Purchase returns and supplier balance correction
A purchase return records goods sent back and their balance effect. Separate the inventory return from cash recovery, and check the linked supplier document.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Choose the supplier and original invoice or related document in Returns.
- Select returned quantities, variants, units and stock source using available fields.
- Check cost, tax and reason against the supplier document before saving.
- Approve with the appropriate permission, then review stock movement and supplier statement.
- When money is refunded, record the appropriate cash movement and check remaining balance and allocation.
Watch this distinction
Do not enter both a manual reduction and a return for the same goods; check existing records first.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.