Returns

(Returns.exe) This program will allow the user to create and track returns.

To create a new Return, click CTRL+N, File then New on the application main menu or New icon. The system will fill in the Return Date. Enter the PO No. (Purchase Order number) or use the lookup, this will fill in the PO Date and Vendor information from the Purchase Order. The Use Address box defaults to the Purchase Order address; if you click on a different one it clears the address to enter a new one. When editing or changing the PO, Shipping or Repair address a popup screen displays and will ask the user if they wish to update the Vendor Master File. There is an option in the User Master File, Can Update Vendor Address, if checked the user may change and update the Address in the Vendor Master File from the Returns program. A confirm box will display to affirm this change. Select Credit Type using the drop down. There is a System Option, Returns Must Choose Credit Type, under the Returns module, in which the user is required to choose a Credit Type when entering or editing a return. A Non-System return can be checked for returns either prior to using the EHS system or if there is no Purchase Order tracked in EHS. There are fields for entering FOB, Service Request #, Insurance, Shipping and RMA No.

When the Detail tab is clicked the Return No. will fill in. Press the New Icon and then enter the Mat Code or use the lookup, and the Receiving and Vendor information fills in. May also search by Vendor Catalog, Description 1 or Description 2 by using the lookups. Enter the Qty Return if less than the amount in the Qty Received field. If you wish to return in the lowest unit of issue, select Tools, and then choose return in Lowest UOI. If replacing, check Replace Item box, which allows the user to enter a quantity in the Replacement Qty field. Select a Reason for the return using the drop down. When complete Save, using CTRL+S, the Save icon or File then Save. Then select Tools, Release Return or (F2) to release the return, it will mark in red Released on the Header and Detail tabs. If a user wishes to receive an e-mail when the return is released, there is check box in the User Master File on the SNC, Stock Reorder, Returns, Auto Transfer tab of the Returns section titled Receive Emails for Released Returns that will provide them if the e-mail is listed on the Users Info tab. When released, a box marked Send E-mail with a progress bar displays briefly.

If you wish to note the means of shipping select Tools, Ship Return or (F3). A screen appears asking how you are shipping, enter the means of shipping then answer O.K. This will mark Shipped in red on the Header and Detail tabs.

Under the Tools menu, you may create a new E-mail message by selecting E-Mail or CTRL+M.

May scan an image to be associated with the return number by pressing the 5th icon from the left on the taskbar. Please refer to Scanning a Document for information pertaining to scanning.