Creating An Rtv From A Po

Creating RTV from a PO

If you have material on a PO that needs to be returned then this section will walk you through creating an RTV that is linked to a PO. Creating an RTV linked to a PO is helpful in the sense that it will automatically create the vendor return with the quantity, items and purchased price that was on the PO rather than manually entering them through the standalone RTV process described above. The RTV will also be linked to the PO via the links tab and can be referred to at any time in the future.

Open existing received PO

• Open the PO with item(s) you are looking to return to vendor

  

• History -> Return Order / Item button.

  

• This will create a New Vendor Return with the items and quantities from the PO auto-populated on the return

  

• You can delete lines or decrease quantities of items on the vendor return if you are returning fewer items than are on the original PO

• Choose a shipping method

  

• Convert