Returning Items to Suppliers

Several business reasons exist for initiating a supplier return. You might receive defective materials, too many items, items that were shipped in error, or items that you no longer require. When you decide to return goods to the supplier, you must enter an RTV.

This section discusses how to:

  • Initiate a supplier return.

  • View and change the supplier's ship-to address.

  • View recorded RTV entries.

Page Name

Definition Name

Usage

Return To Vendor

PV_RTV

Initiate a supplier return.

Item Detail

PV_RTV_RECVDS_DISP

PV_RTV_ASSET_DISP

PV_RTV_PO_DS_DISP

View information about a requisition, an item, and previous returns.

RTV Fees (Return to Vendor Fees)

PV_RTV_LN_FEE

Record fees that are incurred for returning items to the supplier, including restocking fees and other charges.

Supplier Address

PV_RTV_ADDR_DTL

View or change the supplier's ship-to address for this return. Use this page if the supplier has a return address that is different from the ordering address.

Manage Return to Vendors

PV_RTV_UPDATE_REQ

View RTV entries that have been recorded under the user ID.

Use the Return To Vendor page (PV_RTV) to initiate a supplier return.

Navigation:

eProcurement > Receive Items

Select the Inquire Receipts link.

Click the RTV icon.

Click the Return to Vendor button at the top of the Select Receipts to Return page.

This example illustrates the fields and controls on the Return To Vendor page. You can find definitions for the fields and controls later on this page.

 Return to vendor

You can change the text that appears on this page by using the setup instructions for the Return to Vendor page.

Field or Control

Description

Item Description

Select to access the Item Description page to view item details such as Item ID, Manufacturer's Item ID, UPN ID.

Action

Select a reject action for the returned merchandise. The selection determines the selections for the other options on this page. Values are:

Credit (return for credit): The goods are to be returned to the supplier, and no replacement of these returned goods is requisitioned.

Exchange (return for exchange): You are returning the item, and you want a different item to be sent to you. This option triggers a PeopleSoft Workflow event to a buyer.

Replace (return for replacement): The returned materials will be received against the original purchase order again, after the supplier ships replacement goods for the returned items.

RTV Details icon

Click the RTV Details button to access the Item Detail page, where you can view information about this requisition and previous returns.

Return To Supplier Fees icon

Click the Return To Vendor Fees button to access the RTV Fees page, where you can enter miscellaneous charges, such as restocking fees.

Ship RTV (Ship Return To Supplier)

Click if you have shipped all the items on this page. This option sets the shipped quantity on the RTV to equal the return quantity and changes the RTV status to Shipped. The RTV status must be Shipped before you run the RTV Reconciliation process.

Ship Via

Select the method of shipment that you are using to ship the stock back to the supplier.

Supplier

Click to go to the Supplier Address page.

Use the Supplier Address page (PV_RTV_ADDR_DTL) to view or change the supplier's ship-to address for this return.

Use this page if the supplier has a return address that is different from the ordering address.

Navigation:

Click the Supplier link on the Return to Vendor page. You can find definitions for the fields and controls later on this page.

This example illustrates the fields and controls on the Supplier Address page.

 Supplier Address

Note: For you to change the address, the roles must contain a user role that is included under RECV_CASUAL_ALL on the eProcurement Role Actions page.

Field or Control

Description

Return to Vendor, Location, and Contact

Displays the default information from the supplier definition; you cannot change this information here.

Use the Manage Return to Vendors page (PV_RTV_UPDATE_REQ) to view RTV entries that have been recorded under the user ID.

Navigation:

Click the Inquire Return to Vendors link on the Return to Vendor page.

This example illustrates the fields and controls on the Manage Return to Vendors page. You can find definitions for the fields and controls later on this page.

 Manage Return to Vendor

Field or Control

Description

Status

Displays the status of the RTV:

Open: The RTV form has been entered and saved.

Shipped: All lines on the return have been shipped. An RTV line item is considered shipped when the line's shipped quantity equals the return quantity.

Closed: All lines on the return are complete. After a return is closed, you cannot change it.

Cancelled: The RTV has been canceled. You cannot change the RTV status to Cancelled if all items on the RTV have been shipped.

Edit Return

Click the Display RTV Information button to access the Return to Supplier page, where you can view the information about the original RTV form. If the RTV form status is Open, you can change the information.