Returns: Firm order MRs
Owned by Tim Kiser (Unlicensed)
Summary: This page contains procedures for material returns (MRs) of firm orders.
- Before beginning the material return process, there should be at least one Material Return streamer and two copies of the invoice in the book.
- Go to black MR log book and assign an MR# to the MR form.
- Type an MR form and mailing label. Foreign returns also need a typed custom form. Type an instant credit memo if needed.
- Erase p.o. number from the book.
- Have Lisa Smith sign the MR form.
- Separate the MR form:
- White (Acq.'s copy): Please staple to the back of this copy the following: 1 copy of the invoice, the p.o. slip, the MR streamer, any Sierra records, emails, and a copy of the instant credit memo if used.
- Pink (vendor's copy): Please staple to the back of this copy the following: 1 copy of the invoice and 1 copy of the instant credit memo if used.
- Yellow (Lisa's copy): If an instant credit memo was used, please give the 2 yellow copies and 1 copy of the instant credit memo to Huei. If there isn't a credit memo, please discard the yellow copies.
- Green & Blue (Mailroom's copy): Fold them together and keep them with the book. This will be for Dennis in the mail room.
- Insert pink form, green & blue forms, custom form (if needed) and mailing label in the book. Use a pink tie to secure them together.
- Give completed MRs to Dennis in the mail room.
- Take MR statistics.
- Update order record in Sierra.
- Remove rdate.
- Add a note field with the MR#, reason for returning, the date of original rdate. Initial and date the note.
- Give Sierra record to Mono. Acq. to cancel if no replacement is needed. (The person who decided to return the material will write the note on the print out.)
- Put the white form in the "Monographic MR forms to be filed" basket.
Contact | Lisa Smith |
Team | Acq |
Updated | August 2018 |
Created | March 2018 |