Purchase Return - Zayeen Documentation

Used By

Operational users and finance team

Data Type

transaction

Search Keys

Division, Invoice

When to Use This Form

When users need to create, review, or update Purchase Return.
When the transaction needs to become part of reports, balances, journals, or the next workflow.
When existing data needs correction because policies, accounts, prices, contacts, or operating rules have changed.

Before You Start

Make sure the user has access to this menu and the related reference data has already been prepared.
Check required fields first, especially codes, names, dates, accounts, customers, suppliers, products, divisions, or departments.
If the form uses active status, confirm the status before saving so the data appears in the correct selections.

Workflow

Open Procurement / Purchase Transactions / Purchase Return.
Create a new record, or select an existing record when the data needs to be corrected.
Fill in the required fields and complete supporting information that helps search, reporting, or transaction processing.
Review detail lines, totals, payment information, taxes, discounts, and notes before saving.
Click Save. If the application shows a validation message, follow the message until the data is saved successfully.

Key Fields

Field	User Explanation	Status
Division `division`	Business unit or branch related to this record. Choose the correct division before saving.	Required
Invoice `purchaseid`	Invoice stores information needed by Purchase Return. Fill it in according to the company data standard.	Required
Invoice Ref `purchaseidref`	Invoice Ref stores information needed by Purchase Return. Fill it in according to the company data standard.	Required
Date `purchasedate`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Required
Time `purchassetime`	Time used to distinguish entries that happen on the same date.	Required
Currency `currtrans`	Currency used for amounts in this record. Check the exchange rate when it differs from the default currency.	Required

Details and Relationships

If the form contains detail lines, each line affects totals, balances, stock, journals, or follow-up documents.
Audit fields are filled in automatically by the application and help support teams trace changes.

After Saving

The transaction can be used by reports, audit checks, and the next related process.
Changes are normally used for new activity. Historical documents remain available for review.
If required data is incomplete or inconsistent, the application rejects the save and shows a validation message.

Common Issues

Data cannot be saved: complete required fields and read the validation message shown by the application.
Data does not appear in selection or search: check active status, access rights, filters, and the search keyword.
Duplicate code or name: use the existing record when it should be corrected, or use a different code for a new record.
Report values do not match: recheck reference data, accounts, dates, transaction status, and related filters.

Available Fields

The list below summarizes the fields available in this form. Field labels follow the English UI language file used by the application.

Field	User Explanation	Status
Division `division`	Business unit or branch related to this record. Choose the correct division before saving.	Required
Invoice `purchaseid`	Invoice stores information needed by Purchase Return. Fill it in according to the company data standard.	Required
Invoice Ref `purchaseidref`	Invoice Ref stores information needed by Purchase Return. Fill it in according to the company data standard.	Required
Date `purchasedate`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Required
Time `purchassetime`	Time used to distinguish entries that happen on the same date.	Required
Currency `currtrans`	Currency used for amounts in this record. Check the exchange rate when it differs from the default currency.	Required
Default Exchange Rate `ratedefault`	Default Exchange Rate stores information needed by Purchase Return. Fill it in according to the company data standard.	Optional
Applied Exchange Rate `rateused`	Applied Exchange Rate stores information needed by Purchase Return. Fill it in according to the company data standard.	Optional
Supplier `hrsupplier`	Supplier reference used for purchasing, payables, or supplier reports.	Optional
Supplier Code `supplierid`	Unique code used to identify Purchase Return. Use a consistent pattern so users can search and sort the data easily.	Required
Supplier Name `suppliername`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Optional
Address `supplieraddress`	Supplier reference used for purchasing, payables, or supplier reports.	Optional
Taxpayer ID `suppliertaxid`	Unique code used to identify Purchase Return. Use a consistent pattern so users can search and sort the data easily.	Optional
Credit Limit `suppliercreditlimit`	Supplier reference used for purchasing, payables, or supplier reports.	Optional
Liabilities / Payables (context-dependent) `supplierbalance`	Supplier reference used for purchasing, payables, or supplier reports.	Optional
Returned Product `purchasereturnnndetail`	Product or item reference used in stock, sales, purchasing, or production processes.	Required
Total Purchase Returns `purchassetotal`	Amount used in calculation and reporting. Review the value before saving.	Optional
Payment Returned `purchasereturnnnpayments`	Amount used in calculation and reporting. Review the value before saving.	Required
Transaction Status `kind`	Status that controls whether the data can be used in new transactions or selections.	Optional
Buyer `hrpurchaser`	Buyer stores information needed by Purchase Return. Fill it in according to the company data standard.	Optional
Buyer Code `purchaser`	Unique code used to identify Purchase Return. Use a consistent pattern so users can search and sort the data easily.	Optional
Name `purchasername`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Optional
Payment Term `purchassetype`	Amount used in calculation and reporting. Review the value before saving.	Optional
Discount Days Limit `earlydiscdays`	Discount value or rule used when the transaction is calculated.	Optional
Discount `earlydiscvalue`	Discount value or rule used when the transaction is calculated.	Optional
Payment Term `duedays`	Amount used in calculation and reporting. Review the value before saving.	Optional
Discount `purchasepercentdisc`	Discount value or rule used when the transaction is calculated.	Optional
Discount `returnnnpercentdisc`	Discount value or rule used when the transaction is calculated.	Optional
Discount `purchasevaluedisc`	Discount value or rule used when the transaction is calculated.	Optional
Discount `returnnnvaluedisc`	Discount value or rule used when the transaction is calculated.	Optional
purchasereturnnnexpensesdetail `purchasereturnnnexpensesdetail`	purchasereturnnnexpensesdetail stores information needed by Purchase Return. Fill it in according to the company data standard.	Required
Points Balance `pointbalance`	Amount used in calculation and reporting. Review the value before saving.	Optional
Points `purchasepoint`	Points stores information needed by Purchase Return. Fill it in according to the company data standard.	Optional
Points `returnnnpoint`	Points stores information needed by Purchase Return. Fill it in according to the company data standard.	Optional
Total Points `currpointbalance`	Amount used in calculation and reporting. Review the value before saving.	Optional
Returned Reward `purchasereturnnnrewarddetail`	Returned Reward stores information needed by Purchase Return. Fill it in according to the company data standard.	Required
purchasereturnnnextratax `purchasereturnnnextratax`	Tax information used for transaction calculation and tax reporting.	Required
Notes `memo`	Additional explanation for users who need context when reviewing this record.	Optional
Change Notes `memoedit`	Additional explanation for users who need context when reviewing this record.	Optional
Printed `printed`	Printed stores information needed by Purchase Return. Fill it in according to the company data standard.	Optional
Shipment `shipment`	Shipment stores information needed by Purchase Return. Fill it in according to the company data standard.	Required
Received Date `dateaccepted`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Optional
Received `accepted`	Received stores information needed by Purchase Return. Fill it in according to the company data standard.	Optional
Settled `paidinfull`	Settled stores information needed by Purchase Return. Fill it in according to the company data standard.	Optional
Settlement Date `paidinfulldate`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Optional
Settlement Ref. `paidinfullref`	Settlement Ref. stores information needed by Purchase Return. Fill it in according to the company data standard.	Optional
Created By `usercreate`	Audit information filled in automatically when the record is created.	Optional
Updated By `useredit`	Audit information filled in automatically when the record is updated.	Optional
Last Updated `updatetimestamp`	Audit timestamp filled in automatically by the application.	Optional

Menu Location

Procurement / Purchase Transactions / Purchase Return
/form/purchasereturn

Quick Create from Search Fields

If the + icon appears next to a search field, users can create the required master data directly from Purchase Return without interrupting the return entry.

Supplier

Available on the Supplier field in the header. If the returned-goods supplier does not exist yet, click + to create it and continue the same return transaction.

Employee

Available on the Purchaser or employee-related field. If the responsible employee is missing, click + to create the employee record without leaving Purchase Return.