The requestor wants to return items that were issued to them by entering a Stock Return (SN) transaction for the requested (returned) stock items. Once the transaction is submitted, the Stock Return transaction updates the Inventory table, updating the On Hand Information.
From the Transaction Catalog find the SRQ for which items need to be returned from.
Copy Forward from the SRQ to the SN.
Complete the Header tab.
The Transaction Name and/or Transaction Description can be conditionally required with the Transaction Control (DCTRL) table.
If the current Application Date should not be used, then manually enter the correct date in the Record Date field.
If the default Fiscal Year should not be used, then manually enter the correct year, (that is, prior year or next year), in the Fiscal Year field. Any manually entered year will be used on all accounting lines unless manually entered at that level.
If the default Accounting Period should not be used, then manually enter the correct accounting period, (that is, prior period or next period), in the Period field. Any manually entered period will be used on all accounting lines unless manually entered at that level.
Enter the Returning Unit.
Enter the Return Code.
Enter the Returned By and/or Issuer Information.
Complete the Commodity tab.
Click the Commodity link from the secondary navigation panel or the Commodity bar in the transaction.
Enter the Return Quantity.
Select a valid Inventory Location if the Track Quantity By Location flag is checked on the INVN page for the selected stock item/warehouse combination. If the Track Quantity By Location flag is not checked, then leave this field blank and it will default to the Inventory Location with the highest priority on the Inventory by Location (ILOC) page.
Complete the Item Location tab.
Complete the Accounting tab.
Click the Accounting link from the Secondary Navigation Panel or the Accounting bar.
(Optional) Enter an Event Type, using the Event Type pick list icon. If a default was selected on AETDC, then this value will infer during transaction validation when the Event Type is blank.
Enter the Reference Accounting Line number.
Enter the Line Amount.
If budget lines are required, as defined on BUDREQ (Budget Requirements), the Fund and Detail Accounting elements must be valid budget lines for those budget structures.
Alternatively, if an accounting template has been configured on ACTPL, enter the Accounting Template Code.
Notes:
The Accounting tab's Total Line Amount must equal the total from the Commodity tab.
Fiscal Year and Period will default to the Application Date, unless otherwise entered.
Budget Fiscal Year will default to the Application Date or as configured on the BFYINF, APBYINF or APBYFINF2 unless otherwise entered.
The Accounting Elements will default from the referenced transaction.
Click the Validate button to validate for errors.
If errors exist, fix the errors and repeat Step 6. If no errors exist, then continue with Step 8.
Click the Submit button to submit the transaction.