Return to Supplier

You only need to run the conversion if you have used the Return to Vendor system and you are upgrading to SYSPRO 8 2019 R2

You can run the conversion right after upgrading to SYSPRO 8 2019 R2.

If you don't run the conversion and you attempt accessing any program within the Return to Supplier module, you will be prompted to do the conversion first.

If you are on any earlier versions (released before SYSPRO 8 2019 R2), you can continue to use the Return to Vendor (RTV) add-on module.

1. Upgrade to SYSPRO 8 2019 R2.
2. Access SYSPRO 8.

3. Run the RTS Conversion Check program by selecting the SYSPRO Button > Run a Program option and entering RTSUCC in the Program to run field. Then follow the prompts.

1. Triggers on Inspection

   Return to Supplier is triggered when an item fails incoming or in-process inspection and needs to be returned to the supplier.

2. Links to Purchase Orders

   The Return to Supplier document is linked to a purchase order to ensure full control of all information and traceability of the product history.

3. Return Material Authorization

   Once agreement has been reached with the supplier on the nature of the defects and quantity of items to be returned, the Return Material Authorization (RMA) voucher is issued to the supplier, detailing the collection of the defective product.

4. Updates Inventory

   Once the goods are held in a quarantine area and the defective material agreed for return, the items to be returned to the supplier are removed from the available stock, ensuring that stock is up to date.

5. Tracks Product Movement

   As soon as a product is processed for return to its supplier, the system can track its exact position in the supply chain.

6. Cost Management, GRN, Credit Notes and Purchase Orders

   Return to Supplier tracks variances between the cost of an item and the credit received. It allows for the creation of a GRN which can be matched against a supplier's credit note, and a purchase order for expected replacement items.

7. Reports

   • RTS Return Slip Print

     Prints a return slip that remains with the goods as part of the return to supplier process for the supplier (to identify the defective goods).

   • RTS Returns Report

     Keeps a record of all goods that have been returned in a specific period.

   • RTS Status Report

     Tracks the status of the returns and where they are along the supply chain.

1. Define the Key type and Case for RTS numbering.
2. Define a default product class for non-stocked items that are returned to the supplier at the Non-stocked product class setup option.
3. Select Create a credit for freight or handling to generate AP credit invoices for a supplier for freight and/or handling costs incurred by returning goods to the supplier.
4. Define the ledger accounts to which RTS distribution entries are posted at the General ledger accounts setup options.
5. Define the ledger accounts to which the GRN distribution entries are posted at the GRN suspense setup option.

1. If you've previously used the Return to Vendor system, you must run the RTS Conversion Check program from within SYSPRO 8 to use the Return to Supplier system.

2. Run the conversion by selecting the SYSPRO Button > Run a Program option and entering RTSUCC in the Program to run field.

   The table names and program fields will be renamed during the conversion.

   If you haven't run the conversion, you will be prompted to do the conversion when accessing any program that forms part of the Return to Supplier system.

You can return goods to suppliers by capturing a negative inventory receipt, by capturing a return merchandise authorization (RMA), by capturing a negative purchase order receipt or when capturing an RTS (when returning non-stocked goods).

1. Capture an RMA using the RMA Issues and Receipts Program: RMAP20 program and create an RTS transaction from the RMA to return the goods to the original supplier using the RTS from RMA program.

   or

   Capture and post a negative stock receipt using the Inventory Movements program and capture the RTS using the RTS from Inventory Receipt program.

   or

   capture a negative purchase order receipt using the Purchase Order Receipts program.

   or

   Capture an RTS for non-stocked goods using the RTS Review program.

2. Once created, search for and review RTSs using the RTS Review program. From this program you can do the following:
   • Specify freight and handling charges using the RTS Maintenance program.
   • Create a new or maintain an existing RTS using the RTS Maintenance program.
   • Add notes to the RTS using the Notepad program.

   • Accept or reject and thereafter post the RTS using the RTS Maintenance - Allow and Reject program.

   • When you accept the RTS a new purchase order is created.

3. Return slips can be printed individually using the RTS Return Slip Printing program or in batches using the RTS Return Slip Document Print program.

4. RTS details can be viewed using the Return to Supplier Browse program.
5. GRNs can be viewed using the Browse on GRNs program.
6. Obsolete RTS's can be purged using the RTS Purge program.

This is a new program that lets you purge obsolete RTS transactions.

This is a new program that lets you capture the detail required to return stocked items to the supplier once they have been removed from the inventory.

This program can be accessed from the Inventory Movements program after posting a negative inventory receipt.

This is a new program that lets you create an RTS from an RMA when stocked or non-stocked items that are returned by the customer, will in turn be returned to your supplier.

This program can be accessed when ending the RMA in the RMA Issues and Receipts Program: RMAP20 program; provided the correct selections were made when the receipting the RMA lines.

This is a new program that is displayed from the RTS Maintenance program when printing RTS return slips.

This program lets you create a new RTS when returning non-stocked items and/or maintain an RTS that was created using the RTS from Inventory Receipt program (accessed from Inventory Movements) or RTS from RMA program (accessed from the RMA Issues and Receipts Program: RMAP20).

This is a new program that lets you search for, view, maintain and action existing RTSs.

This is a new program that lets you browse RTS detail.

This is a new program that is displayed when you select Accept or Reject from the RTS Review pane of the RTS Review program.

This is a new program that lets you integrate the RTS journals to the General Ledger if automatic GL integration isn't enabled.

This is a new program that lets you generate and print RTS return slips that accompany the merchandise when it is returned to the supplier.

This is a new report that contains details of goods that were returned to suppliers.

This is a new report that lets you view and print RTS data and their current statuses.

This is a new report that lets you view and print RTS journal transactions.

This is a new business object that lets you query RTS data.

This is a new business object that lets you view the journals processed for RTS transactions.

This is a new business object that lets you query the status of an RTS.

This is a new business object that lets you print return slips for merchandise returned to the supplier.

An RTS purchase order update is processed when a receipt is posted.

You can now return stocked items to the supplier by posting a negative receipt. This loads the RTS from Inventory Receipt program for you to process the RTS inventory receipt.

The Return to Supplier option at the Inventory Action field lets you create an RTS for the return of stocked and non-stocked items to the supplier.

The RTS from RMA program is displayed when ending the RMA after selecting the Return to Supplier option at the Inventory Action field.

You can then capture the RTS detail.

The following indicates the possible status codes for an RTS transaction.