Returning Core Parts to a Vendor

The tasks to perform when returning core parts to a vendor are:

  1. Create a Return Customer.

  2. Create a Return Part.

  3. Create a Return Invoice.

If there is already a relevant return customer and/or return part in the system, you can skip these tasks.

Create a Return Customer

  1. Navigate to Customer Care > CRM > Customer Profile link.

    The Customer Profile: Listing screen appears.

  2. Click Create.

    The Customer Profile screen appears.

  3. Create the customer with RETURN001 in the Customer Number field and RETUR in the Search 1 field.

  4. Click Save.

    The Customer Profile screen appears.

Create a Return Part

  1. Navigate to Product Support > Parts > Parts Profile.

    The Parts Profile: Listing screen appears.

  2. Click Create.

    TheAdd Part screen appears.

  3. Enter the Part Number CORETURNXX, where xx is the location.

  4. Click Save.

    The Add Part screen refreshes, displaying added information fields.

  5. Enter a description (CORE RETURNS).

  6. Enter the Vendor G/L and select the proper Sales Account (one that has been set up for returns).

  7. Click Saveand then Close to return to the Your Parts Inventory screen.

Create a Return Invoice

  1. Navigate to Product Support > Parts > Parts Invoicing.

    The Parts Invoicingscreen appears.

  2. Click Create.

    The Parts Invoicing Header - Customer tab appears.

  3. Enter RETURN001 as the Customer Number and enter a Salesperson.

  4. Click the Details tab.

    The Parts Invoicing Details tab appears.

  5. Enter Cash Code 2 and the core Part Number you are returning.

  6. Enter the quantity in the Ord and Iss fields.


  7. Click Save.

    The system populates the remaining fields. The Part will be returned at cost.


  8. On the next line enter Cash Code 2 and CORETURN01 in the Part Number field.

  9. Enter a negative Ord and Iss value.

  10. Enter the Price to reflect the invoice Total.


  11. Click Save.


  12. Click Invoice, to print the invoice and make the appropriate entries to the parts pad and general ledger accounts.

Revision: 2026.03