Field help (RTNSTOUPD)

This information is, by default, initialized to 'Yes' (except if the user parameter RETININULL - Non init. returned quantities is set to 'Yes' in which case the indicator is positioned to 'Yes' provided that the user has entered the returned quantity).
When this zone is set to 'Yes', provided the transaction permits it, it is possible to enter the information required for the stock movement in the return line. Otherwise, no stock receipt is entered for the returned goods because they are damaged and so no stock receipt is requested, or because the entered return is an expected return and thus the stock receipt is to be performed on receiving the goods.

According to the product configuration, some stock characteristics should be mentioned. These characteristics are:

• The "status". This is the product quality status.
• The "location type" and "location" if the product is managed on locations.
• The "internal lot".
• The number of "sub-lots" and the "sub-lot" number. The end "sub-lot" is calculated if several sub-lots are entered and if they are in a row (this information cannot be modified).
• The "supplier lot".
• The "serial number" if the product runs in series. The "end serial number" if several serial numbers are returned and are in a row (this information cannot be modified).
• The "movement description". This description is specified in the stock journal.

At return line end, a window for the Stock detail entry may open automatically if part of this information has not been entered or initialized. They should then be entered in this detail screen.

Besides the stock characteristics of the product, some rules control the stock receipts. For a loan return these rules can be described in a general fashion, see Stock management rules, in the section 'Loan return'. These rules can also be refined by Product category or by product category narrowed down by site. A stock receipt rule for a loan can also be defined by 'Product category' for a particular movement typology (see definition of the movement code in the setup of transactions related to Loan returns).

In the case of a loan return, since registering the delivery is mandatory, almost all the information is initialized automatically based on the stock information of the original document line. Some information must be entered manually or can be initialized according to the setup linked to this 'loan return' receipt movement.

• The Status: it is initialized based on the delivery status if it is authorized by the management rule assigned to the 'Loan return' movement type (see 'Status', and 'Authorized sub-status'). If the delivery status is not authorized for the management rule defined in the return, then the default status of the management rule is used.

The status is not mandatory in the return line but if it is not entered, the 'stock' detail window automatically opens at the line end so the status can be specified. In some cases, it is possible not to enter this status intentionally on the document line as the quality of the goods to be returned is different and because a split is required. This split will then be entered in the 'Stock' detail window. If the sign '$' is displayed in this zone at the end of the document line entry, it is because different status have been assigned and that a sub-detail exists for stock lines.

According to the management rule used for 'Loan return' movement typology, it is possible to set up the generation of an analysis request upon receiving the goods in stock if the status of goods is set to status to be controlled (Q * ).

• The location type and the location: if the product is managed on locations a default location can be initialized with respect to the management rule assigned to the 'Loan Return' movement type and to the locations set up in the 'Product/Site' record. The semantics identifying a location category make it possible to associate to this category a type of location and a potential location in the 'Product/site' record. The location type and the location defined in the 'Product/Site' can refer to a group of location types and/or locations if wildcards ( ?,*) are used in their definition (See Location Types and Product/Site). For some location typologies, their assignment will depend on their availability and on their capacity (capacity management). This information can be modified is necessary.

If the return transaction allows it, a location of the "dock" type can be entered in the return header. If this is the case, this location is systematically suggested by default. Dock-type locations are not suggested upon selection if dock receipts are not specified in the return transaction.

In some cases, it is possible not to enter a location and/or location type intentionally as the goods to be returned are distributed on different storage locations. This distribution is thus entered in the stock detail window. On terminating the entry, if the sign '$' is displayed in these zones, it is because different location types and/or locations have been assigned and that a sub-detail exists for stock lines.

From the 'Location Type' field, the contextual button can be used to:

• Select a location type.
• Tunnel access the table of location types, granted the user has authorization.

From the 'Location' field, the contextual button can be used to:

• Select a location.
• Tunnel access the table of locations, granted the user has authorization.
• Tunnel access the inquiry of 'Occupied locations', granted the user has authorization.
• Tunnel access the inquiry of 'Dedicated locations' for the product being entered, granted the user has authorization.
• The Internal lot: this information cannot be accessed on the return line. If the return is related to a delivery which only registers one lot number then this number is displayed on the line. If the original document, registers several lot numbers, the $ sign is displayed in the lot zone. If the delivery is a multi-lot delivery and the return only applies to part of the delivery, then the choice of sub-lot is carried out using the stock detail screen (by deleting unecessary lines). Same goes for the management of sub-lot numbers.
• The lot supplier: this information cannot be accessed in this context regardless of the management rule associated with the product category. The suggested lot is the taken from the original delivery.
• The Serial number: this information cannot be accessed on the return line in this context. If the serial numbers of the delivery line are in a row, then they are displayed on the return line. Otherwise, the $ sign is displayed in both fields so as to indicate the returned number are not ordered. If the original document contains several serial numbers and the return only applies to part of these numbers, then it is necessary to enter the stock detail window in order to choose the appropriate numbers. Only the serial numbers of the original delivery line can be selected. The selection window of serial numbers only suggests the serial numbers of the original document line.

Note regarding the entry kinematics upon creating a return:

When creating a return line by selecting a delivery line and several stock detail line are generated, the stock information can only be modified using the window Stock Detail. Only the following can still be accessed: 'Quantity' and 'Description' of the movement.

When only one stock detail line exists, the information related to the 'Status', 'Location type', 'Location' and 'Movement description' can be modified.

If the quantity is modified on the return line and several stock detail lines exist, then the detail window opens automatically so as to choose which line(s) is impacted by this modification.

If the quantity is increased on the return line and only one stock detail line exists, then the detail window opens automatically so as to specify whether the additional quantity applies to the same detail line or to another detail line.

If the quantity is decreased on the return line and only one detail line exists, then the stock window does not open.

Note related to the management of coefficients and return units:

When the return originates from the delivery, the units used to perform the stock movement are the ones of the delivery. This way, if a shipment has a box for sales unit, but the associated stock is calculated by the unit, then the unit used by default to carry out the receipt is the stock unit.

It is not possible to modify the conversion factor between the return unit and the stock unit. In the stock detail window, if other units are used or if lines with different coefficients are entered, then the unit of the return line is replaced by the stock unit so as to ensure that the conversion is performed with the units used upon stock receipt.