Creating RTV Transactions Without Purchase Orders

PeopleSoft Purchasing enables you to perform free-form RTV entry. You can return items by creating RTVs without source purchase orders or receipts. Acceptable return actions for RTVs without purchase orders are return for credit and return for exchange.

This return method enables items to be returned to a vendor other than the original supplier of the order. You can use this method to return goods that were received using a customer RMA where the supplier is willing to accept the goods.

Accomplish the return by entering detailed RTV information, such as serial IDs and the department and account that should be credited for the return.

To enter free-form supplier returns:

1. Access the Return to Vendor page in Add mode.

   Do not select a purchase order or receipt against which to apply the supplier return.

2. Enter the appropriate RTV header information, such as supplier, buyer, and so forth.

3. Enter the items and quantities that you want to return.

   The price used to cost the return is the last purchase order price paid for the item.

4. If necessary, enter the appropriate distribution ChartField values to be credited for the return. If the item is an inventory item, enter the PeopleSoft Inventory business unit from where inventory items are to be shipped or destroyed.