1. Business Use Case Examples

Purchase Return Order represents the reverse flow of procurement inventory. For purchased items, unexpected situations may occur—for example, a batch contains defective items that should be returned to the Supplier; the wrong goods were purchased and the entire batch must be returned; or an over-purchase requires returning part of the shipment. All these scenarios involve the same operation: Purchase Return.

2. Creating a Purchase Return Order

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• From the CRM, go to Purchase Return Orders to open the Purchase Return Order list.
• Click New in the top-right corner to create a Purchase Return Order.

2.1 Return Not Based on an Inbound Order

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• When the return is not based on an Inbound Order, select Products for the Purchase Return Order from the Inventory of the chosen Warehouse.
• On save, the system validates that the Warehouse Inventory has sufficient stock; the return can proceed only if inventory is sufficient.
• After the Purchase Return Order is confirmed, the system automatically creates an outbound document for the return Warehouse and deducts the physical Inventory.

2.2 Return Based on an Inbound Order

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• When returning based on an Inbound Order, selecting the Inbound Order causes the system to auto-fill the Supplier and the return Warehouse; these fields are read-only.
• Products for the Purchase Return Order must be chosen from the Inbound Order’s Inbound Order Products. Products that have been fully returned are automatically filtered out.
• On save, the system validates that the return Warehouse has sufficient Inventory; the return can proceed only if inventory is sufficient.
• In addition to Inventory validation, the system verifies that the sum of this return quantity plus any Purchase Return quantities in the approval process and previously returned quantities (all associated with the selected Inbound Order) does not exceed the Inbound Order Product’s received quantity.
• After the Purchase Return Order is confirmed, the system automatically creates an outbound document for the return Warehouse and deducts the physical Inventory.