Sales > Inquiries > Returns > Return reason ranking 

This function provides access to the graphical inquiry that displays, in the form of a pie chart, the return reason ranking by returned tax excl. amount over the considered period.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

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

  • 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 deliveries of all the companies. In that case, the site is automatically forced to empty.
  • Site: It is the shipment site. The shipment site is automatically loaded with the user's default stock site. It can be forced to empty. In that case, the inquiry will deal with all the company's deliveries.
  • Customer                   : When accessing the inquiry from a customer record, the customer code is loaded with the customer code of the record being viewed. Otherwise the customer code is not entered. If no customer is mentioned, the inquiry will relate to all the customers of the folder.
  • Standard: This check box is used to select the deliveries in the "Standard" and "Sub-contract" categories. The sub-contract deliveries cannot be billed.
  • Loan: This check box is used to select the loan-type deliveries. These deliveries are intended to be returned before a specific date. In some cases, they can be invoiced when the planned return date is exceeded.
  • Validated: This check box is used to select the validated deliveries. Deliveries with performed stock issue.
  • Not validated: This check box is used to select the non-validated deliveries. In other words the deliveries being prepared.
  • Invoiced: This check box is used to select the invoiced deliveries.
  • Not Invoiced: This check box is used to select the non-invoiced deliveries.
  • Returned: This box is used to select the deliveries of loan type that are totally or partly returned
  • Not returned: This check box is used to select the deliveries of loan type that are not returned

    • Time-related criteria:

      • Start date: The start date is initialized with the first day of the month coming from the current date minus two months.
      • 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 is used to specify the criteria for the selection and display of the deliveries to be viewed.

    Selection criteria:

    - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

    - Customer : The inquiry can concern all the customers or a specific customer.

    - Delivery number ranges.

    - Date range:

    - The category of delivery to inquire: Regular delivery, loan delivery.

    - Delivery status to be consulted: Validated delivery, non validated delivery.

    - Invoicing status of deliveries: Invoiced delivery, non invoiced delivery.

    - Return status of deliveries: Returned delivery (also includes partially returned deliveries), non returned delivery.

    Display criteria:

    - Order display order in the grid by number or by date.

    - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

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

    This screen is used to specify the criteria for the selection and display of the deliveries to be viewed.

    Selection criteria:

    - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

    - Customer : The inquiry can concern all the customers or a specific customer.

    - Delivery number ranges.

    - Date range:

    - The category of delivery to inquire: Regular delivery, loan delivery.

    - Delivery status to be consulted: Validated delivery, non validated delivery.

    - Invoicing status of deliveries: Invoiced delivery, non invoiced delivery.

    - Return status of deliveries: Returned delivery (also includes partially returned deliveries), non returned delivery.

    Display criteria:

    - Order display order in the grid by number or by date.

    - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

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

     

    • From delivery no. (field SDHNUMDEB)

     

    • To delivery no. (field SDHNUMFIN)

     

    • Start date (field DLVDATDEB)

     

    • End date (field DLVDATFIN)

     

    Deliveries to process

    • Normal (field LNDN)

    This screen is used to specify the criteria for the selection and display of the deliveries to be viewed.

    Selection criteria:

    - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

    - Customer : The inquiry can concern all the customers or a specific customer.

    - Delivery number ranges.

    - Date range:

    - The category of delivery to inquire: Regular delivery, loan delivery.

    - Delivery status to be consulted: Validated delivery, non validated delivery.

    - Invoicing status of deliveries: Invoiced delivery, non invoiced delivery.

    - Return status of deliveries: Returned delivery (also includes partially returned deliveries), non returned delivery.

    Display criteria:

    - Order display order in the grid by number or by date.

    - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

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

    • Loan (field LNDO)

     

    Block number 3

    • Validated (field CFMFLGO)

     

    • Not validated (field CFMFLGN)

     

    Block number 4

    • Invoiced (field INVFLGO)

     

    • Not invoiced (field INVFLGN)

     

    Loan delivery

    • Returned (field RTNFLGO)

     

    • Not returned (field RTNFLGN)

     

    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.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation