Return items received in a transfer order

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Return items from a received transfer order when all or some of the delivered assets are defective or incorrect.

    Before you begin

    Role required: inventory_user

    The inventory_user, asset, or procurement_user role can only access the Transfer Order [alm_transfer_order] reports. You must activate the Procurement (com.snc.procurement) plugin for the inventory_user, asset, and procurement_user roles.

    About this task

    Items in a transfer order must be received before they can be returned.

    Procedure

    1. Navigate to All > Inventory Management > Transfer Orders.
    2. Select a transfer order that is in the Received stage.
    3. Select the transfer order line Number of the item to return.
    4. Select Return.
    5. Enter a quantity to return.
    6. Enter a reason for the return.
    7. Select the Defective check box to return items that are broken.

      Defective items are returned to the stockroom from which they were delivered, but aren’t added to available stock. Instead, they’re tracked in the separate category named "Defective" so they can’t be requested or transferred again.

    8. Click OK.
    9. Click Update.

      A new transfer order line is automatically created.

      A new corresponding parent transfer order is also automatically created with the new transfer order line on it.

    10. If you’re returning a consumable, navigate to the transfer order line record, and click the model name to open the model record.
      The model record shows which stockrooms contain the model. The one defective model is listed.
      Note:
      The defective model is still at the stockroom to which it was delivered. The defective model must be transferred back to the stockroom where it originated.
    11. Move the new transfer order through the regular transfer order process.
      Items are automatically returned to the stockroom from which they were delivered. A transfer order line item that has been returned can’t be delivered later.

      If you return another defective model from the same, original order, the two defective returns are merged into one line item.