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Workflows

Return Items

Use this when an item needs to go back to a vendor or back to business inventory.

Before You Start

Know whether the item is:

  • Being returned to the vendor.
  • Going back to business inventory.
  • Marked for return but not physically returned yet.

Mark An Item For Return

  1. Open the item.
  2. Change the status to To Return.

This marks the item for follow-up. It does not complete the financial return.

Return To Vendor

  1. Open the item or select multiple items.
  2. Choose the return action.
  3. Select or confirm the return transaction.
  4. Confirm the return.

Ledger links the item to a return transaction and reduces the project budget impact where applicable.

Return To Inventory

  1. Open the project item or select multiple project items.
  2. Choose Return to Inventory.
  3. Review the confirmation.
  4. Confirm the return.

Ledger moves the item back to business inventory, removes the project budget category, and records the return movement.

Common Issues

  • Changing status to Returned is not the same as processing a return.
  • If an item still appears in the original purchase transaction, the return may be incomplete.
  • Returning to inventory removes the project category because inventory items are not project-budgeted.

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