Inventory Stock: Initiate Return to Vendor with Vendor replacement
Initiate a return to Vendor from Inventory stock with a Replacement Item:
- Access RMA Return to Vendor form from Workflow Menu > Warehouse > Return to Vendor bucket OR Inventory Menu > Return to Vendor
- Use Vendor field to search for and select a Vendor
- In the Scan field, scan the Master Number (Q Type Item) or Serial Number (A Type Item)
- Click Tab and then Save
- A confirmation window will open. Click OK or Yes, depending on Q360 version
- Another window will appear asking if you would like to “add a Replacement Item.” Click OK
- A PO of Type RMARETURN will be created (in Status DATAENTRY). On the Line Items tab, note that Q360 has added the Item to be returned to Vendor (negative Quantity) and the Item to be replaced in Inventory (positive Quantity). Click Edit on this PO and adjust Item Cost in Cost column as needed
- If you want to add a restocking fee, add an M Type Item at this time
- From the Process button, confirm the PO. The PO Status will automatically change to CONFIRMED and both Line Items will appear in DATAENTRY Status
Note: When the returned Item has “shipped,” this line’s Status will change to RETURNED. When the replacement Item is received by the Warehouse, the Status of this line will change to RECEIVED and the PO Status will change to RECEIVED