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Internal return

To record an internal return

Open: Stock Control > Returns > Internal Return.

1. Select the Stock item.

2. Enter details on the following tabs:

   Details

   • If you are using more than one location to store your stock, select the location you want to record the stock item return to using the Warehouse drop-down list.
   • Select the Internal area the item has been returned from, using the drop-down list.
   • Enter the Quantity of stock returned (up to five decimal places).
   • Accept or amend the movement Date.
   • Enter References for the movement (optional).
   Analysis

   • If required, select the Value for the relevant Analysis codes from the drop-down lists.

     Click New valueto add a value to this analysis code.

     Note: You must have selected Add New on entry when setting up analysis codes in Accounting System Manager.

   • Enter text into the Memo box if you want to supply supplementary information about the transaction (optional).
   • If the system is set to post to the Nominal Ledger, specify the Nominal posting accounts.
     • Accept or amend the displayed nominal accounts.
     • Enter a Narrative description to be applied to the nominal postings (optional).
   Stocking Levels

   Use this tab to enquire on warehouse stocking levels.

   • Select the location you want to enquire on from the Warehouse drop-down list. The stocking levels are displayed.
   • Click Save or Proceed for batch/serial numbered items.

3. Record returned batch/serial numbered items, if applicable.

   To record returned batch/serial numbered items

   • Select the returned batch/serial numbered items by clicking the check box to the left of an item record.
   • Batch only: Enter the returned batch quantity in the New Quantity column, expressed in the item's stock unit.
   • During this activity other processes can access and secure the displayed batch/serial numbered items. When this occurs, the numbered item is displayed red. You will need to select another numbered item from the displayed list.
   • To record additional items, click Add New.
     • Enter a batch/serial number for each item and the additional information if applicable (alternative ref, sell by date and use by date).
     • Batch item only: Enter the batch quantity, expressed in the item's stock unit.
   • Click OK.

   Tip:

   When dealing with batch/serial numbered items you can also use:

   • Auto select: The system selects the items for you starting with the first item and continues in the order in which they are displayed until the required quantity is satisfied.
   • Find: To search for batch/serial numbered items.
   • Show details: To view further information such as the item's supplier and goods in details.
   • Refresh: To update the status availability of displayed items when items have been secured by other Sage 200 processes.

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