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

SEEREFERTTO 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

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.

Selection

Company (field CPY)

This field is used to specify the company code.
The company is automatically loaded with the company of the user's default storage site. It remains modifiable.
It is possible to display the returns of all the companies by leaving this field blank. In this case, the site field is automatically left blank.

Return site (field PNHFCY)

This field is used to indicate the storage site.
This site is automatically loaded with the user's default storage site. It can be left blank.
In that case, the inquiry will display all the company's returns.

From supplier (field BPSNUMDEB)
To supplier (field BPSNUMFIN)
From return (field PNHNUMDEB)
To return (field PNHNUMFIN)
From project (field PJTDEB)

Use these fields to 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:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content 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 cost structure or the project operational 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'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

 
To project (field PJTFIN)
Whole project (field PJTDSPALL)

Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational 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".
Start date (field RTNDATDEB)

These two fields are used to define the date ranges.
These ranges are used to filter the returns with a return date included within this time interval.
They are initialized by default in the following manner:

  • the end date is initialized with the current date postponed to the last day of the month,
  • the start date is initialized with the first day of the month coming from the current date minus two months.
End date (field RTNDATFIN)
Product (field ITMREF)

This field contains the reference identifying the product.

Status

Validated (field CFMFLGO)

The validated returns are selected when this box is checked.
SEEINFOThe validated returns that are not pending credit memos are considered as being invoiced.
Not validated (field CFMFLGN)

The non-validated returns are selected when this box is checked.

Block number 3

Invoiced (field INVFLGO)

The returns completely invoiced are selected when this box is checked.

Not invoiced (field INVFLGN)

The returns that are not invoiced or only partly invoiced are selected when this box is checked.

Tab Search results

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'.

Grid

Return no. (field PNHNUM)
Supplier (field BPSNUM)
Bill-by BP (field BPSINV)
Pay-to (field BPRPAY)
Project (field PJT)

This field displays the associated project code. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content 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 cost structure or the project operational 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'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).
Address (field BPAADD)
Return date (field RTNDAT)
Delivery mode (field MDL)
Product (field ITMREF)
UOM qty. (field QTYUOM)
STK-PUR conversion (field UOMPUUCOE)
PUR qty. (field QTYPUU)
Invoiced PUR (field INVQTYPUU)
Return unit (field UOM)
Currency (field NETCUR)
Net price (field NETPRI)
Order site (field POHFCY)
Order no. (field POHNUM)
Receipt no. (field PTHNUM)
Return site (field PNHFCY)
Tax rule (field VACBPR)
Description (field ITMDES)
Purchase unit (field PUU)
Line amount - tax (field LINAMT)
Line amount + tax (field LINATIAMT)
Line type (field LINTYP)
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.

Specific actions

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'.

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.

 Please see the Inquiry screens documentation.

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.

Selection

Active memo (field MEMO)
Company (field CPY)

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.
Return site (field PNHFCY)
From supplier (field BPSNUMDEB)
To supplier (field BPSNUMFIN)
From return (field PNHNUMDEB)

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.
To return (field PNHNUMFIN)
From project (field PJTDEB)

Use these fields to 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:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content 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 cost structure or the project operational 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'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

 
To project (field PJTFIN)
Whole project (field PJTDSPALL)

Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational 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".
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.
End date (field RTNDATFIN)
Product (field ITMREF)
field TSICOD
field TSSCOD

Status

Validated (field CFMFLGO)

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.
Not validated (field CFMFLGN)
Invoiced (field INVFLGO)
Not invoiced (field INVFLGN)

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.
Posted (field PSTFLGO)
Not posted (field PSTFLGN)
Printed (field PRNFLGO)
Not printed (field PRNFLGN)

Display

Screen code (field ECRAN)
Sort order (field TRI)

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation