- Open the Issues & Returns page. (Inventory > Issues & Returns)
- Click +Issue/Return Parts. A popup window opens.
- Switch the Is Miscellaneous field to Yes. (By default, this is No.)
- Choose an issue or return.
- Click OK.
- At a minimum enter these required fields:
- COGS Account
- Warehouse
- Issue Date
- After entering the required fields, the grid shows all parts. To issue (or return) a quantity, click the Issue Quantity (or the Return Quantity) in the part row and type an amount.
- Click Save to complete the issue or return.
Miscellaneous Issue/Return page
This miscellaneous issue/ return page has a grid with these columns:
- Issue/Return: Select the option to issue parts from a warehouse or return parts to a warehouse. This defaults from the New Issue/Return popup window.
- COGS Account: Select the cost of goods sold GL account to be used in the GL entry created from saving this issue or return.
- Warehouse: Select the warehouse that the parts are to be removed from or returned to.
- Issue/Return Date: This field is labeled 'Issue Date' if issuing parts or 'Return Date' if returning parts. This cannot be changed and displays today’s date.
- Category: If needed, select a category to associate with the GL entry created by the issue or return. (This is not a required field.)
- Memo: This is a text field to enter further information for the issue or return. (This is not a required field.)