Shortages

Within the vendor company record set the vendor to either Return and Reorder or Receipt Later as per the vendor’s main returns procedure.  This setting can be overwritten within the receipt note if required at the time.  To do this go to Company > Companies> Search for the vendor and enter into the company record > click onto Vendor tab > with Shortage Action field select the option > Save

Summary of Procedure

  1. Amend receipt note with quantity received with the relevant Shortage Action
  2. Complete the receipt note
  3. Receipt the item in when it arrives later or process the vendor return note so that a credit is raised and purchase the item again.

Detail of Procedure


Receipt Later option

When the item is to be receipted in, overwrite the Quantity Received with what has been delivered by the vendor.  On saving, the Shortage Qty field will update with the missing quantity.  If the vendor record is set with Receipt Later option, then this will be the default Shortage Action however if this needs to be changed, change it in the receipt note before completing the note.

On completing the receipt note, the item will be placed into Receipts available lines.  When the item does arrive from the vendor go to Movements > Receipts> Avail Lines > highlight the item line and Create Notes.


Return and Reorder option

When the item is to be receipted in, overwrite the Quantity Received with what has been delivered by the vendor.  On saving, the Shortage Qty field will update with the missing quantity.  If the vendor record is set with the Return and Reorder option, then this will be the default Shortage Action however if this needs to be changed, change it in the receipt note before completing the note.

Return - On completing the receipt note the item will automatically be placed onto a Vendor Return note.  Clicking onto the item links button within the receipt note will show the link to the vendor return.  If a shortage the vendor would still invoice so use the vendor return to raise a credit.

Reorder - On completing the receipt note the item will be placed back onto requirements to be purchased again.  In the Notes field of the requirement will be a note of **SHORTAGE REQUIREMENTS**.  If there is stock of this item, the requirement line will be allocated from stock to be delivered to the customer.