Rtv

Overview

This document will cover the basics of an RTV (Return to Vendor). The aim of this article will be to walk you through the different ways you can create an RTV within Savance Enterprise.

Standalone RTV

Creating a standalone RTV is the simplest way to create a new Vendor Return. A standalone RTV will not be linked to a PO or associated with a past RMA. You will use a standalone RTV for the case that you would like to send back dead or overstocked items or if you can’t find the PO the original material was ordered on.

Create and Convert Vendor Return

• Order -> New -> Vendor Return / RTV

  

• Specify the vendor you are returning the items to

  

• Choose a shipping method

  

• Enter the quantities and Part Numbers of the items you are returning

  

• Ensure the net price per item is what you paid for it, referencing a previous PO or pricing history as needed to ensure you are getting the full credit amount due from the vendor

• Convert

  

Ship Material to Vendor

• Credit Memo received by AP from Vendor

• AP creates Vendor Credit

• PT will print in the WH - Marked RTVPT

• Pick the material and stage the material according to your internal WH procedure

• Two copies of the packaging list will print

• If you are shipping via UPS, get your copy of the packaging list to your crediting department. This will be their trigger to create a vendor credit.

• If you are delivering the material locally, have the vendor sign your copy for proof of delivery and deliver the signed copy to your crediting department. This will be their trigger to enter a vendor credit.

• Post to delivered when the material has been received by the vendor

  

Create Vendor Credit

• Find the RTV in the open screen referencing the RTV number on the packaging list

• Open the RTV

• Status -> Double click on the shipper

• Check the “Credited” checkbox

  

• Save

  

• The RTV has now been credited and is complete

  

• You can find the newly created credit in the review bills/credits/debit memos screen

  

RTV Linked to 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 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

  

**Follow the shipping and crediting process explained in the “Standalone RTV” Process above to complete the RTV through the crediting stage**

RTV From Suspect on Hand Queue

The final way to create an RTV is via the Manage Suspect on Hand Utility. When the material is returned on an RMA and marked as bad or unknown, it is received into the suspect on hand queue so that it can be properly managed sometime thereafter. For the purposes of this document, we will focus on creating RTV’s from the suspect on hand queue.

Create Return Request

• Inventory -> Warehouse Manager -> Suspect on hand

  

• Manage suspect returned items

  

• Suspect on hand screen will populate with material that has been placed into the suspect on hand queue during a defined date range

  

• Add the vendor you are creating a return request for by clicking the “...” box and searching/selecting the vendor accordingly

  

• Add the quantity of the material you are returning and the location from which you are returning it from by clicking the “...” box

  

• Click apply

  

• Click the checkbox of the line item you were working on

  

• Process

  

• A return request has been created and can be found using the “Open” utility

Find and Convert Return Request

• Minimize suspect on hand queue and launch the “Open” utility

  

• Filter on vendor returns created today

  

• Open the return request. The information will all be entered for you.

• Choose the delivery method

• Verify pricing

• Convert

  

**Follow the shipping and crediting process explained in the “Standalone RTV” Process above to complete the RTV through the crediting stage**