Return a product

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • You can request a return for a product that has been fully or partially delivered to you.

    Before you begin

    Role required: sn_spend_psd.requestor or shopper

    About this task

    You can raise a return request for multiple products belonging to the same purchase order or purchase requisition that has been fully or partially delivered to you.

    Procedure

    1. Navigate to ShoppingHub Home > My purchases.
      Alternatively, you can return a purchase from Employee Center > Purchase and Expense > Purchase Requests > Return a purchase.
    2. Select a purchase requisition, purchase order, or purchase line that has been delivered or partially delivered.
    3. Select Return from the More options or Edit menu, as applicable.
    4. On the form, fill in the fields:
      Field Description
      Who is the business owner? Name of the business owner. This field is auto-populated.
      Which purchase would you like to return? Select the purchase that you would like to return, from the list.
      Note:
      This field is displayed only for multiple product returns initiated from Employee Center.
      Would you like to return the entire purchase or just one/multiple items from the purchase? Select the appropriate check box. The options are Entire purchase and One or multiple items from the purchase. For one or multiple items, enter the quantity of items to be returned in the Edit Row window, Quantity to be Returned field. The quantity already returned before, if any, is auto-populated in the Quantity Returned field.
      Note:
      This field is displayed only for multiple product returns initiated from My Purchases or Employee Center.
      How many would you like to return? Quantity of items to return. Remember that the quantity must always be lesser than or equal to the delivered quantity.
      Note:
      This field is displayed only for line-level returns.
      Why are you returning this? Reason for returning this purchase.
      Note:
      You can introduce new question variables to the form and enable additional validations, if required, from the respective record producer record.
    5. Select Submit Request.
      A confirmation message screen appears.

    Result

    The step creates a procurement case with the details of the return request, and other information. Associated request lines and tasks are created using this information.

    What to do next

    • Shoppers can review the request details from ShoppingHub > My requests or My requests from the footer.
    • Buyers can track the progress of the procurement case and procurement case line requests from Procurement Workspace.