Receipts - Returning Items in the IS

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Use these instructions to return items against purchase orders (for goods or services $ 5,000 and greater):

that do not tie back to an iProcurement requisition
(Ex: line added by a Procurement Services Buyer)
created prior to the Marketplace (prior to Dec. 4, 2006)

Note: You may return items in iProcurement (Receiving tab – Return Items) for PO’s created in the Marketplace. Use the following link to access the Marketplace training guide for instructions on how to return items in iProcurement.

http://www.procurement.virginia.edu/o/uvamarketplacetraining.pdf

Distribution

Director of Procurement Services

PO Administrator

PO Buyer Manager^*

PO Purchaser^*

PO Requester^*

PO Receiver ^*

Related Procedures

Receiving - Resolving Receiving Discrepancies [PRO5008U]

Ownership

The Director of Procurement Services is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Integrated System Purchasing
N ® Purchasing : Receiving ® Returns
Find Returns

1. For Source Type, select Supplier from drop-down list (defaults).

2. To find the receiving return header, enter search criteria in other fields, as desired, including receipt number, purchase order number, supplier name, receiving location, etc. to narrow your search.

3. Click on the [Find] button to open the Receiving Returns form.

4. Place the current record indicator (the blue box) next to the appropriate item.

5. In the Quantity field, enter the return quantity.

The Integrated System selects the line and places a check in the line selector check box.

6. In the Return To field, select Supplier from the list of values.

The supplier name will automatically appear in the Supplier/Customer/Location field.

7. Record RMA Number (not required).

If the vendor supplies a Returned Materials Authorization (RMA) number or other reference number for the return, document the appropriate number in the RMA number field.

8. Repeat steps 4-7 to process any other returns.

9. Save your work.

After entering your return, you will see the receipts history in the Receiving Transaction Summary page (see Receipts – Reviewing Transactions).

Effective: 08/12/09