Internal return

Use an Internal Return to record stock items issued to an internal area back into the stock.

When dealing with batch/serial numbered items the items previously issued to the area are displayed. From the displayed list the items that have been returned are selected and recorded back into stock. Items that appear not to have been issued to the internal area can be recorded into stock during this activity. When recording batched items into stock, the batch quantity cannot exceed the quantity originally issued.

You can record when items are removed from stock to be used internally and you can reserve some stock to prevent it being sold.

  1. Create your internal areas, if you haven't already. A single default Internal area is created for you.
  2. To reserve an item, but don't remove it from stock, use the Internal Allocation screen. This reduces the free stock for this item at the warehouse.
  3. To remove a reserved item from stock, use the Issue Allocation screen. This removes previously reserved items from the warehouse, and reduces the stock at the warehouse.
  4. To record an item as being used by an internal area, without reserving it first, use the Internal Issue screen. This reduces the stock at the warehouse.
  5. If the item is returned once it's finished with, use the Internal Return screen. This increases the stock at the warehouse.

These transactions are recorded in the stock history for the item.

To record an internal return

Open: Stock Control > Returns > Internal Return.

  1. Select the Stock item.

  2. Enter details on the following tabs:

    • If you are using more than one location to store your stock, select the location you want to record the stock item return to using the Warehouse drop-down list.
    • Select the Internal area the item has been returned from, using the drop-down list.
    • Enter the Quantity of stock returned (up to five decimal places).
    • Accept or amend the movement Date.
    • Enter References for the movement (optional).

    • If required, select the Value for the relevant Analysis codes from the drop-down lists.

      Click New value to add a value to this analysis code.

      Note: You must have selected Add New on entry when setting up analysis codes in Accounting System Manager.

    • Enter text into the Memo box if you want to supply supplementary information about the transaction (optional).
    • If the system is set to post to the Nominal Ledger, specify the Nominal posting accounts.
      • Accept or amend the displayed nominal accounts.
      • Enter a Narrative description to be applied to the nominal postings (optional).

    Use this tab to enquire on warehouse stocking levels.

    • Select the location you want to enquire on from the Warehouse drop-down list. The stocking levels are displayed.
    • Click Save or Proceed for batch/serial numbered items.

  3. Record returned batch/serial numbered items, if applicable.

    • Select the returned batch/serial numbered items by clicking the check box to the left of an item record.
    • Batch only: Enter the returned batch quantity in the New Quantity column, expressed in the item's stock unit.
    • During this activity other processes can access and secure the displayed batch/serial numbered items. When this occurs, the numbered item is displayed red. You will need to select another numbered item from the displayed list.
    • To record additional items, click Add New.
      • Enter a batch/serial number for each item and the additional information if applicable (alternative ref, sell by date and use by date).
      • Batch item only: Enter the batch quantity, expressed in the item's stock unit.
    • Click OK.
    Tip:

    When dealing with batch/serial numbered items you can also use:

    • Auto select: The system selects the items for you starting with the first item and continues in the order in which they are displayed until the required quantity is satisfied.
    • Find: To search for batch/serial numbered items.
    • Show details: To view details of Receipts or Allocations, such as the item's supplier, goods received details, or allocation details.
    • Refresh: To update the status availability of displayed items when items have been secured by other Sage 200 processes.
    • Attributes: View attributes for the traceable item that have been set on the item's product group.
See also

Other tasks

Add stock

Return from supplier

Project return

Reference

Maintain analysis codes

Getting started with traceability