Materials Movement (Return) Tutorial

Overview#

• In QuickEasy BOS Professional, inventory items are referred to as Materials.
• During the production process materials can be purchased, converted to finished goods and sold.
• When goods are produced, there may be materials left over. It is also possible that a customer returns some goods.
• In both cases, these materials are returned to inventory using a Materials Movement (Return).

💡These tutorials explain the various ways to return materials to inventory.

How to Create a New Materials Movement (Return) Manually#

1. Navigate to Materials Movement.
2. Click New (button) > Return (MMT-MMI).
3. Change the Date (Default = today).
4. Select the Customer (if applicable).
5. Select the Supplier (if applicable).
6. Enter a Reference & Note.
7. Add: = Select an option.
   1. Custom: N/A to inventory items.
   2. Material 
      1. On the popup click View (button) to display a list of materials.
      2. Select a material from the list.
      3. Click Select (button).
      4. Enter the quantity.
      5. Click Return (button).
      6. Close the Find Material popup.
   3. D/Note = Copy a Delivery Note:
      1. Select a Delivery Note from the popup of outstanding Delivery Notes.
      2. Click Add (button).
      3. Click Close (button).
   4. S/Order = Copy a Sales Order:
      1. Select a Sales Order from the popup of outstanding Sales Orders.
      2. Click Add (button).
      3. Click Close (button).
   5. W/Order = Copy a Work Order:
      1. Select a Work Order from the popup of outstanding Work Orders.
      2. Click Add (button).
      3. Click Close (button).
8. Click Status (button) > Active.

How to Change the Source Document#

When creating or editing a Materials Movement (Return):

1. Click Actions (button) > Update the From Transaction.
2. Choose a different source document from the list of available options on the popup.
3. Click Update (button).
4. A warning explains that updating the From Transaction breaks the links to downstream transactions. Click Yes to continue, or Cancel to keep the current links. The popup closes once the update is done.

How to Create a New Materials Movement (Return) from a Customer Credit Note#

1. Open a Customer Credit Note (Main Menu > Customers > Customer Credit Notes).
2. Click Actions (button) > Copy to Materials Movement (Return).
3. Select the Items to copy.
4. Click Copy (button).
5. Confirm the copy on the popup.
6. Edit and complete the Materials Movement Return.

How to Create a New Materials Movement (Return) from a Work Order#

1. Open a Work Order (Main Menu > Production > Work Orders).
2. Click Actions (button) > Copy to Materials Movement (Return Materials).
3. Select the Items to copy.
4. Click Copy (button).
5. Confirm the copy on the popup.
6. Edit and complete the Materials Movement (Return).

How to Delete a Pending Materials Movement#

1. Navigate to Materials Movement.
2. Click View (button).
3. Right-click any pending Materials Movement and select Delete.