How to Print Supplier Returns in X3

The supplier return document is paperwork that can be generated to travel with
the cargo in instances whereby you are returning goods to your vendor

Step 1: Create the Supplier Return Record

Go to Purchasing/ Returns/ Returns

Click on the new button

Return Site: define the applicable warehousing site from which the inventory
is being returned
Return date: defaults to todays date, can be manually updated
Return: system generated return ID number
Buyer: defaults to the user ID of the person creating the return
Supplier: define the supplier ID number of the person to whom the return is
being generated
Address: define the appropriate address code for the supplier to which the
goods should be returned
Authorization number: if the vendor provides you with a return authorization
number is can be defined here

Lines section

Click on the Receipt Selection tray in the left-hand list

Select the receipt record for which the goods you are returning were originally
received.
o When this receipt is selected in should define many of the fields in
the lines section
Fields that will need to be updated
o Return reason: select applicable reason for the return
o Quantity: if the returned quantity does not match the original receipt
quantity this field will need to be updated
o Reinstatement: if you wish for the purchase order to which the
return corresponds to be reopen set this field to Yes
o Credit memo hold: if you anticipate receiving a credit memo that
corresponds to this return set this field to Yes

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Screenshot of the Returns maintenance screen

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Step 2: Printing the Return documentation

There are two options for printing the return documentation

o File/Print/Record
o Click on the printer icon in the menu bar

Note: you have the ability to print two different return documents from this
menu
o Supplier Return Picking List this document can be printed prior to
validating the return record. It is useful if you have need to provide
your warehousing personnel with instructions on which inventory to
set aside for return.
o Supplier Return this document is printed once the return has
been validated. It is customarily printed and travels with the cargo
that is being returned to the vendor.

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 The supplier return picking list will be pulled up in a Crystal Report.
To print this document to the local printer, click on the printer icon in the upper
left-hand corner of the screen.
Once this document is printed, mark up the document with a red pen
indicated the respective changes that you wish to be made to the document
and then provide the document to the person at your company responsible for
making the Crystal report changes.

Screenshot of Supplier Return Picking List

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 After the return record has been validated back at the return menu the
supplier return document can now be printed
The supplier return will be pulled up in a Crystal Report.
To print this document to the local printer, click on the printer icon in the upper
left-hand corner of the screen.
Once this document is printed, mark up the document with a red pen
indicated the respective changes that you wish to be made to the document
and then provide the document to the person at your company responsible for
making the Crystal report changes.

Screenshot of Supplier Return