DR Return field is selected and Qty Received is less than 0, use the Generate button to initialize Filter-in-Place. When you complete the filter, the system returns a quantity of serial numbers with status "I" in inventory, equal to the Generate Qty value, using any specified filter criteria.

    The grid displays any preassigned serial numbers associated with the line item. The system selects the number of S/Ns that corresponds to the receipt quantity, starting with the first number. You can select different S/Ns to receive, or generate and enter new S/Ns. when the receipt is processed, the status of the S/Ns changes from Preassigned to Inventory.

Related topics