For information on the Receiver (RC) transaction, refer to the "Receiver (RC)" topic. For information on the Receiving Search tool, refer to the "Receiving Search (RCSRCH)" topic. For information on the Claims Tracking (CLMTRK) page, refer to the “Claims Tracking (CLMTRK)” topic.
Upon original receipt of stock items, to identify items to be returned to a vendor, perform these steps:
Open the Receiving Search page.
Search for the order that corresponds with the items being received.
Select the commodity lines that you want to receive.
Click Select Lines to Receive. Result: You are taken to the Receiving Search - Select Lines page.
Select the commodity line(s) that corresponds to the item(s) being received. Select Receive All Lines if all lines are being received.
Click Receive. Result: You are taken to a new Receiver (RC) transaction that is automatically created for you in Draft Phase.
Complete the Header tab.
On the General Information section, the following fields are required and some may already be populated for you: Referenced Transaction Code, Referenced Transaction Department, Referenced Transaction ID, Receiving Location, Received Date, and Receiver.
On the General Information section, the following field is conditionally required based on site specific setup on the Transaction Control (DCTRL) table: Transaction Name.
The Return Items to Vendor field is checked.
Complete the Vendor tab.
Expand the Vendor tab.
On the General Information section, the following field is conditionally required based on site specific setup on the Transaction Control (DCTRL) table: Vendor Code.
The following field is required if a non-miscellaneous vendor is selected: Address Code.
The following fields are required if a Vendor Contact ID is not entered: Vendor Contact Name and Vendor Contact Phone.
Complete the Commodity tab.
Expand the Commodity tab.
On the General Information section, most required fields were populated for you when the RC was created. However, you may change specific values, if needed. The following fields are required: Line Type, Referenced Award Line, and Shipment Indicator.
The following fields are required if the Line Type is Item: Received Quantity and Unit.
The following field is required if the Line Type is Service: Received SC Amount.
The following field is conditionally required, based on site specific setup on the Transaction Control (DCTRL) table: CL Description.
The following field is conditionally required, based on site specific setup on the Procurement Transaction Control (PRDOC) table: Commodity.
The SDS Received check box must be selected, if the SDS Required check box is selected.
The Condition field and Reason field can be conditionally required. See below Step 10 for more information.
The following field is populated based on the same field in the Header tab: Return Items to Vendor.
Enter a Return Merchandise Authorization # (if available), Return Authorization Instructions (if applicable), and a Rejected Quantity greater than 0.
Repeat the above given steps if there is more than one commodity line being received and/or items being returned.
*Note: The Condition field and Reason field can be conditionally required if any of the following are true.
The Received Qty does not match the Ordered Qty.
The Received SC Amount does not match the Ordered SC Amount.
The Rejected Qty is not zero.
The Received Indicator is Partial.
Click Validate to validate for errors.
Click Submit to submit the transaction. Upon successful submission of the transaction, an associated Claims Tracking (CLMTRK) record is created. The Claims Tracking Number in the Commodity tab of the RC transaction has been updated. To generate a form to display the detail information of the quantities returned to the vendor, select the Print action button. On the Print page, select the Return Items to Vendor form and select the Print link.