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This function will make it possible to access two graphical inquiries, after the returns to be selected and the frequency type to be considered have been chosen:

  • Types/Period: This choice makes it possible to view, in the form of a histogram by period, the tax excl. amount returned for replacement or for good.
  • Credit memos/Period: This choice is used to view, in the form of a histogram, the returned tax excl. amount by period that has already been the subject of a credit memo or that is pending a credit memo.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

This screen will make it possible to select the returns based on several criteria, but also to choose the time-related criteria and the display frequency.

  • Company: The company is automatically loaded with the company of the user's default storage site. It remains modifiable and it can be forced to empty to view the returns of all the companies. In that case, the site is automatically forced to empty.
  • Site: It is the storage site. The shipment site is automatically loaded with the user's default storage site. It can be forced to empty. In that case, the inquiry will deal with all the company's returns.
  • Supplier: The supplier code is not entered by default. If no supplier is mentioned, the inquiry will relate to all the suppliers in the folder.
  • Return no.: These criteria are used to define return ranges to be viewed
  • Validated: This check box is used to select the validated returns
  • Not validated: This check box is used to select the non validated returns
  • Invoiced: This check box is used to select the fully invoiced returns
  • Not invoiced: This check box is used to select the returns that are not invoiced and only partly invoiced
  • Posted: This check box is used to select the returns for which a credit memo to be received has been generated
  • Not posted: This check box is used to select the returns for which no credit memo to be received has been generated
  • Printed. This check box is used to select the printed returns
  • Not printed: This check box is used to select the non-printed returns

    • NB: The validated returns that are not pending credit memos are considered as being invoiced.

    Time-related criteria:

      • Frequency: The display frequency of the graphical information can be selected. The month is proposed by default. It is also possible to choose a frequency in Day, Week, Half-Year, or Year.
      • Start date: The start date is initialized with the first day of the month coming from the current date minus two months.
      • Number of periods: It is possible to display the number of periods to be displayed. If this information is modified, the end date will be automatically modified based on the number of periods and the frequency chosen.
      • End date: The end date is initialized with the current date postponed to the last day of the month.

    Entry screen

    Fields

    The following fields are present on this tab :

    Selection

    • Active memo (field MEMO)

     

    This screen defines the selection and display criteria for the returns to be viewed.

    Selection criteria:
    - Company/Site: the company is compulsory.
    - BP (Business Partners).
    - Other optional criteria

    Display criteria:
    - Return display order in the grid by number or by date.
    - A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

    All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.

    This screen defines the selection and display criteria for the returns to be viewed.

    Selection criteria:
    - Company/Site: the company is compulsory.
    - BP (Business Partners).
    - Other optional criteria

    Display criteria:
    - Return display order in the grid by number or by date.
    - A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

    All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.

     
    • From return (field PNHNUMDEB)

     
    • To return (field PNHNUMFIN)

     

    Status

    • Validated (field CFMFLGO)

     
    • Invoiced (field INVFLGO)

     
    • Posted (field PSTFLGO)

     
    • Printed (field PRNFLGO)

     
    • Not validated (field CFMFLGN)

     
    • Not invoiced (field INVFLGN)

     
    • Not posted (field PSTFLGN)

     
    • Not printed (field PRNFLGN)

     

    Frequency

    • Period (field PERCOD)

     
    • Start date (field RTNDATDEB)

    This screen defines the selection and display criteria for the returns to be viewed.

    Selection criteria:
    - Company/Site: the company is compulsory.
    - BP (Business Partners).
    - Other optional criteria

    Display criteria:
    - Return display order in the grid by number or by date.
    - A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

    All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.
    • No. of periods (field PERNBR)

     
    • End date (field RTNDATFIN)

    This screen defines the selection and display criteria for the returns to be viewed.

    Selection criteria:
    - Company/Site: the company is compulsory.
    - BP (Business Partners).
    - Other optional criteria

    Display criteria:
    - Return display order in the grid by number or by date.
    - A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

    All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.

    Close

     

    Specific Buttons

    This button is used to record the chosen criteria in a specific memo code. The STD memo code is systematically submitted when accessing this function.

    This button makes it possible to recall a Memo that has already been recorded.

    This button is used to delete a recorded memo.

    This button provides access to the graphical inquiry used to display the part of the tax excl. amount returned for replacement or returned for good.

    This button provides access to the graphical inquiry used to view the part of the tax excl. amount returned and pending credit memo or returned and having already been the subject of a credit memo.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation