Returning Goods

FPARTRN

Use the process described below to return goods that are damaged or incorrect or that have been ordered in error, to the vendor.

• The buyer contacts the vendor to arrange for the return of goods and to obtain a Return Authorization number.

• The buyer, or another designated person in the Department/Division, completes a shipping memo that specifies either the shipping address for the return or states that the item is to be held for pickup. Refer to the Return Authorization number on the shipping memo.

Important: If the item is to be shipped back to the vendor, it must be properly packaged. Include a copy of the shipping memo.


Important: If the item you are returning has been invoiced, the invoice must be cancelled prior to completing the return. Alternatively, a credit memo can be issued.

• If your unit handles their own shipping, arrange for the item and the shipping memo to get to the proper location.

OR

• When the vendor’s designated carrier picks up the item, obtain the driver’s signature on your copy of the shipping memo to document the transaction.

1. In the Go To... field of the Banner Menu Form, type FPARTRN. Type <return>.
    
2. Type NEXT in the RETURN CODE field and type <TAB> Next Field.
    
3. Enter your Purchase Order Number in the PURCHASE ORDER CODE field.
    
4. Type [control page down] Next Block. VENDOR information defaults from PO. You may only change the address if the address you are using exists in the Banner address table for this vendor. You use this form to document the return. It is NOT a shipping document, so the address need not accurately reflect the vendor’s address for the return shipment.
    
5. Cursor is in the CARRIER field. This is an optional field. You may enter the name of the carrier who will be performing the shipment. You can use [F9] List function to access FTVCARR Carrier List Form and type [F10] Save when you find your carrier in the list.
    
6. <TAB> through the ADDRESS TYPE and SEQUENCE NUMBER fields.
    
7. <TAB> Next Field to BILL OF LADING field and enter your Bill of Lading number, if you are shipping the item(s) back via common carrier.

8. To enter Document Text, select Document Text [FOATEXT] from the Options Menu, or Right-Click Options-Document Text. The system will go to FOATEXT General Text Entry Form. Include your name, phone #, and any text messages. Refer to Text Entry: FOATEXT to view detailed instructions for entering text in Banner. After entering text in FOATEXT, type [F10] Save, click on the Save icon, or Right Click - Save. Then type [control q] Exit Screen, click on the Exit icon or Right Click - Exit to return to the Returned Goods Form.
   
9. To go to the Commodity Block, click on Options Menu -Returned Goods Information, Right Click - Returned Goods Information, or type [control page down] Next Block.
    
10. Enter the PO Line Item Number in ITEM field, then <TAB> Next Field. The description will default from the PO, as will the quantity that has been received, rejected, or returned to date.
     
11. <TAB> Next Field to the REASON field. Type [F9] List to lookup and retrieve your Reason Code. Highlight the correct Reason Code and click OK or hit the Return key.
     
12. Enter the QUANTITY RETURNED.
     
13. If you are returning more than one commodity, use the arrow down key to a new record to enter the next line item number.

14. Type [F10] Save, click on the Save icon, or Right Click - Save. Then type [control q] Exit Screen, click on the Exit icon or Right Click - Exit to complete the Return transaction and return to the Banner Menu Form.