U9 cloud Purchase Return: Quarantine, Supplier Return and Reconciliation
Complete a traceable purchase return and reconcile inventory and payable impact.
Learning objective
Complete a traceable purchase return and reconcile inventory and payable impact.
Roles
Planning, purchasing, sales, warehouse, production, quality, finance and IT
Prerequisites
- Relevant master data and access are confirmed.
- Normal and exception examples are prepared in test.
Completion checks
- Results trace by source document and owner.
- Quantity, status and exceptions agree with approval.
Common errors
- Executing before validating data.
- Handling exceptions offline without evidence.
Thailand project note
For Thailand, confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties and local record retention. VAT, WHT, customs, BOI, statutory accounting, product compliance and occupational safety require current review by qualified Thai professionals; this is not legal or tax advice.
Steps
- 01
Confirm source receipt, supplier, item, lot, quantity and return reason.
- 02
Quarantine pending-return stock to prevent issue or shipment.
- 03
Quality and purchasing approve return, replacement, allowance or scrap.
- 04
Create the supplier return, pick the correct lot and record logistics handover.
- 05
Handle partial return, replacement, refused delivery and transit variance.
- 06
Reconcile payable deduction, credit note, stock quantity and in-transit status.
- 07
Before closure confirm supplier acknowledgement and related corrective action.
Implementation notes
- Pilot one shift or item family.
- Retain owner and approval for every exception.
References
- 构建灵活高效的计划模式，U9 cloud让电子行业企业底气十足 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开场景；实际菜单、字段、算法与许可须在客户当前版本和批准蓝图中验证
- 汽车及零部件企业数智化全场景 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开供应链与制造场景；案例能力不构成客户项目效果承诺