Loan Returns
Use this function to manage the settings for the customization of the loan return entry screens.
A standard return entry transaction is initialized upon software installation. It can be modified or deleted with this object, also used to create new ones.
You can set up several transactions for loan returns. Each transaction, identified by a code and a text description, appears in a selection window when calling the Loan returns function.
Prerequisite
Refer to documentation Implementation
Screen management
Header
Presentation
The transaction header allows you to create new transaction codes or to look for existing transactions to be modified or deleted.
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Fields
The following fields are present on this tab :
Loan return transaction
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Code used to identify the transaction set up. The setup of the entry transactions enables the user to fully set up the entry screens associated with a document (quote, invoice order, request for quotes etc.) or with a stock transaction type (receipt, issue etc.). For each document or stock transaction type, it is possible to define as many entry transactions as necessary, each one being identified by a code. Each transaction is used to define, both for fields located in the document header and fields entered in the lines, whether they must be:
Upon validation of this setup, dedicated entry screens are created, and then can be used by any user having been granted rights on the access code defined in this setup header.
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Transaction description. |
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This flag is used to activate or deactivate a transaction. |
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Access code that is used to restrict access to data by user or group of users. |
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It is the company or site group entered and used to filter the entries. |
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Tab Parameter Definitions
Presentation
In this tab, define the different elements such as the automatic printing of the return slip, the display of some information fields and the entry of information linked to stock management.
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Fields
The following fields are present on this tab :
Report
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This is the standard return note document code printed upon automatic print on entry completion. |
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Select this check box to automatically launch the printing of the document on entry completion.
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Stock
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This setup is used to define for this entry transaction a movement code used to specify rules for a specific type of movements. |
Miscellaneous
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The entered movement group corresponds to the default value that will be proposed upon return entry. This is statistical information that will be recorded in the stock journal at the moment of saving the return to stock. |
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The presence of this field is subject to activity code WRH.
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The presence of this box is subject to activity code WRH.
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Receipts
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This parameter that is used to define, for this entry transaction, whether the receipts to dock are authorized or not. |
Display
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This is the product description translated into the customer language. This description is the one that will be printed on the document. If the translation does not exist in the customer language, the un-translated product description is used. This description is also transferred to the next document.
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Setup used to define, for this entry transaction, if the field must be present in:
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This is the description entered on the product record. This description is transferred from the sales invoice to the purchase invoice in case of inter-company invoicing. When the invoice stems from another document, the standard description is inherited from the source line. |
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Setup used to define, for this entry transaction, if the field must be present in:
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Quantity on loan for the loan delivery line at the origin of the return line. |
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Setup used to define, for this entry transaction, if the field must be present in:
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This the date that is planned for the recording of the return. |
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Setup used to define, for this entry transaction, if the field must be present in:
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Loan delivery number at the origin of the loan return line. |
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Setup used to define, for this entry transaction, if the field must be present in:
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Tab Header / Line
Presentation
In this tab, define the management method for particular sections of your return entry screen.
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Fields
The following fields are present on this tab :
Header entry
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Movement group, initialized by the movement group of the transaction being used. |
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Product reference used as a filter to load the delivery selection window in the return management. Only those delivery lines with this product reference will be submitted in the selection window. |
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Product lines grid
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The first N columns specified in this field remain visible on the screen when scrolling. |
Line entry
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Tab Stock
Presentation
Use this tab to set up the stock information that will be accessible on the return line and in the detail screen when various information exist for a single return line (e.g. several lot numbers on a single return line). Define the management method of these sections in your return entry screen.
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Fields
The following fields are present on this tab :
Entry
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This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement.
The specific case of Customer returns: if the entry of PAC unit is allowed, then it is possible to modify the sales unit in the return by selecting a different sales unit among the following units:
When this is not the case, the sales unit will not be modifiable and the PAC/STK conversion factor and the STK quantity fields will not be displayed. The specific case of Loan returns: the entry in PAC is not possible in a loan return line. The sales unit is not modifiable for this type of return. |
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Setup used to define, for this entry transaction, if the product Supplier number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this entry transaction, whether the product Lot number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this entry transaction, whether the product Sub-lot number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, if the product Sub-lot number must be: |
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This setup is used to define, for this entry transaction, whether the entry status must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this entry transaction, if the location for the product receipt must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, whether the Order unitary price should be:
This information is used to intervene in the valuation of the stock receipt:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this entry transaction, whether the first product serial number for receipt to stock must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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The presence or absence of this option is subject to the activity code WRH.
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Setup used to define, for this entry transaction, if the field must be present in:
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Detail
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This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement. If the the entry of the PAC is possible, it is then possible to modify the PAC/STK conversion factor (on the condition that the product unit authorizes this modification). |
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Setup used to define, for this entry transaction, if the product Supplier number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the Major version numbermust be:
The management of the version numbers is only carried out at the Lot complement window level. |
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the Minor version number must be:
The management of the version numbers is only carried out at the Lot complement window level. |
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Setup used to define, for this entry transaction, if the field must be present in:
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The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to specify if, for this entry transaction, the printing of documents (in this case, stock labels) is authorized. |
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, if the number of documents to be printed can be entered or not. |
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, if the transaction price in the Stock input entry screen must be:
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Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
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Setup used to define if, for this entry transaction, the available to promise stock in the stock entry screen must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Lot
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Setup used to define, for this entry transaction, if it is mandatory for the lot expiry date to be entered. |
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Setup used to define, for this entry transaction, if it is mandatory for the lot title to be entered. |
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This setup is used to specify for each of the user free fields 1-2-3-4 of the Lot addition entry window whether these fields must be entered. These fields are used to associate additional information to a lot. |
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Tab Analytical
Presentation
In this function, the field Distribution line is not accessible
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Fields
The following fields are present on this tab :
Block number 1
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Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:
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This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:
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Parameter used to define, for this entry transaction, if the field must be present in:
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Specify for this transaction if the analytical dimension fields related to stock movements must be:
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Entry
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Grid Dimension line
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You can enter an analytical dimension type code on each table line. |
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Parameter used to define, for this entry transaction, if the analytical dimension must be:
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Action icon
Pre-loading the dimension types
Click the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.
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Specific Buttons
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At the end of the entry, this button is used to save the setup performed and trigger the generation of the corresponding screens.
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This button is used to copy the setup from or to another folder. |
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
You do not have access to this code
This message appears when the access code entered does not exist in your user profile. To solve this problem, choose an access code from the list displayed or (provided you have the authorization), add the requested access code to your user profile.