Goods return to suppliers

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Goods return is a process where a company returns goods to a supplier for a good reason. For example, poor quality or delivery of a wrong item.

1C:Drive supports the following process steps:

Set up the goods return process.
Adjust a supplier balance.
Record goods return.

You can choose the documents that adjust a supplier balance and record goods return. Choose the documents and sequence of these two steps depending on your business scenario. 1C:Drive supports the following business scenarios:

#	Business scenario	Description
1	Debit note only	Create one debit note to do both: adjust a supplier balance and record goods return to a supplier. For example, this scenario applies if the same manager adjusts a supplier balance and records the goods return at the same time.
2	Goods issue first, then debit note	First, create a goods issue to record the goods return to a supplier. Then create a debit note to adjust a supplier balance. For example, this scenario applies if a procurement manager adjusts a supplier balance only after the company returns goods and a warehouse manager records the goods return to the supplier.
3	Debit note first, then goods issue	First, create a debit note to adjust a supplier balance. Then create a goods issue to record the goods return to a supplier. For example, this scenario applies if a procurement manager adjusts a supplier balance first, then the company returns goods and a warehouse manager records the goods return to the supplier.

Decide which business scenario you want to follow. Then set up the goods return process accordingly. See Setting up goods return process.

Setting up goods return process

Set up your company's accounting policy depending on the business scenario that you want to follow:

Business scenario	Accounting policy settings
Debit note only	Go to Company. Under Accounting settings, click Accounting policy. Double-click your company's accounting policy effective now. Open the Advanced inventory management tab. In the Purchase return flow section, select the Debit note posts all entries, including inventory option.
Any of the following: Goods issue first, then debit note Debit note first, then goods issue	Go to Company. Under Accounting settings, click Accounting policy. Double-click your company's accounting policy effective now. Open the Advanced inventory management tab. In the Purchase return flow section, select the Debit note document posts supplier balance, Goods issue posts inventory entries option.

To learn more about business scenarios, click here.

To learn more about accounting policy, see Accounting policy.

Adjusting supplier balance

If your business scenario is "Goods issue first, then debit note", see Recording goods return first. Then go back to this section.

To adjust a supplier balance, create a debit note with Operation = Purchase return. There are several options for creating debit notes. Choose an option depending on the business scenario defined in your company's accounting policy (see Setting up goods return process). The following table shows business scenarios and options that match them:

Business scenario	Options
Any of the following: Debit note only Debit note first, then goods issue	To create a debit note for a certain supplier invoice, open a supplier invoice and click Generate > Debit note. To create a single debit note for multiple supplier invoices, in the Supplier invoices list, select supplier invoices and click Generate > Debit note. You might select supplier invoices that differ in details such as Supplier or Contract. In this case, a combined debit note is created for each group of supplier invoices with the same details. To create a debit note manually from scratch, in the Debit notes list, click Create.
Goods issue first, then debit note	To create a debit note for a certain goods issue, open a goods issue with Operation = Purchase return and click Generate > Debit note. To create a single debit note for multiple goods issues, in the Goods issues list, select goods issues with Operation = Purchase return and click Generate > Debit note. You might select goods issues that differ in details such as Counterparty or Contract. In this case, a combined debit note is created for each group of goods issues with the same details.

For details on how to create debit notes, see Debit notes.

After you create a debit note, consider your next step. If your business scenario is "Debit note first, then goods issue", see Recording goods return. If otherwise, the goods return process is completed.

Recording goods return

This section is applicable to the following business scenarios:

Goods issue first, then debit note.
Debit note first, then goods issue.

If your business scenario is "Debit note first, then goods issue", see Adjusting supplier balance first. Then go back to this section.

To record goods return to a supplier, create a goods issue with Operation = Purchase return. There are several options for creating goods issues. Choose an option depending on the business scenario defined in your company's accounting policy (see Setting up goods return process). The following table shows business scenarios and options that match them:

Business scenario	Options
Goods issue first, then debit note	To create a goods issue for a certain supplier invoice, open a supplier invoice and click Generate > Goods issue (Purchase return). To create a single goods issue for multiple supplier invoices, in the Supplier invoices list, select supplier invoices and click Generate > Goods issue (Purchase return). You might select supplier invoices that differ in details such as Supplier or Contract. In this case, a combined goods issue is created for each group of supplier invoices with the same details. To create a goods issue manually from scratch, in the Goods issues list, click Create.
Debit note first, then goods issue	To create a goods issue for a certain debit note, open a debit note with Operation = Purchase return and click Generate > Goods issue.

For details on how to create goods issues, see Goods issues.

After you create a goods issue, consider your next step. If your business scenario is "Goods issue first, then debit note", see Adjusting supplier balance. If otherwise, the goods return process is completed.

Goods return diagram

The following diagram illustrates the steps of the goods return process depending on a company's business scenario:

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