Add a Note When Returning Goods Purchased in EPIC

When returning an item, it’s always a good idea to add a note to the Purchase Order or Payment Request.  The note serves as an audit trail in the event a problem arises with an inaccurate invoice.  It’s best to leave the note in the proper document.  For example, if no payment has been made, leave a note in the PO note section.  If a payment has been made the note should go in the PREQ note section. 

Include in the note:

• Why the item was returned.

• When the return was completed.

• What the return number was.

• Who did the return.

• Any other information about the return that might be helpful.

To Add a Note

Search for the document in EPIC:

Click on the PO number:

Click on the Notes tab:

Source:  Jill Schunk