2 Purchasing Return types – what’s the difference?

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Posted on by Community Member Microsoft Employee

Transactions > Purchasing > Returns Trx Entry > Return w/Credit & Transactions > Purchasing > Trx Entry.

What’s the difference between these 2 Return documents and when to use one over the other. The Help says the Transactions > Purchasing > Trx Entry then selecting Return is used to return defective items to vendor when the invoice has been vouchers. Well, that’s the same situation as Return w/Credit under the Returns Trx Entry screen so what gives? Are they the same?

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Community Member Microsoft Employee on at

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RE: 2 Purchasing Return types – what’s the difference?

Leslie,

Thanks! Ive searched everywhere and have yet to seen this question answered. In doing so, I have seen your comments many, many times. I appreciate all of your help. I hope to see you in my future posts as I have many more unanswered questions.

Best,

Jacob Newberry
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L Vail 65,271 on at

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RE: 2 Purchasing Return types – what’s the difference?

Hi,

Yes, you can apply that credit to future purchases just like a regular credit memo.

Kind regards,

Leslie
Community Member Microsoft Employee on at

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RE: 2 Purchasing Return types – what’s the difference?

Help is not clear on that at all. I have a question that I can't seem to find the answer to. We are returning old inventory that is matched to a PO. I use purchase transaction entry, return w/credit. It creates a return voucher. Do I apply that to the original invoice from when we purchased the item? How, when it has already been paid? Can I simply use the return voucher to apply to future purchases, like a credit memo?
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Richard Whaley 25,195 on at

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RE: 2 Purchasing Return types – what’s the difference?

Inventory vs Return --if an item has just been received and not been issued out of inventory, you can return it against the PO. If it has been issued out of inventory and returned (such as a customer return) and you need to reduce inventory by returning the defective item to the vendor, use the Inventory.

With or Without Credit -- With credit will generate a credit memo automatically.

All of this is discussed in detail in our Understanding Purchase Order Processing manual available on our web site (www.accoladepublications.com )
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Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at

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RE: 2 Purchasing Return types – what’s the difference?

Help isn't particularly clear on that. When they refer to 'vouchers', what they really mean is a Payables Transaction voucher versus a PO Receiving Transaction that ultimately creates a voucher when the vendor invoice is matched to it. If you need to return product that was procured using a PO, you want to use Returns Transaction Entry. The 'Return' in the Payables Transaction Entry window really isn't a return at all. It just creates a credit memo with a different designation on it. Open the Payables Transaction Entry window and note the change in the Purchases field name when you select the different Document Types.

2 Purchasing Return types – what’s the difference?

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