Manage Supplier Returns

This guide will cover:

  • How to return goods.
  • How to correct a receipt for services.

Manage Supplier Returns is the process by which the receivers of goods and services can return their received goods or correct the receipt of services for any reason. Returning the good or service will either reduce the payment required to send to the supplier, or generate a credit memo from the supplier that can offset future payments or result in a refund from the supplier.

Step One

Sign into WyoCloud Financial Management and navigate to the My Receipts page.

  • Upon signing in, the home page will display. Click on the Navigator button in the top left corner 
  • The Navigator bar is where you can find links directing you to all of the modules and pages that you have security access for. For this particular process, go to Navigator > Procurement > My Receipts.

  • The My Receipts page will display:

Step Two

Search for and find the receipt for which you need to make a return.

  • Click on the Task List icon on the right, and then click Manage Receipts.

  • On the Manage Receipts page, select UWYO in the Requisitioning BU field. Then search for the receipt in one of the following ways:
    • Receipt: Enter the receipt number.
    • Requisition: Enter the requisition number.
    • Purchase Order: Enter the purchase order number.
  • Click Search.

  • Highlight the line of the receipt you need to change and click Return (for returning goods) or Correct (for services).

Step Three

Enter in the necessary fields to return the goods or correct services. Once all the information is filled out, submit the return.

Option A: Click Return for goods, the following page should display.

  • Return Quantity: Enter quantity of good to be returned.
  • Reason: Select a reason for return.
  • RMA: Enter Return Merchandise Authorization (RMA) number from the supplier if available.
  • Note – Click the Note icon to include a note to the supplier (if RMA is not available, a note should be included).
  • Click Submit.

Option B: Click Correct for services, the following page should display.

  • Correct Quantity: Although the title of this field is Correct Quantity, enter the dollar amount of the service.
  • Click Submit.

  • In both options, click OK in the confirmation window after selecting submit.

 

You have now completed the steps of Manage Supplier Returns.

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Details

Article ID: 32706
Created
Thu 6/29/17 9:03 AM
Modified
Fri 2/8/19 11:58 AM

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