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
| 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 on 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 on this setup header.
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| Transaction description. |
| Use this field to activate or deactivate a transaction. |
| This access code is used to restrict access to data by user or group of users. |
| 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
| This is the standard return note document code printed upon automatic print on entry completion. |
| Select this check box to automatically launch the printing of the document on entry completion.
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Miscellaneous
| 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. |
| The presence or absence of this option is subject to the activity code WRH.
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| The presence of this check box is subject to the WRH activity code.
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Display
| 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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| Specify, 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. |
| Specify, 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. |
| Specify, 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. |
| Specify, 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. |
| Specify, for this entry transaction, if the field must be present in:
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Stock
| This setup is used to define for this entry transaction a movement code used to specify rules for a specific type of movements. |
Receipts
| Select this check box to indicate that dock receipts are authorized for this entry transaction. Dock receipts are stock receipts on locations whose status is set to 'dock' or 'pending put-away'. In this case, the Dock location field is displayed on the receipt note header. You use this field to enter a location of the 'dock' type, which will be used as the default return location for all receipt note lines. Dock locations make it possible to receive stock even when the serial numbers and lot/sub-lot characteristics have not been identified yet. Using this type of receipt, you can receive goods right away and only sort them out and store them later. This put-away or storing process is done in the Put-away plan function. |
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Tab Header / Line
Presentation
In this tab, define the management method for particular sections of your return entry screen.
Fields
The following fields are present on this tab :
Header entry
| Movement group, initialized by the movement group of the transaction being used. Statistical information used in the stock transactions associated with the shipment. This value is fixed if the original document does not reference a movement group. Otherwise, the movement group of the document at the origin of the quality control is suggested in priority. |
| 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
| 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
| 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:
Otherwise, the sales unit cannot be modified and the PAC/STK coefficient and the STK quantity fields are not displayed. Special case ofLoan returns: The entry in PAC is not possible in a load return line. The sales unit cannot be modified for this type of return. |
| Use this parameter to define, for this entry transaction, if the product Supplier lot number must be:
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| Specify, 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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| Specify, 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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| Specify, for this entry transaction, if the field must be present in:
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| Use this parameter to define, for this entry transaction, if the Number of sub-lots must be displayed. |
| This setup is used to define, for this entry transaction, whether the entry status must be:
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| Specify, 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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| Specify, for this entry transaction, if the field must be present in:
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| Use this parameter to define, for this entry transaction, if the Order unitary price must be:
This information is used to intervene in the valuation of the stock receipt:
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| Specify, 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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| Specify, 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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| Specify, 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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| Specify, 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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| Specify, 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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| Specify, for this entry transaction, if the field must be present in:
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| This field is subject to the LPN - License plate no. management activity code. For this entry transaction, specify if the container and license plate number on the document line must be:
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| Specify, for this entry transaction, if the field must be present in:
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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). |
| Use this parameter to define, for this entry transaction, if the product Supplier lot number must be:
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| Specify, for this entry transaction, if the field must be present in:
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| This parameter is used for this entry transaction to define whether the Major version number should be:
The management of the version numbers is only carried out at the Lot complement window level. |
| Specify, 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. |
| Specify, 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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| Specify, for this entry transaction, if the field must be present in:
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| Specify if label printing is authorized for this entry transaction. You can authorize the printing of:
When printing is authorized, it is launched automatically when the stock receipt entry is completed. The automatic printing of stock labels applies when using an ADC terminal: all the setup rules required for the launch are specified in the Miscellaneous receipts function implementation documentation (ADCs). |
| Specify, 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 number of documents to be printed can be entered or not. |
| Specify, for this entry transaction, if the field must be present in:
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| Use this parameter to define, for this entry transaction, if the transaction price in the Stock receipt entryscreen 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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| Specify, 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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| Use this parameter to define if, for this entry transaction, the available to promise stock in the stock entry screen must be:
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| Specify, for this entry transaction, if the field must be present in:
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Lot
| Select this check box to indicate that the lot expiry date must be entered. |
| Select this check box to indicate that the lot title must 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
| 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
| 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:
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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
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.