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Single PO Return

Learn about the process of verifying original invoices and handling returns efficiently, including steps for credit entry and approval.

By Rose Gomez

In this guide, we'll learn how to verify returns by checking the payment status of the original invoice. This process involves searching for the invoice number to confirm payment and then saving the entry as a credit. We'll also cover how to handle the negative P and T numbers and the steps to approve returns without additional documentation.

Let's get started

Returns must be verified to ensure we paid the original invoice. This is the original invoice number, so we need to proceed to Sage 100 to confirm it was paid. If the original was not paid or short paid for this item, we don't want to take the credit, or we will need to pay it back on a future payment.

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The original invoice number is listed in the body of the Invoice.
Step #1: The original invoice number is listed in the body of the Invoice.
2
In Sage 100 Double-click on "Invoices "
Step #2: In Sage 100 Double-click on "Invoices "

Search for the invoice number.

3
Click here
Step #3: Click here
4
Click here
Step #4: Click here
5
Click on "Options"
Step #5: Click on "Options"

Yes, we paid for this item.

6
Type "3474464+ Enter"

Verify original invoice was paid with this part included. It was, so we can go ahead an enter the credit.

7
Click on "New Invoice"
Step #7: Click on "New Invoice"

8
Type PO "2310111-fan2 + Tab"
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Select the line item returned
Step #9: Select the line item returned
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Change the "0" to "-1"
Step #10: Change the "0" to "-1"
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Click here
Step #11: Click here
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Type "-1 + Enter"
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Click on "Add To Invoice"
Step #13: Click on "Add To Invoice"

Returns don't need to be documented.

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Click on "Yes"
Step #14: Click on "Yes"
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Agree to the "Job is Complete" warning
Step #15: Agree to the "Job is Complete" warning
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Click here
Step #16: Click here

You can use the Approve button or use CTRL + A.

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Type "Ctrl + A"
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Type "Enter"