/visma-net-erp/help/purchases/process-purchase-receipts-and-returns/create-a-purchase-return section To create a purchase return, by using the Purchase receipts (PO302000) window, you create a purchase receipt of the Return type for the items to be returned to the supplier for an replacement or an refund. 2026-02-19T17:09:06+01:00 # Create a purchase return To create a purchase return, by using the Purchase receipts (PO302000) window, you create a purchase receipt of the Return type for the items to be returned to the supplier for an replacement or an refund. For more information: [Purchase receipts (PO302000)](/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/). 1. Go to the [Purchase receipts (PO302000)](/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/) window. 1. Select **Return** as the receipt type. 1. Select the supplier in the **Supplier** field. 1. Check the location of the supplier, and change it if needed. 1. Check the date of the return and change it if needed. 1. Select the **Create invoice** check box if you want the system to create a purchase credit note for the returned items automatically. If you want the returned items to be replaced, do not select the check box. 1. In the **Supplier ref.** field, specify the reference number of the supplier's original document such as return authorisation. 1. Provide a brief description of this return. 1. If you need to add the items (to be returned) by entering specific item IDs or by scanning bar codes, click **Add line** on the table toolbar. The **Add receipt line** dialog box opens. For each item that you want to add, do the following: 1. Enter the item ID in the **Item ID** field. 1. If there is only one order with this item, notice that the reference number of the order has been inserted in the **Purchase order no.** column for this row. Proceed to Step 9e. 1. If there are multiple orders, when the **Add purchase order line** dialog box opens (displaying the lines with this item from multiple orders), select the check box next to the line that you want to add to the return. Notice that the reference number of the order has been inserted in the **Purchase order no.** column for this row. 1. At the bottom of the **Add purchase order line** dialog box, click **Add and close**. 1. Review the information about the order line in the **Add receipt line** dialog box, and click **Add line**. 1. If you added lines, in the **Add receipt line** dialog box, click **Close**. 1. Review any added lines, and specify the correct quantities of the returned items in the **Receipt qty.** column. 1. Make sure the **Hold** check box is selected, and click  in the window toolbar. 1. If you need to add items from specific purchase orders, click **Add purchase order**. The **Add purchase order** dialog box opens. 1. Select the check boxes (in the column with a check box as a column heading) next to orders that you want to add to the purchase return. 1. Click **Add and close** at the bottom of the **Add purchase order** dialog box. 1. Review the order lines, delete the unnecessary lines, and specify the quantities of the items to be returned. 1. Click . 1. If you need to add specific lines from purchase orders, click **Add purchase order line** on the table toolbar. For each line that you want to add, perform the following actions: 1. In the **Order no.** column, select the order by its reference number. 1. Review its lines and select the line with the item to be returned. 1. Click **Add** at the bottom of the **Add purchase order line** dialog box. 1. If you have added lines from purchase orders in the previous step, review each added line and in the **Receipt qty.** column specify the correct quantities of the returned items. 1. Click . 1. Review each of the items requiring allocation (which is indicated by a yellow exclamation mark in the **Receipt qty.** column). To specify particular locations or lot or serial numbers for each item, execute the following steps: 1. Select a line with an item requiring allocation, and click **Allocations** on the table toolbar. The **Allocations** dialog box opens. 1. If the specified location has lower quantity than the quantity to be returned, in the **Location** column, select one of the locations with a non-zero quantity of the item and specify the quantity to be returned from this location in the **Quantity** column. Add lines with other locations as needed. 1. If you need to return units of the item with particular lot or serial numbers, select the location where they are stocked. In the **Lot/serial no.** column, select the lot or serial number for the returned unit. Notice as the line quantity changes to 1 for a serialised item or to the lot quantity for a lot. A new line for the remaining quantity is added. In the new line, select another lot or serial number. Continue selecting numbers until the remaining quantity of the return line is zero. 1. Click **OK** to save the allocations and close the dialog box. 1. Review the receipt lines, and if needed, do the following for each line: 1. Select a specific reason code instead of the default reason code for returns. 1. Select the **Open purchase order** check box to open the purchase order line that is linked to the receipt line and to update (that is, decrease) the quantity on receipts for the order line. 1. If the **Control quantity** field is available in the top part of the window, type the total quantity on the return. 1. If the **Control amount** field is available in the top part of the window, type the total amount of the return. 1. Clear the **Hold** check box in the top part of the window. 1. Click . 1. Click **Release**. 1. To view the details of the original order linked to any selected line in this return, click the **View purchase order** button in the table toolbar. 1. To view the inventory issue generated for this receipt, in the window toolbar, click **Inquiries - View inventory document**. To view the purchase credit note generated for this receipt, in the window toolbar, click **Inquiries - View supplier document**. Parent topic: [Process purchase receipts and returns - overview](/visma-net-erp/help/purchases/process-purchase-receipts-and-returns/process-purchase-receipts-and-returns-overview/)