Return to Stock Page

Use this page to return filled stock items to inventory for requests in the current fiscal year, as determined by the Fund Accounting Profile. You can return all stock items from a request or limit the returns to selected line items. In either case, processing a return has the following effects:

• Updates the available stock in your Inventory Catalog.
• Adjusts the catalog's back ordered and yeartodate usage quantities.
• Reduces a line item's quantity by the number of items returned.
• Creates a transaction record for the stock items returned. These records can be reviewed using the following Warehouse Inventory option: Detailed Displays > Inventory Transactions.
• Reverses charges in Fund Accounting when you run Warehouse Inventory's Process General Ledger Charges option.

Menu Path:  Warehouse Inventory > Entry & Processing > Warehouse Inventory > Warehouse Administration > click Return to Stock

Action Bar Items

The Return to Stock page's Action Bar displays the following items after you select a request in the Request Information section:

Following are the steps for using the Return to Stock page's action items, Return All and Return Line:

Listing stock items for a request

1. Select Warehouse Inventory > Entry & Processing > Warehouse Inventory > Warehouse Administration to display the Warehouse Administration page.
2. Click Return to Stock to display the Return to Stock page.
3. In the Request Information section's Request Number field, enter the request record containing the items you want to return, and then click OK.
   • In the Request Information section, the request's header displays.
   • In the List section, the system displays all line items that have been fully or partially filled.
   • On the Action Bar, the Return All and Return Line action items display.
4. Review the displayed line items.
   • The system lists the line items based on the fill transactions associated with them. Pay particular attention to the Filled and Fill Date fields for each line item.
   • Some items may display more than once, for example, if the line item was filled in installments.

Returning quantities for all stock items in a request

1. Complete the procedure for listing a request's line items.
2. Click Return All on the Action Bar.
3. In the Confirmation dialog, click Yes.
4. In the Processing dialog, click OK when the process is complete.
   The Filled quantities for the request's line items will be set to 0.0000.
5. Click Back to return to the page's Request Information section.
6. When the processing is complete, you can close the Processing display by clicking OK. You go back to the Return to Stock page.
   The system processing is reflected for the listed request line items which now have Filled quantities of 0.00.

Returning specified quantities for selected line items

1. Complete the procedure for listing a request's line items.

2. In the List section, select the line item, and then click Return Line on the Action Bar.

3. In the Line Item Return Information section's Quantity to Be Returned field, enter the number of units to return.
   If you return all the filled units that are displayed, the system also clears all back orders associated with the request line item. In this case, proceed to Step 5.

4. In the case of a partial return, use the Zero Back Order checkbox to indicate whether the system should clear all back orders for the line item. Select the box to clear back orders.

5. Click OK.

6. In the Confirmation dialog, click Yes.
   The system processes the transaction, and the update is reflected in the line item's Filled field.

7. To update another line item for the same request, repeat Steps 2-6.
   or
   To return to the Request Number field to select another request, click Back.