Create RTV (Return to Vendor)

MJA Updated by MJA

You can create an RTV in Newbase. You need access to the RTV module for this. If you don't have access, please contact your internal application manager.

An RTV first becomes a negative purchase order and then a negative receipt, and products are therefore removed from inventory (manual action).

1. You can create an RTV in two ways:

Via the start screen of the RTV module > New (with this option, you must manually link the contact, creditor, products, and the relevant purchase order if desired)

OR

Via a purchase order > Duplicate to RTV. This action transfers all lines from the purchase order. Remove the lines that don't apply AND make the quantities negative.

2. Remove products from inventory? Duplicate the RTV to a receipt

  1. The product in question must already be in stock in this case
  2. Ensure that the quantities on the RTV are negative (do this manually)
  3. Duplicate the RTV to a receipt
  4. When the receipt is locked, the products are removed from inventory.

3. Credit purchase invoice from the RTV and reconcile

  1. As described in point 3 above, you duplicate the RTV to a (negative) receipt
  2. When you receive the credit purchase invoice from the supplier, you can reconcile the relevant receipt lines as described above.

How did we do?

Book a purchase invoice or a sales invoice from a previous year

Purchasing for multiple projects and/or sales orders on one purchase order

Contact