Customer Returns
Use this function to manage the settings for the customization of the customer returns 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 customer returns. Each transaction, identified by a code and a text description, appears in a selection window when calling the Customer 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.
Close
Fields
The following fields are present on this tab :
Customer return transaction
|
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.
|
|
Transaction description. |
|
This flag is used to activate or deactivate a transaction. |
|
Access code that is used to restrict access to data by user or group of users. |
|
|
Close
Tab Parameter Definitions
Fields
The following fields are present on this tab :
Report
|
Il s'agit du code du document de bon de retour standard imprimé lors d'une impression automatique en fin de saisie. |
|
Select this check box to automatically launch the printing of the document on entry completion.
|
Stock
|
This setup is used to define for this entry transaction a movement code used to specify rules for a specific type of movements. |
|
This field is used to specify, for this transaction, the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting postings along with the stock movements created with this transaction. |
Miscellaneous
|
Movement group, initialized by the movement group of the transaction being used. |
|
The presence of this field is subject to activity code WRH.
|
|
The presence of this box is subject to activity code WRH.
|
Receipts
|
This parameter that is used to define, for this entry transaction, whether the receipts to dock are authorized or not. |
Display
|
Use this parameter to define if the inter-site nature of the document must be displayed or not. Inter-site documents are used for exchanges between different sites. These sites can belong to different legal companies, but only if they are defined as ‘inter-company’.
|
|
Use this parameter to define if the inter-company nature of the document must be displayed or not. A inter-company document is considered as such if it meets the following criteria:
|
|
La quantité livrée, exprimé dans l'unité de retour, n'est pas saisissable. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Net price. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Il s'agit du numéro d'avoir client si la ligne de retour a fait l'objet d'un avoir. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Il s'agit du numéro de la livraison à l'origine de la ligne de retour. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Dans le cadre de l'inter-société, N° du retour d'achat qui est à l'origine du retour de vente. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
Close
Tab Header / Line
Presentation
In this tab, define the management method for particular sections of your return entry screen.
Close
Fields
The following fields are present on this tab :
Header entry
|
The bill-to customer code must be active. In all cases, it is initialized by the bill-to customer code associated with the sold-to customer in the latter's record. These is the possibility to modify the bill-to customer if necessary. From this field, it is possible to select a customer or access customer management by tunnel if the user's authorizations allow it. Once the order is partly delivered, this information will no longer be accessible. Special features linked to the inter-company: In the case of an inter-company order automatically generated from a purchase order, the bill-to customer corresponds to the customer associated with the invoicing site entered in the purchase order. This information is not modifiable in this context. |
|
This the date that is planned for the recording of the return. |
|
Movement group, initialized by the movement group of the transaction being used. |
|
This is the date beyond which it is normally no longer possible to register returns. |
|
Il s'agit du code opérateur habilité à créer, modifier, supprimer le retour. |
|
|
Header entry
|
Date de livraison servant de filtre pour
l'alimentation de la fenêtre de sélection des livraisons dans la
gestion des retours. |
|
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. |
|
|
|
|
|
|
|
|
|
|
|
|
Product lines grid
|
The first N columns specified in this field remain visible on the screen when scrolling. |
Line entry
|
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.
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
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. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Il s'agit de la quantité prévue de retour par le client. Elle est exprimée en unité de vente. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
This field is used to indicate the return reason. It is controlled in the return reason miscellaneous table. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Il s'agit de la date à laquelle on crée la ligne de retour. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
This is the order update indicator. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Cet indicateur d'avoir permet de savoir si on désire générer une ligne d'avoir pour cette ligne de retour.
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
|
|
|
Close
Tab Stock
Presentation
In this tab, the setup is carried out on 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). Set up the management method of these sections in your return entry screen.
See the Stock receipt setup documentation.
Close
Fields
The following fields are present on this tab :
Entry
|
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. |
|
Setup used to define, for this entry transaction, if the product Supplier number must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this entry transaction, whether the product Lot number must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this entry transaction, whether the product Sub-lot number must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Setup used to define, for this entry transaction, if the product Sub-lot number must be: |
|
This setup is used to define, for this entry transaction, whether the entry status must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this entry transaction, if the location for the product receipt must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
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:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this entry transaction, whether the first product serial number for receipt to stock must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
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:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
|
|
|
|
Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
The presence or absence of this option is subject to the activity code WRH.
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
Detail
|
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). |
|
Setup used to define, for this entry transaction, if the product Supplier number must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
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. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
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. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
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:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
|
|
|
|
Parameter used to specify if, for this entry transaction, the printing of documents (in this case, stock labels) is authorized. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Setup used to define, for this entry transaction, if the number of documents to be printed can be entered or not. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Setup used to define, for this entry transaction, if the transaction price in the Stock input entry screen must be:
|
|
Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
|
|
Setup used to define if, for this entry transaction, the available to promise stock in the stock entry screen must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
Lot
|
Setup used to define, for this entry transaction, if it is mandatory for the lot expiry date to be entered. |
|
Setup used to define, for this entry transaction, if it is mandatory for the lot title to be entered. |
|
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. |
Close
Tab Analytical
Presentation
In this function, the field Distribution line is not accessible
Close
Fields
The following fields are present on this tab :
Block number 1
|
Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:
|
|
This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:
|
|
Parameter used to define, for this entry transaction, if the field must be present in:
|
|
Specify for this transaction if the analytical dimension fields related to stock movements must be:
|
Entry
|
|
Grid Dimension line
|
You can enter an analytical dimension type code on each table line. |
|
Parameter used to define, for this entry transaction, if the analytical dimension must be:
|
Close
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.
Close
Specific Buttons
|
At the end of the entry, this button is used to save the setup performed and trigger the generation of the corresponding screens.
|
|
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.