purchase return form

After the dealer purchases from the brand owner, due to various reasons (product expiration, damage, unsalable), the purchased items need to be returned, and corresponding documents are required for processing, and the corresponding purchase order information is subsequently updated and the inventory is affected.

The purchase return order is the reverse process of the inventory in the procurement business. For the purchased goods, there may usually be some unexpected situations. For example, there are defective products in a certain batch of purchased goods. We can choose to return the defective products To the supplier; for example, if the purchased product is wrong, we need to return this batch of purchased items; there may also be an excess purchase of a certain product, and some products need to be returned. All of the above are related to the same operation - purchase return.

All: The person in charge is the current user, or his subordinates or related team members include the current user, or his subordinates, or the "data sharing" rule of the purchase return order configured in "Data Rights Management" is the person in charge of the record, or the person in charge belongs The data of the department is shared with the current employee, or the department the current employee belongs to, or the user group the current employee belongs to, or the data of "I am in charge of the department".
The person in charge is the current user or his subordinates.
Or related team members include the current user or his subordinates.
Or configure the "Data Sharing" rule of the receipt in "Data Rights Management" to share the data of the person in charge or the department to which the person in charge belongs to the current employee or the department to which the current employee belongs or the user group to which the current employee belongs.
Or "for my department" data.
I'm responsible: The responsible is the current user.
I'm In: The current user is included in the related team members.
My subordinates are in charge of: the person in charge is the subordinate of the current user.
Participated by my subordinates: The relevant team members include the user's subordinates.
Shared to me: Configure the "Data Sharing" rule of the storage order in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or the user of the current employee Group.
I am in charge of the department: the current user is the department head of the main department, and the main department of the relevant team members in the record is this department. Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".
The current user is the department head of the main department.
At the same time, the main department of the relevant team members in the record is this department.
Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".

Remark:

"CRM Admin" can view all data.
All records whose status is "Obsolete" can only be seen by the "CRM administrator", and no other personnel can see it.

Manually created entry: [Purchase return form] list page
Import, see Import for details
When creating a new purchase return document, the return can be based on the purchase receipt document or not based on the purchase receipt document. Regardless of whether the return is based on the purchase receipt, you need to select the corresponding supplier and fill in the corresponding return warehouse.
Fields for purchase return order products can be defined in "CRM Management-Field Management-Purchase Return Order Product Fields".
Purchase return order product: When the return is not based on the purchase receipt, the data comes from the product object, but the status of the product must be "on the shelf". After selecting the product to be returned, enter the quantity of the return. When returning a product based on a purchase receipt, the data comes from the product object of the purchase receipt, and the status of the product must be "on-shelf". After selecting the product to be returned, just enter the quantity of the return, but the cumulative quantity of returns The quantity of the product in the purchase receipt document cannot be exceeded.
Inventory verification: When submitting the purchase return order, the inventory in the return warehouse needs to be verified, and the quantity of returned goods cannot exceed the actual inventory quantity in the return warehouse.
Fixed approval process: You can create an approval process in Approval Process Management. When a purchase return order is created, the approval process can be automatically triggered and executed. See 【Approval Flow Management】 for details
Note: Regardless of whether the approval status of the purchase return order is confirmed or not, it can be referenced by related objects. After the purchase return form is approved, it cannot be modified or withdrawn, and printing is supported.

After the purchase return order is confirmed, the system will automatically generate the corresponding purchase return delivery order, and deduct the inventory of the corresponding return warehouse. the
The purchase return delivery form automatically generated by the system cannot be voided directly. After the purchase return delivery form must be canceled first, the system will automatically invalidate the corresponding purchase return delivery form simultaneously.

Business description: In the process of process flow, the confirmer can be replaced due to reasons such as the resignation or job transfer of the current pending person.
Business operation conditions: In the approval process, the status of the purchase return order is "confirming"
The employees or roles that can perform this operation are: Approval node confirmer
Business operation entry: "Purchase return form" details page.

Business description: When the purchase return form is submitted and confirmed by the processor at the next node, the processor at the previous node can withdraw the process, and the pending purchase return form of the processor at the next node will be canceled at the same time.
Business operation conditions: In the approval process, the status of the purchase return order is "Confirming".
The employees or roles who can perform this operation are: the person in charge, the superior of the person in charge, the relevant team members with "read and write" permissions, and the superiors of the relevant team members, the party whose data is shared and with "read and write" permissions.
Business operation entry: "Purchase return form" details page.

See Common List Operations for common operations on the list page
Add sales records, see sales records for details
Common business operations, including changing the person in charge, adding relevant team members, printing, importing, exporting, editing, voiding, deleting, etc., see Common business operations
Business operations combined with collaborative office, including forwarding, scheduling, reminders, making phone calls, sending emails, etc., see Common business for details Action

2022-11-22

purchase return form

1. Examples of business usage scenarios

2. Detailed introduction of purchase return form

2.1 Preset scene of purchase return form

2.2 Business operation of purchase return order

2.2.1 Create a new purchase return order

2.2.2 Generating Purchase Return Delivery Document

2.2.3 Replacement Confirmer

2.2.4 Withdrawal

2.3 General business operations for purchase returns

Table of Contents