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RTS maintenance
Posted by on 17 February 2014 11:43 AM

Purpose

The return to supplier process takes the return material authorization (RMA) process, one step further. Sometimes, you send an item returned from the end user back to a supplier, who repairs or replaces it. The return to supplier functions is used to track the return to the supplier (RTS) and link the original return from your customer to it.

RTS Maintenance executes two distinct processes: you return items to the supplier, and you receive items back from the supplier. You can specify whether the supplier ships the repaired item to you at your service repair site, or, the supplier ships the repaired item to the customer. You also have the choice of whether to formally ship and receive the items, or transfer them from your location to the supplier’s location on your database.

Method  

RTS: Leave blank and allow the system to auto generate the RTS number

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Supplier: Use the hour glass to select the supplier you are returning items to.

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Ship to: Amend if supplier ship to differs from supplier address.

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Order Date: Accept system default of today’s date, which shows when RTS was recorded.

Required Date:  Enter the date the items are required back from the supplier. This entry will provide the default date for each RTS receipt line. If left blank, the date will default from the order date.

Expected Date: Enter the date you expect to ship the items to the supplier. This entry will provide the default date for each RTS issue line. If left blank, the date will default from the order date.

RMA Contract: Leave blank, this field is for reference only and is not required.

Contract Type: Leave blank, this field is for reference only and is not required.

Remarks: Leave blank, required comments are to be entered using the comments fields.

Taxable: Accept default from Supplier Maintenance

Class: Accept default from Supplier Maintenance

Effective Date: Accept default from Supplier Maintenance

Currency: Accept default from Supplier Maintenance

Ln Disc: Accept default from Supplier Maintenance

Import/Export: If intrastate reporting is required, set this field to Yes, otherwise, leave set to No.  

Project: If project code is required, add here, otherwise, leave blank,  

Site: Enter your site in this field.

Language: Accept default from Supplier Maintenance

Credit Terms: Accept default from Supplier Maintenance

Comments: Leave set to No, as comments will be added (if required) at the line stage.

Tax Usage: Accept default  

Tax Environment: Accept default  

Tax Class: Accept default 

Taxable: Accept default 

Tax In: Accept default.

Line: Allow the system to assign the next sequential line number

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Item Number: Enter the number of the item to be returned to the supplier.

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UM: Accept the default UM for this item number.

Return Quantity: Enter the quantity to be returned to the supplier

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Price: Enter the amount of credit you expect to receive

Disc %: This will automatically default from supplier maintenance.

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Lot/Serial: Only required if you are dealing with lot/serial controlled items. All other items, leave blank.

Inv Issue: This flag indicates whether to issue inventory from stock or to transfer it to a temporary supplier location on your database when you ship items back to a supplier. If Yes, items are issued from stock and no longer appear on your inventory balance. If No, the system transfers items to the supplier site and supplier location you have specified in the RTS Control file.

From Site and Location These fields indicate the site and location where the items to be returned to the supplier are currently located.

To Site and Location: You can only edit these fields if Inventory Issue is No. If Inventory Issue is No, these fields specify the site and location the returned items are transferred to when they leave your premises.

Fault Code: Use the hour glass to select an appropriate reason for the return.

Type: Accept system generated entries. If Inventory Issue/Receipt is Yes, Type is  blank for item master items. If Inventory Issue/Receipt is No, the system sets Type to R, indicating an RTS with Inventory Issue/Receipt set to No.

RMA and RMA Line: Leave these fields blank as they are not required.

Link: This is a system generated field, that links RTS issues and receipt.

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Project: If project code is required, enter here, otherwise, leave blank.

Sales/Job: If sales/job code is required, enter here, otherwise, leave blank.

Taxable: Leave on default setting

Continue with the above process until all items to be returned to this supplier have been listed.

Click on Back twice to continue with the screen entry.

Line: Accept system generated line number

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Item Number:  Enter the item number being received from the supplier

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UM: Accept system default.

Qty Ordered: Enter quantity to be received from the supplier

Price: Enter the purchase cost per unit for this item.

Disc %: Accept default from supplier maintenance

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Lot/Serial: Only required if you are dealing with lot/serial controlled items. All other items, leave blank.

Inv Receipt:

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From Site and Location: You can only edit these fields if Inventory Receipt is No. If Inventory Receipt is No, these fields specify the site and location the returned items are transferred from when they are delivered back to your premises.

To Site and Location: The site and location the items are received into

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Description: Description of inventory items from item master. For memo items, enter appropriate description.

Required Date: The date the items are required back on site

Pur A/C: Accept default from chart of accounts.

Single Lot: This field is only used with lot controlled items and allows the user to restrict item receipts for this line to a single lot per receipt transaction. For all other items, please leave set to No.

Type: If Inventory Issue/Receipt is Yes, Type is blank for item master items and automatically set to M for memo items. If Inventory Issue/Receipt is No, the system sets Type to R, indicating an RTS with Inventory Issue;/Receipt set to No.

Link: This is a system generated field, that links RTS issues and receipt.

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Sales/Job: If sales/job code is required, enter here, otherwise, leave blank

Taxable: Accept default for this field.

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Click on back twice to continue

View/Edit Tax Detail: Leave this flag set to no as you will not be required to edit tax data.

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Revision: An optional field that can be used to identify the revision level of this order. A complete audit trail of all changes is maintained in transaction history along with the document revision number

Print PO:  Specifies whether this order can be selected for printing. The default for a new order is Yes. To re-print an order, ensure this field is set to Yes, then run the appropriate print program.

EDI PO: Enter Yes to allow this order to be selected for transmission to your supplier in EDI format.

AP Account: Accept defaults from chart of accounts.

Deliver To: Enter an optional code identifying the person or department that receives the items.

Amount Prepaid: Leave blank, this field is not required.

Status: This is a system automated field, leave on system generated settings.

FOB: Optional field that allows you to identify when title passes to the buyer from the seller, as well as who pays for shipping.

Ship Via: Enter an optional code identifying the carrier for supplier shipments. This field defaults from Supplier Maintenance.

Press enter or click on next to complete the screen.

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