Return Receipts is the workflow at /inventory/return-receipts. Return receipts document stock sent back to suppliers, damaged goods, wrong parts, or credit returns, and adjust inventory quantities accordingly. Inventory to Return Receipts at /inventory/return-receipts, then New. Pick the supplier, add the SKU and the quantity going back, and put the RMA number and the reason in notes.
List, Inventory to Return Receipts (/inventory/return-receipts) - Create, New return receipt Create return receipts linked to suppliers and inventory items. Update inventory on-hand when the return is processed. Search and filter the return receipt list. Edit or delete drafts per your permissions before finalization. Supplier associated with the items being returned. Internal process for RMA numbers and vendor credit (tracked in notes today). Select supplier (and related PO if your workflow references one). Add line items: inventory SKU, quantity returned, optional unit cost reference. Save and complete/process per your shop process. Open the affected item on Inventory. Confirm on-hand decreased at the correct location. Follow up with accounts payable outside ServiceFlow if awaiting vendor credit. Vendor credit memo tracking in accounting is manual unless you use ServiceFlow Accounting or QuickBooks sync separately. Partial returns against specific PO lines are supported in basic form but may need manual reconciliation for complex cases. /inventory/return-receipts step 5 is Create a return receipt.
Overview
Return receipts document stock sent back to suppliers—damaged goods, wrong parts, or credit returns— and adjust inventory quantities accordingly.
How to access
- List — Inventory → Return Receipts (
/inventory/return-receipts) - Create — New return receipt
How do you create return receipts linked to suppliers and inventory items?
Create return receipts linked to suppliers and inventory items.
- Create return receipts linked to suppliers and inventory items.
- Specify quantities returned and reason/notes.
- Update inventory on-hand when the return is processed.
- Search and filter the return receipt list.
- Edit or delete drafts per your permissions before finalization.
Prerequisites
- Inventory write permissions.
- Supplier associated with the items being returned.
- Internal process for RMA numbers and vendor credit (tracked in notes today).
Step-by-step
Create a return receipt
- Inventory → Return Receipts → New.
- Select supplier (and related PO if your workflow references one).
- Add line items: inventory SKU, quantity returned, optional unit cost reference.
- Add notes (RMA #, reason).
- Save and complete/process per your shop process.
Verify inventory after return
- Open the affected item on Inventory.
- Confirm on-hand decreased at the correct location.
- Follow up with accounts payable outside ServiceFlow if awaiting vendor credit.
Current limitations
- Vendor credit memo tracking in accounting is manual unless you use ServiceFlow Accounting or QuickBooks sync separately.
- Partial returns against specific PO lines are supported in basic form but may need manual reconciliation for complex cases.
- No automatic email to supplier—communicate RMA details outside the app.
Roadmap
- Link returns directly to originating PO lines with remaining qty math.
- Supplier notification templates.
- QuickBooks credit memo sync.
Example: a wrong capacitor going back to the supplier
Inventory → Return Receipts at /inventory/return-receipts, then New. Pick the supplier, add the SKU and the quantity going back, and put the RMA number and the reason in notes. Process the receipt and on-hand quantity at that location drops by the quantity returned. A draft can be edited or deleted by someone with inventory write permission. A processed return is an inventory change, not a note.
There is no separate general-ledger reason code per line. Vendor credit is tracked in the notes and in whatever your supplier does outside ServiceFlow. The item has to belong to a supplier. A location with no quantity cannot invent stock to return. Multi-location means one receipt per location, the same way count sheets are location-scoped.
This is not a customer refund. Customer money goes through invoices and credit memos. This screen is parts leaving your warehouse back to the vendor. Check on-hand after you process it before you promise the truck the part is still on the shelf.