Purchase Returns at the Original Cost: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for the processing of purchase returns at the original cost, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
Before you begin processing purchase returns at the original cost, you should make sure the needed settings have been specified, as summarized in the following checklist.
Form | Criteria to Check | Notes |
---|---|---|
Make sure that the basic inventory and order management preferences are configured, as described in Configuration of Order Management: General Information. | ||
Purchase Orders Preferences (PO101000) form | Make sure the Process Return with Original Cost check box is selected. | By default, the system copies the state of this check box to each purchase return that is created. (You can change the way to specify the cost in an individual purchase return by selecting the Cost by Issue Strategy or Manual Cost Input options on the Purchase Receipts (PO302000) form.).) |
Settings that Affect the Workflow
You can affect the workflow of processing purchase returns at the original cost by specifying additional settings as follows:
- To automatically create debit adjustments on release of purchase returns, select the Create Bill check box on the Purchase Orders Preferences (PO101000) form. By default, the state of this check box is copied to each purchase return that is created. If the check box is cleared in a purchase return document, you can select it before releasing a purchase return.
- To set up the system to automatically release debit adjustments that are generated, select the Release AP Documents Automatically check box on the Purchase Orders Preferences form.
Testing of Settings
To make sure that all settings are configured correctly, we recommend that you process a purchase return at the original cost, as described in the Purchase Returns at the Original Cost: Process Activity.