Goods Confirmation Cancellation and Return Delivery Process Overview

Navigate through canceling and returning goods confirmations efficiently with clear step-by-step instructions. Learn when and how to cancel or return items due to errors or unnecessary orders, ensuring a smooth procurement process. The process includes highlighting, deleting, checking for errors, and confirming cancellations in your Purchase Order Work List (POWL).

• Goods Confirmation
• Cancellation
• Return Delivery
• Procurement Process
• Error Handling

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Uploaded on Aug 04, 2024 | 1 Views

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1. Cancel Goods Confirmation Overview Occasionally it may be necessary to Cancel/Delete a Goods Confirmation. Reasons for cancellation could be: Incorrect quantity was entered or confirmed against incorrect PO number General error of any type made in the confirmation process Goods Confirmers may cancel: All items on a Goods Confirmation Only specific lines on a Goods Confirmation The quantity confirmed for a given line item cannot be altered. If a specific quantity is incorrect, the entire line must be canceled. Canceled line items return to the purchase order. Note: If items are to be returned to the supplier, use the Return Delivery process which follows this section. 1

2. Begin Cancel Goods Confirmation 1. Highlight any line of the Goods Confirmation to be canceled from your POWL 2. Click Delete/Cancel 3. Click Yes 2

3. Cancel Goods Confirmation The document is entitled Cancellation with unique document number. TIP: Multiple line items can be canceled by holding the CTRL button and selecting items. 3

4. Finish Cancellation Goods Confirmation 4. After highlighting items to be canceled, click Check for errors. Click Confirm to finish. Cancellation resides in your POWL with other documents. 4

5. Return Delivery Overview Occasionally it may be necessary to physically return items to the supplier. Reasons for Return Delivery could be: Damaged goods or incorrect item discovered after Confirmation created Department determined item was not needed Goods Confirmers may perform Return Delivery for: All items on a Goods Confirmation Specific lines on a Goods Confirmation Partial quantity within a line item Lines for return items return to the purchase order. 5

6. Begin Return Delivery 1. Highlight any line of the Goods Confirmation from your POWL to be returned 2. Click Return Delivery 6

7. Return Delivery The document is entitled as a Return Delivery with a unique document number. If you are returning item and not expecting a replacement, click Last Delivery to close line item and encumbrance. If needed the Return Quantity can be decreased facilitating a partial quantity return . 7

8. Return Delivery Reason for Return Note A Reason for Return Delivery must be selected under the Notes and Attachment s tab. Select Add Reason for Return Delivery Select reason from dropdown. Add Item number. Click Save. 8

9. Finish Return Delivery After review, click Check for errors. Click Confirm Return to finish. The Return Delivery document resides in the POWL with other documents. If a replacement item is received, create a new Goods Confirmation as normal. 9