When a job needs materials sent back, you can raise a material return request straight from the project — the tool assembles the PO's items and notifies the regional distribution list for you.

From a project row

1. On the PO Generation tab, find the project.
2. Click RETURN in its Actions column. It shows on projects whose status is PO sent, because the return is built from that PO.
3. The Request Material Return dialog opens, pre-filled with the project and a link to it.
4. Enter a Reason for Return.
5. Click SEND RETURN REQUEST.

The Request Material Return dialog — reason box, with a note that the regional list is notified and you're CC'd.

As the dialog notes: “This notification will be sent to the regional distribution list and you will be CC'd.” The email includes the project details, the PO's line items, and a link back to the PO in NetSuite.

Manual material return

Don't have the project on the roster? Use the Manual Material Return Request panel at the bottom of the PO Generation tab — enter the Project ID and click REQUEST RETURN to open the same dialog.

Issues you might hit

• “Project not found or has no PO.” The return builds from an existing PO. If the project has no PO linked yet, generate/confirm the PO first.
• Wrong recipients? Recipients are the region's standard distribution list (see 8. Emails, Notifications & Safe Harbor), not free-typed — the requester is always CC'd.