Return lines
Use this function to display goods lines returned to suppliers by one or all sites on one, or between a range of dates.
You can inquire by company, site and product, from one or a range of suppliers and returns numbers, and for one or a range of projects. You can filter the results by the status of the return and the status of the invoice.
Prerequisites
Refer to documentation Implementation
Screen management
This function is customized to the needs of your organization and your processes. The Inquiry screens function for code 'CPQ' determines the way in which you enter information, and how information is displayed and printed.
The Return lines inquiry function contains a section for you to enter your selection criteria and a table (grid) in which the results of the search are displayed.
Header
Presentation
Selection
Use this section to filter or select purchase returns:
- Start date. The default Start date is the first date of the month two months before the current month but can be amended.
- End date. The default End date is the last date of the current month but can be amended.
The search, therefore, covers a 3 month period, by default.
Status
You can filter the results by the status of the return and the status of the invoice using the Status section.
You can use the Criteria action to enhance the selection criteria applied.
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Fields
The following fields are present on this tab :
Selection
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This field is used to specify the company code. |
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This field is used to indicate the storage site. |
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Filter for results within a range of project codes. For a single project, enter the same project code in the from/start Project and to/end Project fields. The content can be one of the following:
If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
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These two fields are used to define the date ranges.
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This field contains the reference identifying the product. |
Status
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The validated returns are selected when this box is checked. |
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The non-validated returns are selected when this box is checked. |
Block number 3
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The returns completely invoiced are selected when this box is checked. |
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The returns that are not invoiced or only partly invoiced are selected when this box is checked. |
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Tab Search results
Presentation
This section displays all supplier returns lines that meet the defined selection criteria. The return date, quantity and pricing information for each line is included.
The columns displayed in the grid or table and the order in which they are displayed is determined by the Inquiry screens function for code 'CPQ'.
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Fields
The following fields are present on this tab :
Grid
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This field displays the associated project code. The content can be one of the following:
If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
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Action icon
Return
Click Return from the Actions icon to view the purchase return details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Supplier order
Click Supplier order from the Actions icon to view the purchase order details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Receipt
Click Receipt from the Actions icon to view the purchase receipt details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Purchase journal traceability
Click Purchase journal traceability from the Actions icon to open the Journal traceability inquiry where you can view or browse through the hierarchy of documents created from this returns line.
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Specific actions
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Click the Search action to load the table (grid) with purchase returns lines that meet the entered selection criteria. The maximum number of lines displayed is defined in the Inquiry screens function for code 'CPQ'. |
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The following fields are included on the window opened through this button : Selection
Status
Display
Close Click the Criteria action to access additional selection and display criteria. You can filter the returns lines to be processed by analysis group and modify the sort order. Status. Use this block to include additional returns status filters such as filtering by posted status and by printed status. Screen code. You can select the required customized inquiry screen, if you are using personalized inquiries.
You can save one or several sets of criteria using the Memo action. You can recall these using the Recall action or delete them using the Delete memo action. |