How to: Set Up Item Expired Process - Purchase Return

This setup and process is executed from the Purchase Return worksheet. The process will identify which method is executed based on the worksheet initiating the process.

The first step is to set up the inventory mask.

Item Expired Setup - Returning to Vendor - Inventory Mask Setup

  1. Go to Departments - LS Retail - InStore Management - Administration - Inventory Management - Inventory Mask Setup.

  2. To set up Item Expired - Purchase Return, fill in the fields in the Inventory Mask Setup table as described in the following table:

    Field Description
    Entry Type For returning to vendor, select Purch. Return.
    Template Here you select the template that the mask uses. The template depends on the entry type.
    Batch If the mask is using the Item Journal, this field refers to Item Journal Batch. If you select Entry Type Purchase, use the Purchase Requisition Worksheets Batch. Not used when the mask is using the following entry types: Picking, Receiving, Price Check, and Labels.
    Description Here you enter a description of the mask, for example Expired Lot No, - Return To Vendor.
    Store No. You select the store here, if there should be one worksheet per store.
    Handheld User Here you can specify a handheld user ID.
    Type of Entering Here you select an action for processing quantity in a journal line.

    The available options are:

    • Add to Qty - If the item has already been entered into the journal line the new quantity is added to existing quantity.
    • Change Qty - If the item has already been entered into the journal line, the new quantity replaces the existing quantity.
    • Add new line - A new journal line is entered at every scan.
    Unit Here you can select the unit of measure that the worksheet uses when automatically completing the unit of measure of a new line.

    The available options are:

    • Base Unit - Uses the item's Base Unit of Measure.
    • Purchase Unit - Uses the item's Purchase Unit of Measure.
    • Sales Unit - Uses the item's Sales Unit of Measure.
    Source Code Here you select the source code for the current inventory mask.
    Reason Code Here you give the mask a Reason Code, for example -ADJM. that stands for negative adjustments.
    Inv. Adjust. Group Here you can specify the inventory adjustment group that specifies if posting is to be done to other than the standard inventory adjustment account.
    Location The system fills in this field automatically by taking the value from the Store Code.