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Administrator Guide
Last Updated: 2023-06-23
Create Returns

Create Returns

  • Configure the
    Return to Supplier Event
     business process and security policy.
  • Add the
    Initiate Inventory Return to Supplier Event for Return to Supplier
     service step to the
    Return to Supplier Event
     business process and automatically update inventory quantities.
  • Define return reasons.
You can return items from inventory to the supplier and automatically update the quantity of stock available in the inventory.
  1. Access the
    Create Return
     task.
  2. Select the business document that includes the goods you're returning. You can filter by suppliers and resource providers using these prompts:
    • Purchase Order
    • Receipt
    • Supplier Contract
    Purchase orders or supplier contracts must have at least 1 approved receipt before you can process a return.
  3. Select the
    Return Reason
     and
    Return Date
    .
  4. For generated invoices, select the
    Supplier Invoice Reference
    .
  5. When suppliers require a return material authorization (RMA), enter the
    Supplier RMA
    .
  6. Specify the quantity to return in the
    To Return
     field for each document line with returned goods.
  7. Use the
    Attachments
     tab to upload or drag and drop files that support this return.
    You can select attachment categories to specify the type of document.
    Workday supports the file types listed in the
    Edit Tenant Setup - System
     task for business document attachments.
  8. (Optional) To return items from inventory and automatically update inventory quantities, add a
    Stocking Location
     on the
    Stocking Information
     grid.
    To return lot or serial controlled items, you must select the lots or serials for the items to complete the return.
Workday recalculates the
Quantity Received
 and
Quantity Returned
 amounts to subtract returns.
Workday adjusts the quantities of items returned from inventory.
When you cancel returns associated with inventory, you must create an increase adjustment or an ad hoc put-away, while also ensuring that:
  • The return business process is only enabled for manual adjustment of inventory.
  • You adjust goods out of inventory.
When the return business process automatically adjusts inventory and the Return to Supplier transaction completes, you can't cancel returns.