We are using the Quality module to process material returns to suppliers using Non-Conformance / Inspection / DMR-Reject workflow. Today we need to return an item to a supplier that was purchased direct to an expense account using the PO Line type ‘Other’.
What is the best workflow for this? Non-Conformance entry does have an ‘Other’ type, but it has no detail about the item, and doesn’t show up in Inspection Processing like the other Non-Conformance types.
Any suggestions?
Thank you
Is the item that is being returned for a job? If so, I’m assuming it was purchased direct to the job, correct?
If not, is it an office item? Nonconformance is typically used for job material/parts.
Was Inspection Required checked on the PO?
Hi Beth,
The item was ordered on an ‘Other’ line, not direct to a job. In this case it’s an IT item. A laptop dock.
Inspection Required was not checked, because it wasn’t required. We just want to send the part back for some reason, maybe we ended up not needing it, etc.
We were hoping to use the same (or very similar) process as returning a job material. Otherwise its just one more different process for our quality/purchasing/shipping/accounting teams to remember.
@andrew.johnson
Purchase made with line type “Other” will not be available for DMR process.
If the receipt is not invoiced (AP invoice) then the un-receive the same.
If it is invoiced then debit memo to be booked and apply the same to the original AP invoice.