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Issue Return

An Issue Return reverses a previously approved Material Issue by returning unused materials from the project site back to the warehouse. The returned quantity is restored to the original stock lot, and the cost that was charged to the job is reversed through a finance voucher.

Issue returns are the correct way to handle surplus materials after an issue. Do not create a new MRN for returned materials — always use Issue Return so the system maintains the audit trail linking the return to the original issue.

Navigation: Main Menu → Logistics → Issue Return

Issue Return Workflow

How to Create an Issue Return 0:40
Issue Return 0:19
Issue Return workflow showing the process from identifying unused material through return creation, approval, and stock restoration
Issue Return workflow: identify unused material → create return → approve → stock restored and reverse voucher generated.

Return List View

The list shows all issue returns for the selected job.

Issue Return list view showing columns for Return Code, Return Date, Issue Type, Job Code, Job, Return Details, # Returned, Voucher No, and Status
Issue Return list with one approved return. The Voucher No confirms that the finance reversal has been posted.

List Columns

ColumnDescription
Return CodeAuto-generated return reference. Click to view details.
Return DateDate the return was created.
Issue TypeThe type of the original issue (e.g., To Project, Machine Consumables).
Job CodeJob code associated with the return.
JobFull job name.
Return DetailsSummary of returned items.
# ReturnedNumber of line items returned.
Voucher NoFinance voucher number (populated after approval).
StatusDraft, Submitted, or Approved.

Toolbar Actions

ButtonAction
Add Return+Create a new issue return.
Return Issued MaterialAlternative entry point to create a return (shown at the bottom of the page).
Ask AIOpen the AI assistant for return-related questions.

Step-by-Step: Returning Issued Material

How to Return Material to Store 0:37

Step 1: Click "Add Return+" or "Return Issued Material"

Navigate to Logistics → Issue Return and click Add Return+.

Step 2: Select the Original Issue Note

The system shows a list of approved issue notes for the current job. Select the issue note you want to return materials against. The system auto-populates the material line items from the original issue.

Step 3: Enter Return Quantities

For each line item, enter the quantity being returned. The system displays:

  • Originally Issued — Total quantity issued in the original note.
  • Previously Returned — Quantity already returned in earlier returns against the same issue.
  • Returnable — Maximum you can return (Issued − Previously Returned).
  • Return Qty — Enter the quantity to return now. Must be ≤ Returnable.
Constraint: The return quantity cannot exceed the net issued quantity (issued minus already returned). The system prevents over-returns.

Step 4: Save and Submit for Approval

Save the return (creates it in Draft status), then click Request Approval to submit. Upon approval:

  • Stock is restored: Positive transactions are posted to the original stock lots, increasing the stock-on-hand.
  • Reverse finance voucher is generated: The cost previously charged to the job is credited back, and the inventory account is debited.
  • Voucher No is populated on the return record.

Tips & Best Practices

Partial returns are supported: You can return some materials from an issue and keep the rest. Create multiple returns against the same issue as materials come back over time.
Return promptly: Return unused materials as soon as possible. Materials sitting at the project site are at risk of damage, loss, or double-counting during stock-takes.
Use Issue Return, not MRN: Never create a new MRN to bring returned materials back into stock. The MRN is for new receipts against purchase orders. Issue Return maintains the correct audit trail and reverses the original cost allocation.