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Projects:ReturnMaterial/Functional Documentation

Contents

Return from customer

RMC: Return material to customer. This flow manages customer returns orders, the physical inbound of returned materials and the financial settlement for customer refunds

Window: RFC


Header

Form

Status bar

Grid

Bulbgraph.png   Note: From the header tab you can also print and email the document

Lines

This tab is not editable, since the returned lines always come from shipment lines, to avoid:

Grid

Form

States

Due to technical constraints (see 1, 2) this flow/states won't be, for a while, exactly as described.

Since then

Pick/Edit lines button

When the status of the document is Draft there will be a button named Pick/Edit lines where you can select goods receipt lines

The grid will have and in this order the following columns:

The window allows you:

Has two buttons:

Validations

Column Return: The quantity cannot be bigger than the Received quantity

Insert lines

This happens when you are selecting a record that is still not present in the RM. The process does:

Edit/Remove lines

Remember that lines cannot be edited so in case you need to edit or remove a line you have to:

Credit/refund button

In case the original sales order was not invoiced yet the process to invoice the RM would follow the standard flow of invoicing at Openbravo

Configuration for Leave as credit

A new execution process has been developed in order to leave an invoice as credit to be used later when completing it.

So in case you want to do a replacement you should select this newly Payment method. Then you click Create credit button it will create the corresponding invoice following the standard at Openbravo (invoice terms, payment terms and payment method) leaving the amount as credit to be used later

Window: RM receipt

Header

Fields:

Status bar:

Lines

This tab is not editable, since the returned lines always come from RM lines, to avoid:

Fields:

Pick/Edit lines

Click this button to pick/edit lines that come from RM from customer. This button is shown when the state is Draft.

This P&E window will have the following fields and in this order:

And two buttons:

Flows supported:

Validations

Bin for returns

You will be able to configure a default storage bin for returning. A new field will be added in the warehouse tab named Bin for returns. So the way to configure would be:

This bin will be populated automatically but you could change it

Rejected

Scenario 1:In this scenario in case of receiving the two pending goods, you reject them. When this happens the process will do:

Scenario 2:In this scenario you accept one and reject the other. The process will do

Document types

Two more document types will be created for RMC flow.

If AR Credit memo is used instead, since the quantities in this document can only be positive the process that generates the invoice will update the Invoiced quantity of the RM as (-1*Quantity)

Bulbgraph.png   These two documents will be included in the Document types data set that comes out of the box

Return to vendor

RTV: Return material to vendor. This flow manages vendor returns orders, the physical outbound of returned materials and the financial settlement for vendor refunds

To see the visual flow click here

Window: RTV

Header

Form

Status bar

Grid

Bulbgraph.png   Note: From the header tab you can also print and email the document

Lines

This tab is not editable, since the returned lines always come from goods receipt lines, to avoid:

Form

Grid

States

Due to technical constraints (see 1, 2) this flow/states won't be, for a while, exactly as described.

Since then

Pick/Edit lines button

When the status of the document is Draft there will be a button named Pick/Edit lines where you can select goods receipt lines

The grid will have and in this order the following columns:

The window allows you:

Has two buttons:

Validations

Column Returning: The quantity cannot be bigger than the Received quantity

Insert lines

This happens when you are selecting a record that is still not present in the RM. The process does:

Edit/Remove lines

Remember that lines cannot be edited so in case you need to edit or remove a line you have to:

Window: RTV shipment

Header

Form

Status bar:

Grid

Lines

This tab is not editable, since the returned lines always come from RTV lines, to avoid:

Form

Grid

Pick/edit lines

This button is shown when the state is Draft

It will have the following fields:

Validations

Document types

Two more document types will be created for RTV flow.

If AP Credit memo is used instead, since the quantities in this document can only be positive the process that generates the invoice will update the 'Qty in the M_Matchpo and M_Matchinv as (-1*Quantity)

Bulbgraph.png   These two documents will be included in the Document types data set that comes out of the box. A module script will also be developed in order to include both documents for customers that update their instances

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