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Purchase Returns

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Introduction

Purchase Returns Excelerator allows Sage 200 Returns to be entered and amended in Excel.

Features include:

  • Returns can be created and amended individually or in bulk on a single sheet.
  • Existing returns can be downloaded and amended.
  • Some return header details can be amended without their details.
  • Browse Sage data and pick from browse to enter on the sheet.
  • Ability to print existing returns directly from Excel.
  • The usual Excelerator features are described in Introducing Excelerator.

Info

To use Purchase Returns Excelerator, the user must have access to the following features in Sage:

  • Enter New Purchase Return
  • Amend Purchase Return
  • View Purchase Return

See also: Sage 200 Configuration

Standard Templates

Templates are working examples of Excel worksheets for use with Excelerator. You can use the standard templates as they are, amend them using the Template Designer, or create your own templates from scratch.

Codis provides the standard template S200POPReturnTemplate.xlsx.

The S200POPReturnTemplate.xlsx includes sheets which allow:

  • Single - Entry of a single order
  • Multiple - Entry of multiple orders
  • HeaderOnly - Amendment of order headers.

Options

Don't Clear Header Ranges

This option controls whether single-cell ranges (those generally at the head of the spreadsheet) will be cleared when the Clear button is clicked.

This can be useful if you want to keep header information when, for instance, entering a series of single orders for the same customer

Delete existing lines when amending purchase returns

This option controls the behavior of Excelerator when saving an existing return and when there is a line number missing from the return you are saving that is present on the existing return in Sage.

If this option is "Yes", Excelerator will delete that line. If this option is "No", Excelerator will leave this line unchanged.

Ignore Completed Purchase Returns

This option affects which returns or shown in the "Download Purchase Returns" option.

If it is ticked, completed returns will not be shown. Otherwise, all returns will be shown.

Ignore purchase return line(s) with zero quantity

This can be useful, for instance, if a sheet has a standard return set up with items already entered, and the user must enter quantities. In these circumstances, zero is a valid quantity, which means that this item is not being returned.

Customer Order Form shows an example of this in use for Sales Orders.

Ignore purchase returns having zero quantity in all lines

Used with the "Ignore return line(s) with zero quantity?" option. If all detail lines for an order have zero quantity, then this return will not be created, but the data is considered valid, and other returns on the sheet will be processed.

Number of Requested Dates

Users can define the number of Requested Dates ranges that will be available.

Ignore uncompleted purchase orders

This option relates to the Download Purchase Order feature. If this option is ticked, then the list of Purchase Orders does not contain uncompleted Purchase Orders. And if this is un-ticked, then all Purchase Orders will be listed.

Copy the order dispatched quantity to return quantity

If this option is ticked, then the Returned Quantity range should be left blank on all the lines.

Remove all free text and comment lines when downloading a purchase order

If this option is ticked then on Download Purchase Orders, free text and comment lines will not be downloaded.

Calculate Values

The Calculate Values option will populate prices and values on your purchase order returns. Values already entered will not be overwritten.

As prices can depend on the supplier and standard item quantities being ordered, these should be entered before clicking the _Calculate Value_s button.

The gif below shows the Calculate Values option in action...

Printing

You can print Purchase Returns from Excelerator by clicking the Print button.

  • The Purchase Return must already exist in Sage. You cannot print new Purchase Return on your worksheet until you have successfully saved them to Sage.

  • The print option will print all the purchase return document numbers on the sheet or the ones you select.

See Printing

Clear All

This menu option will clear down the data in the Excelerator ranges.

You can choose to just clear down the detail ranges by changing the "Don't Clear Header Ranges" under Options.

See also: Clear Excel Data

Browses

Like other Excelerators, Purchase Returns Excelerator allows you to browse and download sage data.

You can browse on Sage products, suppliers, tax codes, delivery addresses and other data. After selecting a supplier from the supplier browse, Excelerator will populate the name and address fields. After selecting a product from the product browse, Excelerator will populate product-related data but not the price. To populate the price, use the Calculate Values option.

Saving

You can use Standard template (S200POPReturnTemplate.xlsx**) or create your own templates also for creating or amending Purchase Return(s).

Delete Purchase Return Items

This ribbon button feature allows detail lines for a purchase return to be deleted.

Before using, the worksheet must have a saved purchase return on it. The deletion feature will not recognize unsaved changes to the purchase return on the worksheet.