Projects:ReturnMaterial/Technical Documentation

Contents 1 Introduction 2 Tables 2.1 C_Order 2.2 C_OrderLine 2.3 M_InOut 2.4 M_InOutLine 3 Modified core windows 3.1 Sales/Purchase Order, Goods Shipment/Receipt 3.2 Warehouse and Storage Bins 3.3 Document Type 4 New Windows 4.1 Return Reasons 4.2 Condition of the goods 4.3 Return from Customer 4.4 Return to Vendor 4.5 Return Material Receipt 4.6 Return Material Shipment 5 Processes 5.1 Pick/Edit Lines for Return Orders 5.2 Pick/Lines for Return Material Receipt 5.3 Pick/Lines for Return Material Shipment 5.4 Create Credit button 6 Reports 6.1 Return from Customer and Return to Vendor windows print document 6.2 Return to Vendor Shipment window print document 7 Other changes 7.1 Leave As Credit execution process

Introduction

In this document are explained all the needed developments to fulfill the requirements of the project.

Tables

Tables needed to store material return documents and its lines. Existing C_Order and C_OrderLine tables. Below is a list of the new columns needed to core tables

C_Order

ColumnName	Type	Comment
DocStatus	varchar2(60)	New statuses to add: Acknowledged. Awaiting Return Material Partial shipment received Shipment fully received Shipment fully received. Credit Memo created.
C_Return_Reason_ID	varchar2(32)	foreign key
Materials_Condition	varchar2(60)	Closed list:
RM_PickFromShipment	char(1)	Button for pick and execute process
RM_ReceiveMaterials	char(1)	Button for pick and execute process
RM_CreateInvoice	varchar2(60)	Button for process to create invoice

C_OrderLine

ColumnName	Type	Comment
C_Return_Reason_ID	varchar2(32)	foreign key
M_InoutLine_ID	varchar2(32)	Identifies the original inout line that is returned.

M_InOut

ColumnName	Type	Comment
RM_Receipt_Pickedit	char(1)	Button for pick and execute process
RM_Shipment_Pickedit	char(1)	Button for pick and execute process
M_Condition_Goods_ID	varchar2(32)

M_InOutLine

ColumnName	Type	Comment
M_Condition_Goods_ID	varchar2(32)

Modified core windows

Sales/Purchase Order, Goods Shipment/Receipt

Header

Filter

modified to show only documents related to Document types that are not return documents

Warehouse and Storage Bins

Header

Returned bin

New field to set the default storage bin for customer returns.

Document Type

Header

Return

New flag to identify return documents. Valid for Orders, Receipt/Shipments and Invoices.

Collateral changes

Initial client setup

The initial client setup process modified to create the return document types for purchase/sale orders, receipts/shipments and purchase/sale invoices. In the invoices case existing reversal invoices are updated to enable this flag.

Document Type validations

Document Type fields on windows for orders and shipment/receipts (including existing core ones) have been updated to include a filter by the new flag. Enabled or disabled depending on the window. All Return windows must are identified using an auxiliary input named isReturnMaterial.

AD_Get_DocType function

Core's AD_Get_DocType modified to filter out Return enabled document types.

Order, InOut, Invoice post procedures

New validation added on the Book/Complete action of C_Order_Post1, M_InOut_Post and C_Invoice_Post procedures. It is not possible to book/complete return documents with positive quantities.

Generate Shipments process

Modify M_InOut_Create to filter out return orders.

Create Shipments from Orders process

Filter out return orders. GenerateShipementsmanual_data.xsql file.

Create lines from process of Goods Receipt/Shipment

Filter out return orders. CreateFrom_Shipment_data.xsql file.

Create invoices from Orders process

Filter out return documents. GenerateInvoicesmanual_data.xsql file.

Pending Goods Receipt process

Filter out return orders. MaterialReceiptPending_data.xsql file

New Windows

Return Reasons

Window with a single tab based on new table C_Return_Reason.

Fields:

• Organization
• Value
• Name
• Active
• Return from customer. Flag used to filter drop down list on Return from Customer window.
• Return to vendor. Flag used to filter drop down list on Return to Vendor window.
• Description

Condition of the goods

Window with a single tab based on new table M_Condition_Goods.

Fields:

• Organization
• Value
• Name
• Description
• Active

Return from Customer

Window copy of Sales Order. Quantities and amounts are stored as negative numbers in database but shown as positive numbers in the window using canvas fields.

Header

Filter:

• Only shows orders related to Return doctypes with IsSOTrx enabled.

Buttons:

• Standard docAction
• Pick/Edit lines
• Create Credit

Lines

Read only tab. Lines are managed using the Pick/Edit Lines pick and execute process.

Return to Vendor

Window copy of Purchase Order. Quantities and amounts are stored as negative numbers in database but shown as positive numbers in the window using canvas fields.

Header

Filter:

• Only shows orders related to Return doctypes.

Buttons:

• Standard docAction
• Pick/Edit lines

Lines

Read only tab. Lines are managed using the Pick/Edit Lines pick and execute process.

Return Material Receipt

Window copy of Goods Shipment. Quantities and amounts are stored as negative numbers in database but shown as positive numbers in the window using canvas fields.

Header

Filter:

• Only shows orders related to Return doctypes.

Buttons:

• Standard docAction
• Pick/Edit lines

Lines

Read only tab. Lines are managed using the Pick/Edit Lines pick and execute process.

Return Material Shipment

Window copy of Goods Receipt. Quantities and amounts are stored as negative numbers in database but shown as positive numbers in the window using canvas fields.

Header

Filter:

• Only shows orders related to Return doctypes.

Buttons:

• Standard docAction
• Pick/Edit lines

Lines

Read only tab. Lines are managed using the Pick/Edit Lines pick and execute process.

Processes

Pick and Execute related JavaScript validations and actions when lines are selected are defined in ob-return-material.js file of client application module web/org.openbravo.client.application/js/return-material/ folder. Some numeric validations are done using new BigDecimal.js library

Pick/Edit Lines for Return Orders

Process built using the Pick and Execute functionality available on Return from Customer and Return to Vendor windows when the document is not processed.

Picking grid

Data based on receipts/shipments and existing related order lines (C_RM_Order_Pick_Edit_Lines view). Filtered by default to show the last 4 weeks shipments of the selected business partner.

Available columns:

• Shipment/Receipt No.
• Shipment date.
• Product
• Attribute
• Ship/Receipt Qty
• UOM
• Returned. Defaulted to the ordered quantity. Editable when the row is selected.
• Price. Editable.
• Return Reason. Editable when the row is selected. FK of C_Return_Reason. Optional.
• Business Partner
• Sales Order

Selection Process

OB.RM.RMOrderSelectionChange

Sets header's return reason.

Field validations

OB.RM.RMOrderQtyValidate

Returned Qty. <= Ship/Receipt Qty.

Processes

Done

Creates the lines based on the selected rows. It deletes existing ones and creates all of them again. Using SRMOPickEditLines action handler. If return reason is left blank and the header has one defined this is set in the lines.

Cancel

Closes the window without any change.

Pick/Lines for Return Material Receipt

Process built using the Pick and Execute functionality. Available on Return Material Receipt window when the document is not processed.

Picking grid

Data based on the lines of Return from Customer documents (M_RM_Receipt_Pick_Edit view). Only lines of Return from Customer orders with pending quantity to receive are shown.

Available columns:

• RFC Order No.
• Product
• Line No.
• Attribute
• Returned
• Pending
• Receiving. Editable when row is selected.
• Storage bin.
• UOM
• Condition of the Goods. Editable when row is selected. FK to M_Condition_Goods table.

Selection Process

OB.RM.RMReceiptSelectionChange

Sets receiving = pending, storage bin = receiving locator, condition goods as header's. Receiving locator is stored as an auxiliary input (ReturnLocator) in the header and updated by a callout (SE_InOut_Warehouse) when the warehouse is selected.

Field validations

OB.RM.RMReceiptQtyValidate

Receiving <= Pending

Processes

Done

Creates the lines based on the selected rows. It deletes existing ones and creates all of them again. Using RMInOutPickEditLines action handler. If condition of the goods is left blank and the header has one defined this is set in the lines.

Cancel

Closes the window without any change.

Pick/Lines for Return Material Shipment

Process built using the Pick and Execute functionality. Available on Return to Vendor Shipment window when the document is not processed.

Picking grid

Data based on the lines of Return to Vendor documents and the available quantity on the warehouse for each product (M_RM_Shipment_Pick_Edit view). Only lines of Return to Vendor orders with pending quantity to ship are shown.

Available columns:

• RM Order No.
• Line No.
• Product
• Attribute
• Returned
• UOM
• Pending
• Ship Qty. Editable when row is selected.
• Storage Bin
• Available Qty.

Selection Process

OB.RM.RMShipmentSelectionChange

Sets Ship Qty = Min(Pending, Available) considering already shipped qty from other Storage Bins.

Field validations

OB.RM.RMShipmentQtyValidate

Ship Qty <= Min(Pending, Available) and if same RM Order No. and Line No. is shipped from different Storage Bin consider all selected lines for pending qty.

Processes

Done

Creates the lines based on the selected rows. It deletes existing ones and creates all of them again. Using RMShipmentPickEditLines action handler. If condition of the goods is left blank and the header has one defined this is set in the lines.

Cancel

Closes the window without any change.

Create Credit button

• Process only available on Return From Customer window.
• Display logics:
  • Document is processed
  • There is quantity pending to invoice. Using PendingToInvoice auxiliary input.
  • The original sales order is invoiced. Using OriginalOrderInvoiced auxiliary input.
• Java class: org.openbravo.erpCommon.ad_actionButton.RMCreateInvoice
• It calls the C_Invoice_Create procedure setting the order id as parameter. It can happen that no invoice is created based on the invoice terms.
• In the case of Scheduled after delivery invoice term. It can mix Return from customer orders and Sales Orders. When both types are mixed it will use the invoice document type set in the Document Type definition of the Sales Order.
• It executes all pending payments using the Leave As Credit execution process.

Reports

Return from Customer and Return to Vendor windows print document

C_RMOrderJR.jrxml and C_RMOrderLinesJR.jrxml templates. Based on core's C_OrderJR.jrxml and C_OrderLinesJR.jrxml. Changes the sign of all quantities and amounts to show them as positive numbers.

Return to Vendor Shipment window print document

RptM_RMInOut.jrxml and RptM_RMInOutLines.jrxml templates. Based on core's RptM_InOut.jrxml and RptM_RMInOutLines.jrxml. Changes the sign of all quantities and amounts to show them as positive numbers.

Other changes

Leave As Credit execution process

New execution process added to APR. org.openbravo.advpaymentmngt.executionprocess.LeaveAsCredit. Execution process that on negative payments. Sets the leaves the payment amount as credit while modifying the payment's amount to zero.

Modified trigger APRM_FIN_PMT_CHECK_TRG

Modified to allow to change the amount of a payment in Awaiting Execution status when the generated credit amount is modified as well with the same amount. For example: A payment with amount -10 and 0 generated credit is possible to be changed to: 0 amount and 10 generated credit.