Sub-contract returns
Use the Subcontract transfers function to modify a stock line or a group of stock lines to transfer stock from a supplier to a new internal-type location.
The features to be covered by the function are determined by the choice of a stock change transaction of type Sub-contract return that can be set up.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
Presentation
On opening the function Subcontract returns, the user must choose a transaction from those set up.
Depending on the role planned by the chosen transaction, use the function to carry out movements of the internal type, that is to say a location change and/or status change and/or unit change (packing, unpacking), and all this within one site. You can either have one transaction for each role or combine roles on one transaction. A transaction performing a subcontract return of the supplier transfer can also be used for internal movements at the same time (status change and PAC unit change).
Selection block
The subcontract return is performed on a specific slip. The same slip can gather subcontract transfers for several products. It is however necessary to select the stock lines to be modified product by product.
The Product field of the Selection header block acts as a filter for stock lines to be moved.
Stock lines block
Use the Subcontract returns function to intervene on a stock line or a group of stock lines. These stock lines have to be selected by picking in the case of a mass subcontract return. They are shown in the Stock Selections panel. So that the stock lines appear in this selection panel, it is necessary to have entered a product code and sub-contractor code.
The selected stock lines generate lines on sub-contractor return slip.
Selection of stock lines
The Stock selection panel is loaded with all the stock lines of the product. These lines can be filtered in order to reduce their number and specify the additional filters in the dedicated window, activated using the Picking criteria button.
The selection is made by picking the displayed lines either one by one or as a group of lines. The selection of a group of lines is made by picking the first line to be selected and the last amongst the lines shown in the selection panel whilst holding the [Shift] key down: all the lines contained between these two lines are then selected. To select several groups of stock lines, the [Control] and [Shift] keys need to be used.
The stock quantity selected on a line is limited to the available quantity for this stock line (the available stock for each line is shown in the Stock lines selection panel).
Case of the products managed by serial numbers
The picking of the serial numbers to be modified can take place in several ways:
- by a multiple selection of consecutive serial numbers in the selection panel: the system aggregates on a single slip line the group of selected consecutive serial numbers,
- by selecting line by line the serial numbers to be processed: the system only aggregates serial numbers if the line by line selection is made in consecutive serial number order. As soon as the sequence is broken, the system creates a new slip line.
Sub-contract return
The lines on the note created in this way show, according to the setup of the selected sub-contractor return transaction, the source stock information and the target stock information.
Based on the role of the transaction used, it is possible to change the target information in order to specify the quantity to be processed, the target location, the target warehouse, the target status, the target unit, or the movement description either directly on the document line or via the sub-contractor return Detail entry screen if the selected stock must be distributed between several locations, several warehouses or with several statuses or several units.
Status change
For each product, in the Management tab of the product record, it is possible to specify if it is necessary to generate an analysis request if the new status will be of Q* type.
When creating the note, the system generates as many stock movements as there are modified stock lines.
It is not possible to modify a created sub-contractor return: to modify a previous movement, it is necessary to carry out a movement in the opposite direction. Nevertheless, the detail of the modifications made can be viewed by clicking Stock movement inquiry from the Actions icon on the slip line.
Subcontract return
Use the Subcontract returns function to transfer stock from a subcontract supplier to a new location. Transactions are used to foresee this type of transfer. These types of transactions contain a specific selection panel.
A single subcontract transfer note can only concern a single sub-contract supplier at a time, which is to be assigned in the selection panel.
- If the entered supplier is also defined as a customer, with one or several ship-to customer addresses, then entering a delivery address gives specifications on the ship-to customer and the subcontract location defined for this customer. The sub-contract location field in the stock transfer note is automatically loaded and can no longer be modified. If no location exists for the ship-to customer, the sub-contract location field of the transfer note can be manually entered.
- If the supplier is not defined as a customer, the system searches the location attached to the supplier (Commercial tab in the Supplier record): this location will be the target location. If no location has been defined for the supplier, it is necessary to enter the target location for the transfer in the stock transfer slip header.
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Fields
The following fields are present on this tab :
Block number 1
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The storage site is initialized by default with the usual stock site of the user. |
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Enter the entry number. |
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This is the description of the document. |
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This is the date which is used when posting the movement. It defaults to today's date but can be changed to an earlier date, if the selected date is in an open period in the accounting calendar.
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References of the project linked to the work order |
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Movement group, initialized by the movement group of the transaction being used. |
Intersites
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The name (title) of the production site. |
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This field is only useful in an inter-company context. In this case, the purchase site is loaded by default with the destination site, if it is a Purchase-type site. When this is the case, the system assigns the first Purchase-type site of the destination company.
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This is the default address code for the chosen receiving site. This address will be printed on the order document sent to the supplier. |
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This field specifies if the transfer is an inter-company transfer. It is not available for modification. |
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The sales site must be part of the same company as the start site. |
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This is the invoice number. |
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This is used to indicate whether the transfer must be invoiced or not. |
Subcontract
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Enter the supplier at the origin of the receipt. The selection lists specific to the intersite and intercompany orders and deliveries available for receipt are filered to those related to the entered supplier. From the Selection icon, you can:
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Sub-contractor address to which the transfer will be made. |
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In this field, enter a location by subcontract supplier address (where the supplier is defined as a customer). This location must be of the Sub-contractor type and will be used for sub-contractor deliveries.
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Selection
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This field is used to select theproduct. Selection start and end ranges must be entered for the product reference. |
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The display of this field depends on the setup of the entry transaction used. |
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The presence of this field is subject to the activity code WRH. |
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Reference of the location to be processed.
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Destination
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The presence of this field is subject to the activity code WRH.
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This field can only be viewed for stock changes of the Internal type.
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Stock picking
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This button is only available for Internal changes and when the entry transaction authorizes mass location changes. |
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This button is only available for Internal changes and when the entry transaction authorizes mass location changes. |
Grid Stock lines
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This field specifies the quantity to be processed expressed in PKU.
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This field indicates the quantity to process, expressed in STK. |
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Enter a new packing unit of measure. |
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Enter the PAC-STK coefficient (packing and stock UoM). |
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The presence of this field is subject to the activity code WRH.
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Enter the new status. |
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The type of location towards which the transfer will be carried out. |
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This is the location towards which the transfer must be carried out. The presence of this field and its management conditions (Displayed / Entered) depend on the setup of the entry transaction at use. |
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No help linked to this field. |
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This parameter is used to enter an analysis request to be processed with function quality control, when the status has been entered with value "Q". |
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A free description is entered in this field that will be registered in all the stock transactions associated with the shipment line. |
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Order price. |
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The setup determines whether the analytical dimensions can be modified. These are initialized in compliance with the default dimension setup.
In creation mode, as in modification mode, if an order line has been entered and the project code is modified, analytical dimensions are not reset. |
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Action icon
Enter stock chge det
In stock movement entry, a stock line (or a set of stock lines for consecutive serial numbers) can be distributed into multiple locations, statuses or units. To do so, open a detailed entry window to distribute the quantity into the required stock data.
The detailed entry window is composed of a header and a stock lines grid.
- The header picks up the stock characteristics of the stock line to be changed (or the stock lines if consecutive serial numbers have been selected) as well as the quantity to be processed.
- The table only picks up the target stock information that the stock transaction plans to modify as well as the quantity to be processed.
Within the header section of this window, under the [Options] button, it is possible to inquire and potentially modify the analytical sections attached to the issue and receipt movements, only in the case of a slip for a stock transfer from a site to another. In the case of subcontract return or supplier transfer slips, analytical sections are not managed.
Invoice
Stock by Site Report
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Menu Bar
Options/Transaction
This function is used to view the setup of the subcontract return transaction being used.
Options/Dimensions
This sub-menu makes it possible to view and possibly modify the analytical dimensions attached to the slip header.
Transport note / Sending
Presentation
Click this button to send the individual transportation note.
Use the Transportation doc communication function (FUNTRNDOC) for mass communication of transportation notes.
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Fields
The following fields are present on this tab :
Additional info
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Displays the departure date for this delivery or return.
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Displays the arrival date for this delivery or return. |
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Delivery departure time. |
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Delivery arrival time. |
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License plate of the vehicle carrying goods. |
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Enter the trailer license plate. |
Manual document
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If the web service is down, the transportation note must be communicated using a paper document including the paper document number and the internal system number. This communication must be done directly in the AT portal. This field must contain a slash character (/) separating the sequential number specific to the series (on the left) and the sequential number itself (on the right). This is needed for all transportation notes for manual documents. |
Communication
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This field displays the AT code for the Transportation note returned by the tax authority. This field populates automatically when you communicate using the web service. If you communicated the transport using a manual document, you need to enter the code from the tax authority manually.
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