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Return goods to the supplier

Task
Module
Procurement
Menu path
Satın Alma › İade Yönetimi › Tedarikçi İade Talepleri · Mal Kabulünü Geri Al (Procurement › Return Management › Supplier Return Requests · Reverse Goods Receipt)
Screen route
/erp/procurement/receipt-reversals/new
Required permission
erp-procurement-return-requests.create (talep açma)
erp-procurement-return-requests.approve (talebi onaylama — talebi açan kişi onaylayamaz)
erp-procurement-receipt-reversals.create (geri alma / Tedarikçiye İade Et)
Prerequisites
  • The goods to be returned exist as a goods receipt line and that line has not been reversed before.
  • The line's stock is available in the goods receipt's warehouse / storage location.

A return request is the decision made before the goods are sent and does not change stock; stock is reduced with the goods receipt reversal. A request is not mandatory: to correct an incorrectly posted goods receipt, you can select the goods receipt on the Satın Alma › İade Yönetimi › Mal Kabulünü Geri Al (Procurement › Return Management › Reverse Goods Receipt) screen and reverse it directly.

Steps​

  1. Open the goods receipt details and click Tedarikçi İade Talebi (Supplier Return Request).
    ClickTedarikçi İade TalebiExpected: The Yeni Tedarikçi İade Talebi (New Supplier Return Request) form
  2. Enter the İade Nedeni (Return Reason; mandatory), add a Açıklama (Description) if needed and select the check box of the line to be returned (e.g. AMB-0001 satırını talebe ekle (add line AMB-0001 to the request)). The line is returned as a whole.
    Enterİade NedeniValue: Hasarlı ürün — ezik bidon
    New supplier return request
    1. 1Return reason (required)
    2. 2The whole line is returned
    3. 3Requester cannot approve
    4. 4Open Request — stock unchanged
  3. Click Talebi Aç (Open Request).
    ClickTalebi AçExpected: TIT-… Onay Bekliyor (Pending Approval); 'Kendi açtığınız talebi onaylayamazsınız; kararı başka bir yetkili verir.' (You cannot approve a request you opened yourself; another authorized person makes the decision.)
    Supplier return request awaiting approval
    1. 1Status: Awaiting approval
    2. 2Approve — another authorized user
    3. 3Reject — reason required
    4. 4Segregation of duties
    5. 5Reversals written from this request
  4. Another user with approval permission opens the request and clicks Onayla (Approve) (to reject, Reddet (Reject) with a reason).
    ClickOnaylaExpected: Status Onaylandı (Approved); Tedarikçiye İade Et (Return to Supplier) button
    Return request — approver view
    1. 1Approve — someone other than the requester
    2. 2Reject — reason required
    3. 3Requested by
  5. On the approved request, click Tedarikçiye İade Et (Return to Supplier). The form opens filled in with the goods receipt, line and reason.
    ClickTedarikçiye İade Et
  6. Decide on the Siparişi yeniden aç (Reopen order) check box: leave it selected if the supplier will send a replacement; clear it if not (the order is closed). Click Geri Almayı Kaydet (Save Reversal).
    ClickGeri Almayı KaydetExpected: 'Mal kabul geri alma işlemi kaydedildi. Belge No: MKG-…' (Goods receipt reversal saved. Document No: MKG-…) and the new status of the order
    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
  7. In the request details, check that the status is Kapandı (Closed) and that the reversal document is in Talepten Yazılan İadeler (Returns Posted from the Request).
    VerifyKapandı
    Closed return request with reversal
    1. 1Status: Closed — all lines returned
    2. 2Decided by
    3. 3Returned quantity
    4. 4Reversal written from the request
Result
The reversal document MKG-yyyy-nnnnnn posts a stock issue (Giriş Geri Alma (Receipt Reversal)); the order's Received quantity is rolled back. If Siparişi yeniden aç (Reopen order) is selected, the reversed quantity is expected again (order Kısmi Teslim (Partially Received)); if it is cleared, the order becomes Kapatıldı (Closed). When the last line is returned, the request becomes Kapandı (Closed).

What you need to know​

  • A reversal is per line and in full: "Kısmi geri alma bu sürümde desteklenmiyor." (Partial reversal is not supported in this version.) To return 5 units of a 120-unit line, those 5 units must have been entered as a separate allocation at the goods receipt; otherwise, reverse the line in full and re-enter the remainder with a new goods receipt.
  • The person who opened the request cannot approve it ("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.)). A return cannot be posted from an unapproved request.
  • To give up the return of the remaining lines on an approved request, use Kapat (Close; reason mandatory); to abandon a request that has not been decided, use İptal Et (Cancel).
  • A subcontracting goods receipt cannot be reversed.
  • The return invoice belongs to Finance (Satın Alma › İade Yönetimi › İade Faturaları (Procurement › Return Management › Return Invoices)) and is outside this guide.