Surplus Returns - Update

Use the Surplus Returns - Update screen to update a surplus return.

The Surplus Returns - Update screen is accessed from the Surplus Returns screen by hovering over a Return Number and selecting Update from the pop-up menu then selecting Post return to G/L and update Part Master.

Search fields on the Surplus Returns - Update screen are:

Field Description
Billing Run Date Set the date for the billing run.
Customer Number

The special customer number to be assigned to the inventory count parts invoice (e.g. INVCNT01).

The chosen customer profile must already exist.

Invoice Number Any invoice number you would like to assign.
Salesperson The salesperson assigned to the customer's account.
Return Part for this Vendor

The part number to be used on the invoice for accounting purposes.

The special part number must already be set up in the part master.

Printer The printer selected to print the inventory count.
or PDF Creates a PDF file of the inventory count reports, which can be viewed via the PDF Viewer.

The report produced is:

PAR094N Surplus Return

Use these buttons to complete your work on the Surplus Returns - Update screen:

  • Click Continue to update the surplus return.

  • Click Close to close the Surplus Returns - Update screen and return to the Surplus Returns screen.

Security: 828 - Product Support - Parts Surplus Return

Revision: 2026.01