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Policies and Procedures

Procedure 711.1 – Returning Merchandise to Vendors

Effective
July 1, 1994
Last Updated
October 6, 2014
Last Reviewed
October 6, 2014
Responsible University Officer
Director of Logistics
Responsible Unit
Logistics

Procedure Statement

Returns of materials or equipment acquired with a purchase order require authorization from the vendor and documentation in the purchase order system to receive credit for the return. Returns of items acquired through Campus Voucher, P-Card or eProcurement are handled by the department placing the order.

Forms and Instructions

Returns of materials or equipment acquired with a purchase order require a return material authorization (RMA) number from the vendor. Once the RMA is received, a new requisition must be created via the Purchasing module in ConnectCarolina. All data entry fields must be completed and the requisition must be specified as a change order. The RMA number and the original purchase order number must be referenced in the Notepad section. The change order requisition notifies the appropriate purchasing agent to contact the department about the details of the return.

Returns of items acquired with a Campus Voucher or a P-Card are handled by the University department. The vendor should be contacted to arrange for pickup or return shipment, and to arrange for credit.

For returns of items acquired through the eProcurement vendors, see the vendor order website for return instructions.

Related Data

None

History

Revised:
October 1, 2014: Updated information on Campus Vouchers, process for return material authorization.
May 11, 2010
November 21, 2003