Reject (Return) an Item in PeopleSoft

In this topic you will learn how to Reject (Return) an Item in PeopleSoft.


Note: When an item is returned, the vendor must be notified. The way that each Business Unit approaches this may vary. Therefore, the user should check his/her Business Unit's policy and procedures for returning goods to a vendor.

Click the Purchasing link.

Business Unit:

Your Business Unit should default into the field when working in Production.  If the Business Unit does not default into this field, enter it or select it by clicking the Lookup Business Unit button next to the Business Unit field. Then contact your Purchasing Superuser to ensure that your Business Unit defaults into this field when searching for future receipts. See below for a list of Business Units.


Enter the Business Unit. Enter "LSUSH".

You may enter or select one of the following search criteria to retrieve the Receipt:


• Receipt (ID) Number: The Receipt Number is generated after entering and saving the receipt. When working in Production, this is the number that you will record after entering a Receipt. See "Entering a Receipt for an Inventory Item" and "Entering a Receipt for a Non-Inventory Item" topics for details on obtaining a Receipt Number;

• Bill of Lading: The number entered in the Bill of Lading field when you entered the Receipt; or

• PO (ID) Number.


Caution: Searching only by Ship To Location, Vendor ID or Received Date, could result in a large list of receipts that takes a long time to run.

Enter the Receipt Number. Enter "103016".

Click the Search button.

Click the Collapse button to expand your workspace.

Click the More Details link.

Enter the Reject Qty. Enter "20".

Click the magnifying glass under the Reject Action field to view a list of Valid Values.


Click Reject Action button.

Select C to return the items for credit.

Click the magnifying glass under the Reject Reason field to view a list of Valid Values.


Click Reject Reason.

Click an entry from the Search Results table.


Note: If this is an over shipment that you are returning, you may select WRG - Wrong Goods or Service


Select DAM.

If you are given an RMA Number from the vendor, you may enter it in the RMA Number field.

Click the Save button.

Reject (Return) an Item in PeopleSoft

This completes Reject (Return) an Item in PeopleSoft.

Business Unit:

Your Business Unit


Enter the Business Unit. Enter "LSUSH".

The Receipt Number is generated after entering and saving the receipt. When working in Production, this is the number that you will record after entering a Receipt. See "Entering a Receipt for an Inventory Item" and "Entering a Receipt for a Non-Inventory Item" topics for details on obtaining a Receipt Number

Enter the Receipt Number. Enter "103016".

Enter the Reject Qty. Enter "20".

Click the Purchasing link.
Click the Receipts link.
Click the Add/Update Receipts link.
Click the Find an Existing Value link.
Enter the desired information into the Business Unit field. Enter
a valid value
e.g.
"LSUSH"
.
Enter the desired information into the Receipt Number field. Enter
a valid value
e.g.
"103016"
.
Click the Search button.
Click the Collapse (Ctrl+Y) Menu button.
Click the More Details tab.
Enter the desired information into the Reject Qty field. Enter
a valid value
e.g.
"3"
.
Click the Look up Reject Action (Alt+5) button.
Click the C link.
Click the Look up Reject Reason (Alt+5) button.
Click the DAM link.
Click the Save button.