RTS- STEP 2A- PINNACLE - When we cant do negitive P.O
If P.O was cancelled or item not invoiced ( cancelled between work order and sale ) then we cant do a credit purchase order
so in this case we have to do a MISC P.O (zero amount) to create the paperwork to return the item back
These are the PUBLIC NOTE LINES WE ADD
RETURN FOR CREDIT
JJ SALESPERSON :
JJ ORIGINAL P.O:
PART TYPE : (this is from brief description of part on RTS doc)
REASON FOR RETURN :
JJ INFORMED/SPOKE TO :
RETURN TRANSPORT:
RMA : this is for ACM/Frank's only
==================================================
Now go back to orgional P.o and we will add a note to say that item has been returned
Related Articles
RTS - STEP 2 -PINNACLE SECTION
LINK TO GUIDE BRAD 13/09/23RTS - STEP 3 - XERO SECTION XXXXX
https://docs.google.com/document/d/1nn98HmnFxdUF9SUXquXDH8et6PclGxYkUL-Nsl-D6-4/edit in step 1 - we action and note that a return must be done in step 2 -we action in pinnacle the physical return of the goods in step 3 - we adjust amount in Xero so ...RTS BAYS WEEKLY STOCK TAKE PROCESS
LINK TO RTS BAYS FORM (Google sheets) ---------------------------------------------------------- PURPOSE We want to check if items that we have marked for return are being returned on time ,this reduces issues with suppliers not accepting returns ...A/P- P.O SUPPLIER EOM STATEMENTS XXXXXXXXXXXXXX
https://docs.google.com/document/d/1Huj_A11Nyc1CsjIDLuOkQJ9uZ64OZSO7ZG-u4IGx6Qk/edit?tab=t.0 VIDEO GUIDES How to check statements with missing credit invoice? How to check statements with missing invoice? WHY DO WE DO THIS ? We use the process of ...RTS - STEP 4- CREDIT PURCHASE ORDER SIGN OFF (CPO) XXXXXXX
https://docs.google.com/document/d/1um8Gz-OAs0doDMW4Tm_bl9xEulxbmPvrlFy2QLWzQIQ/edit LINK TO RTS MASTERLIST DOC LINK TO THE VIDEO RTS - STEP 4- CREDIT PURCHASE ORDER SIGN OFF (CPO) What is signed CPO and why do we do this ? When we arrange for goods ...