Return management

A return to the supplier has two steps: an optional supplier return request (the decision made before the goods are sent) and the goods receipt reversal that reduces the stock. A reversal can also be made without a request (to correct an incorrectly posted goods receipt). The return invoice belongs to Finance and is not covered in this guide.

Screen

Module

Procurement

Menu path

Satın Alma › İade Yönetimi › Tedarikçi İade Talepleri · Mal Kabul Geri Almaları · Mal Kabulünü Geri Al · Hizmet Kabul Geri Almaları · Hizmet Kabulünü Geri Al (Procurement › Return Management › Supplier Return Requests · Goods Receipt Reversals · Reverse Goods Receipt · Service Receipt Reversals · Reverse Service Receipt)

Screen route

/erp/procurement/return-requests

Required permission

erp-procurement-return-requests.view · .create (talep açma, iptal, kapatma) · .approve (onay, red)

erp-procurement-receipt-reversals.view · .create (mal kabul geri alma, talepten iade)

erp-procurement-service-acceptance-reversals.view · .create

Supplier return requests

New supplier return request

1. 1Return reason (required)
2. 2The whole line is returned
3. 3Requester cannot approve
4. 4Open Request — stock unchanged

A request is opened with the Tedarikçi İade Talebi (Supplier Return Request) button in the goods receipt details (/erp/procurement/receipts/{id}/return-requests/new). List: Satın Alma › İade Yönetimi › Tedarikçi İade Talepleri (Procurement › Return Management › Supplier Return Requests) — columns Talep No (Request No, TIT-…), Durum (Status), Talep Tarihi (Request Date), Tedarikçi (Supplier), Mal Kabul No (Goods Receipt No), İade Nedeni (Return Reason), Açan (Opened By), Kalem (Items).

Field	Rule
Talep Tarihi (Request Date)	Cannot be before the goods receipt date. The request does not post stock.
İade Nedeni (Return Reason)	Mandatory; it is proposed as the reason of the reversal document.
Açıklama (Description)	Optional.
Tedarikçiye Dönecek Satırlar (Lines to Return to Supplier)	At least one goods receipt line. A line is returned as a whole — the quantity cannot be changed. A line that has already been reversed cannot be selected.

Talebi Aç (Open Request) saves the request with the status Onay Bekliyor (Pending Approval). The person who opens the request cannot approve it — another authorized person (with the approve permission) makes the decision; the opener's screen shows "Kendi açtığınız talebi onaylayamazsınız; kararı başka bir yetkili verir." (You cannot approve a request you opened yourself; another authorized person makes the decision.)

Return request — approver view

1. 1Approve — someone other than the requester
2. 2Reject — reason required
3. 3Requested by

Statuses and actions

Status	Meaning	Actions
Onay Bekliyor (Pending Approval)	Awaiting a decision.	Onayla (Approve; an approve holder other than the opener) · Reddet (Reject; Red gerekçesi (rejection reason) mandatory) · İptal Et (Cancel; İptal gerekçesi (cancellation reason) mandatory, create)
Onaylandı (Approved)	A return can be posted from the request.	Tedarikçiye İade Et (Return to Supplier; erp-procurement-receipt-reversals.create) · Kapat (Close; the return of the remaining lines is no longer expected; reason mandatory)
Kapandı (Closed)	All lines were returned or the remainder was dropped. Terminal.	—
Reddedildi (Rejected)	Rejected with a reason. Terminal.	—
İptal Edildi (Cancelled)	Withdrawn before a decision was made. Terminal.	—

The line table shows İade Edilen (Returned) and Kalan (Remaining); the Talepten Yazılan İadeler (Returns Posted from the Request) section lists the reversal documents posted from this request. When the last line is returned, the request becomes Kapandı (Closed) automatically.

Closed return request with reversal

1. 1Status: Closed — all lines returned
2. 2Decided by
3. 3Returned quantity
4. 4Reversal written from the request

Goods receipt reversal

Satın Alma › İade Yönetimi › Mal Kabulünü Geri Al (Procurement › Return Management › Reverse Goods Receipt) (/erp/procurement/receipt-reversals/new). From an approved request, Tedarikçiye İade Et (Return to Supplier) opens the form with the request's goods receipt and lines (?requestId=).

Goods receipt reversal — return to supplier

1. 1Receipt to reverse
2. 2Reason (required)
3. 3Checked: re-expected; cleared: order closes
4. 4Whole line is reversed
5. 5Save Reversal — reverse stock posting

Field	Rule
Mal Kabul (Goods Receipt)	Mandatory. Only documents with at least one line not yet reversed are listed; search by goods receipt number, order number, supplier or delivery note.
Geri Alma Tarihi (Reversal Date)	Mandatory; the posting period rules apply.
Gerekçe (Reason)	Mandatory (when opened from a request, the request's return reason is filled in).
Siparişi yeniden aç (Reopen order)	Selected by default: the reversed quantity is expected again and counted as in transit in Malzeme İhtiyaçları (Material Requirements). If cleared: "Mal iade edildi, yenisi gelmeyecek: sipariş kapanır, kalan yoldaki sayılmaz." (The goods were returned and no replacement will come: the order is closed and the remainder is not counted as in transit.)
Not (Note)	Optional.
Geri Alınacak Kalemler (Items to Reverse)	Select the line; the quantity cannot be changed. When opened from a request, only the request's lines can be selected.

No partial reversal

"Mal kabul satırları tamamen geri alınır. Kısmi geri alma bu sürümde desteklenmiyor." (Goods receipt lines are reversed in full. Partial reversal is not supported in this version.) If you are going to return part of a line, enter that quantity as a separate allocation at the goods receipt (e.g. the 50 damaged units to a separate storage location). If a wrong quantity was entered, reverse the line in full and create a new goods receipt with the correct quantity.

Geri Almayı Kaydet (Save Reversal) saves the MKG-yyyy-nnnnnn document. Effect:

• For each line, an issue movement of type Giriş Geri Alma (Receipt Reversal): stock is reduced from the goods receipt's warehouse, storage location and batch.
• The order's Received quantity is rolled back: if Siparişi yeniden aç (Reopen order) is selected, the order becomes Kısmi Teslim (Partially Received) (or Sipariş Verildi (Ordered)) and the remainder is expected again; if it is cleared, the order becomes Kapatıldı (Closed).
• If posted from a request, the request's Returned quantity increases.

Goods receipt reversal detail

1. 1Reason
2. 2Reversed receipt line
3. 3Source receipt

The reversal details cannot be changed: Belge Bilgileri (Document Information; reversal number, goods receipt number, order number, supplier, date, reason), Geri Alınan Kalemler (Reversed Items; with Mal Kabul Satırı (Goods Receipt Line)) and the Mal Kabulü Görüntüle (View Goods Receipt) and Siparişi Görüntüle (View Order) buttons. The list Mal Kabul Geri Almaları (Goods Receipt Reversals): Geri Alma No (Reversal No), Mal Kabul No (Goods Receipt No), Sipariş No (Order No), Tedarikçi (Supplier), Geri Alma Tarihi (Reversal Date), Gerekçe (Reason), Kalem (Items), Oluşturulma (Created).

Rejection messages

Message	Reason
Kendi açtığınız tedarikçi iade talebini onaylayamazsınız. Kararı başka bir yetkili vermeli. (You cannot approve a supplier return request you opened yourself. Another authorized person must make the decision.)	Segregation of duties.
Tedarikçi iade talebi henüz onaylanmadı; onaysız talepten iade yazılamaz. (The supplier return request has not been approved yet; a return cannot be posted from an unapproved request.)
Tedarikçi iade talebi kapalı; bu talepten iade yazılamaz. (The supplier return request is closed; a return cannot be posted from this request.)
Geri alınan satır talepte yok; talepten yazılan iade yalnız talebin satırlarını içerir. (The reversed line is not in the request; a return posted from a request contains only the request's lines.)
Bu mal kabul satırı daha önce geri alınmış. (This goods receipt line has already been reversed.)
10. kabul satırı daha önce geri alınmış — talebe giremez. (Receipt line 10 has already been reversed — it cannot be added to the request.)
Talep tarihi mal kabul tarihinden önce olamaz. (The request date cannot be before the goods receipt date.)
Yalnız karar bekleyen talep iptal edilebilir; onaylanmış talep kapatılır. (Only a request awaiting a decision can be cancelled; an approved request is closed.)
Geri alma gerekçesi zorunludur. · İade nedeni zorunludur. (The reversal reason is mandatory. · The return reason is mandatory.)
… fason kabulü — geri alınamaz. Bileşenler fasoncuda tüketildi; hatalı ürünü tedarikçiye iade etmek için fasona malzeme sevki kullanın. (… subcontracting receipt — cannot be reversed. The components were consumed at the subcontractor; to return a defective product to the supplier, use a material shipment to the subcontractor.)	Subcontracting line.

Service receipt reversal

Satın Alma › İade Yönetimi › Hizmet Kabulünü Geri Al (Procurement › Return Management › Reverse Service Receipt) (/erp/procurement/service-acceptance-reversals/new): "Kabul belgesi silinmez — ters kayıt oluşur ve siparişin kabul miktarı geri sarılır." (The receipt document is not deleted — a reverse posting is created and the order's received quantity is rolled back.) Fields: Hizmet Kabulü (Service Receipt; mandatory; documents that have a line not yet reversed), Geri Alma Tarihi (Reversal Date), Gerekçe (Reason; mandatory), Siparişi yeniden aç (Reopen order; "Geri alınan hizmet yeniden beklenir; sipariş açık kalır." (The reversed service is expected again; the order remains open.)), Not (Note) and Geri Alınacak Satırlar (Lines to Reverse). No stock movement is created. List: Hizmet Kabul Geri Almaları (Service Receipt Reversals).

Related

• Return to supplier
• Goods receipts