Return receipt

Return documents

• Description
  • Quantity determination
• Functionality
• Related topics
• Technical documentation

Description

Return documents can be created to return goods to suppliers. However, they are only used after the goods receipt PO has created a goods receipt document. Return documents are not created if the goods are rejected at goods receipt.

In order to be able to carry out a supplier evaluation, several defect reasons can be given per item of a return document why the goods are returned in quantity(QS defects).

In addition, it can be indicated on the return item how and whether a new delivery is to be made at all(instruction):

• Return for rework
• Return for new production
• Cancellation

When a return document is created, the quantity is determined as follows:
The delivery note quantity on the return item is the quantity originally stored on the goods receipt. This quantity cannot be changed here. The recorded return quantity also reduces the open QA quantity of the goods receipt if the part has been marked as a QA part.

QS part:
Open QA quantity can be returned and is entered as a default quantity in the return document when it is created.
When saving, however, you also have the option of returning the entire quantity already released by QA that has neither been provided, returned or put into storage.

Non-QS part:
The goods receipt quantity is reduced by the quantity already provided, the quantity put away and any quantity already sent back. The quantity left over here is transferred to the return document as a proposal. The suggested quantity can no longer be increased for non-QA parts.

Goods receipts can only be sent back by return document if this goods receipt has not yet been completely prepared. It is therefore the responsibility of the goods receipt department to create these return documents.

Functionality

• Input window
• Position window
• List window
• Position evaluation window
• Selection window

Input window

This window is for maintaining return documents. You can select a return document by entering the desired number in the Number field and confirming with RETURN. If you want to call up the list window, you can select the menu item "Search".

New return documents must be posted in order to trigger a transaction.

Menu

Menu item	Description
Edit	-
: Recipient	-
: : Supplier	Select supplier as recipient
: : Company	Select company as recipient
: : One-way address	Enter address data directly
: Texts	-
: : Subject	-
: : : Text	Maintain subject as simple text
: : : MS-Word	Maintain subject as Word document
: : Cover letter	-
: : : Text	Maintain cover letter as simple text
: : : MS-Word	Maintain cover letter as Word document
: Conditions	-
: : Insert	-
: : : Purchasing conditions	Insert purchasing conditions
: : : Text modules	Insert text modules
: : : Condition groups	Insert condition groups
: : Create	-
: : : Terms of delivery (pricing)	Create delivery condition
: : : Shipping method	Create shipping method
: : : Text module	Create text module
: : Remove	Remove condition
Booking	Posting a return document
: Cancel booking	Cancel the booking of the return document
: Print	-
: : : With OLE in the foreground
: : : With OLE in the background
Close	Close window
Search	Call up list window

Toolbar

Symbol	Description
	Create new return document
	Save changes
	Print return document
	Print, fax, email...
	Create/edit notes
	Display document history
	Insert text modules
	Show part
	Show order item
	Show stock level
	Display stock movements
	Display disposition movements
	Show logistics account

Fields

Field	Description
Return receipt
: Number	Return voucher number
date	Creation date
: Editor	The logged-in user is specified as the processor when a new return document is entered. You can select another employee from the employee selection list.
: Statistical period	Selected statistical period
: Recipient	Selected recipient
Delivery address.	Delivery address of the selected recipient
: Delivery text	Delivery text
Subject	Subject as plain text or Word document
Conditions
: Conditions	Listing of the conditions
: Delivery note data	-
: : Forwarding agency	Selected forwarding agency
: : Type of packaging	Type of packaging
: : Gross weight	Gross weight
: : Packed, Date
: : Shipping date	Shipping date
: : Shipping costs	Shipping costs
cover letter
Letter as simple text or Word document
Positions
: List	List of positions

Buttons

button	Description
OK	Changes to the return document are saved. If no changes are made, the button is locked.
New	The input window is cleared.
Booking	The displayed return document is posted.
Close	The window is closed without saving changes. If you want to save the changes, you must press the "OK" button.

 

Position window

Menu

Menu item	Description
Edit	-
: Return document	Go to superior position
: Cause of error	-
: : Insert	Insert cause of error
: : Remove	Remove cause of error
Close	Close window

Toolbar

Symbol	Description
	Create new return item
	Save changes
	Print return item
	Go to superior position
	Display document history

Fields

Field	Description
Number	Return item number
predecessor	The preceding document assigned to this return item (goods receipt)
Part	The part assigned to the preceding document
LS quantity	The delivery note quantity on the return item is the quantity originally stored on the goods receipt. This quantity cannot be changed here.
Quantity returned	The quantity to be returned.
Price	Price resulting from the transaction document
QS defects	In order to be able to carry out a supplier evaluation, several reasons for defects can be given per item of a return document as to why the goods are being returned in quantity These can be maintained via the context menu. REASON_FOR_PURCHASE_RETURN" must be available as the order term.
Instruction	Selection of the instruction for the supplier, which can be seen on the printed complaint document: not specified Return for rework Return for new production Cancellation If you choose return, a new delivery date can still be entered.
New delivery date	Indication of the new delivery date for reworking or new production. Please note that the new delivery date is only intended as information for the supplier. In order to be able to send a reminder for the new delivery, it is necessary to enter the new delivery date in the delivery schedule of the order!
Verurs. KSt	Causing cost centre, if return must be sent back due to own fault (cost centre xyz drove against it with the forklift etc...)
Comment	Additional comment for the supplier, which is visible on the printed complaint document.
Int. commentary	Internal comment

Buttons

button	Description
OK	Changes to the return item are saved. If no changes are made, the button is locked.
New	The input window is cleared.
Delete	The displayed return item is deleted.
Close	The window is closed without saving changes. If you want to save the changes, you must press the "OK" button.

 

List window

Used to list return documents.

Menu

Menu item	Description
Edit	-
: Print	-
: : : With OLE in the foreground
: : : With OLE in the background
: Position evaluation	Call up position evaluation window

Toolbar

Symbol	Description
	Create new return document
	Processing a return document
	Print return document
	Print, fax, email...
	Create/edit notes

Search fields

Field	Description
Number	Search by return document number
Date	Search by creation date
Booked	Search by booking status
Forwarding agent	Search for carrier
Statistical period	Search by statistical period

Buttons

button	Description
Edit	The current return document is displayed in the input window.
New	An empty input window opens.
Delete	The selected return document is deleted.
Close	The window is closed.

 

Position evaluation window

Toolbar

Symbol	Description
	Copy to clipboard

Search fields

Field	Description
List	Listing of the return document items

Buttons

button	Description
Close	The window is closed.

 

Selection window

This window is for selecting a return document.

Search fields

Field	Description
Number	Search by return document number
Date	Search by creation date
Booked	Search by booking status
Forwarding agent	Search for carrier
Statistical period	Search by statistical period

Buttons

button	Description
OK	The selected return document is copied.
Close	The selection is cancelled.

 

Related topics

• Index

 

---

Technical documentation

• Implementation
• Quality assurance
• Return document basic module
  • Return document editing module
  • Return document selection module

Return document basic module

Module name

puretour.mod

Classes

CX_PURCHASE_RETURN

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
PURCHASE_RETURN_CHANGED	Return document object	Return document was changed
PURCHASE_RETURN_CREATED	Return document object	Return document was created
PURCHASE_RETURN_DELETED	Return document object	Return document was deleted

 

Sent messages

Message	Parameters	Function	Receiver module

 

Return document editing module

Module name

puretedt.mod

Classes

CX_PURCHASE_RETURN

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security

 

Sent messages

Message	Parameters	Function	Receiver module

 

Return document selection module

Module name

puretsel.mod

Classes

CX_PURCHASE_RETURN

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security

 

Sent messages

Message	Parameters	Function	Receiver module
PURCHASE_RETURN_SELECTED	Return document object, recipient	Return document was selected