You can see this screen by clicking the Columns icon at the RMA orders screen (go to Order/Entries/RMA orders, and then click Open or New). This screen refers to the columns in the order lines. If you want certain columns to be available in the order lines, select the relevant check boxes for the columns. For example, if you want the Description column to be available in the order lines, select the Description check box.
Type a description for the item. By default, the description of the selected item displayed is based on the Description defined at the item maintenance (go to Order/Items/Maintain and select the relevant item).
The long description of the selected item displayed is based on the Text defined at the item maintenance (go to Order/Items/Maintain and select the relevant item), under the Basics tab. This column cannot be edited.
The extra description of the selected item displayed is based on the Extra description defined at the item maintenance (go to Order/Items/Maintain and select the relevant item), under the Basics tab. This column cannot be edited.
Type or select the code of the warehouse where the selected item is stored. By default, the warehouse code displayed is based on the Warehouse defined in the sales order header. This information is mandatory.
Note: This check box is available only if you have E-Warehouse Management included in your license.
Type or select the pricelist of the selected item. If the item was selected by pressing the F4 key (in the Item column), the Sls. price of the item created at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Basics tab will be the default.
Otherwise, if the item was selected by pressing the F2 key (in the Item column), by default, the pricelist displayed is based on the pricelist created for the item (at Order/Price management/Price lists or Invoice/Price management/Price lists) or the price agreement created for the customer who requested the RMA order (at Order/Price management/Price agreement or Invoice/Price management/Price agreement). This information is mandatory.
Note: If a price agreement has been created for the debtor who requested the RMA order, the Pricelist for the selected item will be defaulted to the price agreement (only if the selected item is included in the price agreement). If there are three or more price lists for the item, a list of all the price lists for the item will be displayed for selection. If there is no price agreement for the selected debtor or no price list is created for the item, the Pricelist will be defaulted to the sales price of the item (based on the Sls. Price of the item defined at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Basics tab.
Type the quantity of the selected item to be returned. By default, “1” is displayed.
This column displays the quantity of the selected item that has been returned by the debtor. This column cannot be edited.
Type or select the unit of the selected item. By default, the unit displayed is based on the Sls. Unit defined for the item at the item maintenance (go to Order/Items/Maintain and select the relevant item), under the Basics tab. This information is mandatory.
Type the planned date the selected item will be returned by the debtor. By default, the receipt date displayed is based on the RMA order date defined in the RMA order header. This information is mandatory.
This column displays the sales price of the selected item. By default, the sales price displayed is based on the Sls. Price defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Basics tab. This column is available for edit only if the Sls. Price is not defined.
Note: To allow users to edit the sales price if the sales price is not “0.0”, function rights To change the gross price is required.
This column displays the discount for the selected item. By default, the discount displayed depends on the Pricelist selected. This column cannot be edited.
Type the extra discount given to the debtor for the selected item. By default, the extra discount displayed is based on the Discount defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain, select the relevant debtor, and then click Open), under the Financial tab in the General section (the Discount box at the debtor maintenance is available only if the Advanced button is clicked).
Note: This column for the selected item is enabled only if the No discount check box at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab is not selected.
This column displays the total discount of the selected item. This column cannot be edited.
Note: The calculation of the Total discount depends on the Discount calculation defined at System/General/Settings, under Order settings in the Entry section.
Type the net price for the selected item. By default, the net price displayed is based on the Sales price minus the Total discount.
Note: This column for the item is enabled only if the No discount check box at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab is not selected.
Type or select the VAT code for the selected item. By default, the VAT displayed is based on the VAT defined for the selected debtor at the debtor maintenance (go to Finance/Accounts receivable/Maintain, select the relevant debtor, and then click Open), under the Financial tab in the VAT section. Otherwise, the VAT is defaulted based on the Sales VAT code of the item defined at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Basics tab. This information is mandatory.
Note: You can create VAT at System/General/Countries/Tax codes. If the Use tax module check box at System/General/Settings, under General ledger settings in the VAT section is selected, this check box will be renamed as Tax and the corresponding column in the order lines will be renamed as Tax code.
Type the amount of the selected item. By default, the amount displayed is based on the Net price excluding VAT * Returned (the percentage in the VAT column multiplied by the quantity in the Returned column).
Note: This column is enabled for the selected item only if the No discount check box at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under Purchase/Sales tab is not selected.
Type the cost price of the selected item. By default, the cost price displayed is based on the Cost price of the item defined at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Basics tab.
This column displays the markup percentage of the selected item. By default, the markup percentage displayed depends whether Markup or Margin is selected for the Profit calculation at System/General/Settings, under Order settings in the Entry section. This column cannot be edited.
Note: Markup = (Salesprice - Costprice) / Costprice;
Margin = (Salesprice – Costprice) / Salesprice
This column displays the total line charge amount that is applied to the respective order line based on the criteria defined at System/Logistics/Charges/Discounts. This column cannot be edited. For more information, see Creating and maintaining charges or discounts .
Note: This check box is available only if you have E-Charges & Discounts included in your license.
Select this check box to display the Charges column at the RMA order entry screen. You can click displayed under the Charges column to display the Line charges screen and view the details of the relevant line charge that has been applied to the respective order line.
Type or select the country code of the country where the selected item will be delivered. This column only applies to the European Union (EU) for trading among the EU countries. This information is mandatory. For more information, see Creating and maintaining INTRASTAT for sales orders, Return to Merchant Authorization (RMA) orders, service orders, and sales quotations.
Note: This check box is available only if the INTRASTAT registration for sales check box at System/General/Settings, under INTRASTAT settings in the Entry section is selected.
Type or select the employee who is in charge of the selected item. By default, the resource displayed is based on the Resource defined in the order header. This information is mandatory.
This column displays the full name of the employee who is in charge of the selected item. By default, the full name of the employee displayed is based on the First name, Middle name, and Last name (based on the employee ID defined in the Resource column) defined at the resource maintenance (go to HR/Human resources/Maintain, select the relevant resource, and then click Open), under the General tab. This column cannot be edited.
Type or select the cost center of the resource. By default, the cost center displayed is based on the resource’s cost center (the Resource defined in the order header). You can create cost centers at System/Finance/Cost centers/units/Cost centers.
Note: This check box is available only if the Change of cost center check box at System/General/Settings, under Order settings in the Entry section is selected.
Type or select the cost unit of the selected item. You can create cost units at System/Finance/Cost centers/units/Cost units.
Type or select the serial number of the selected item.
Note: This column for the selected item is enabled only if the Batch check box or Serial check box at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Inventory tab in the Attributes section is selected.
Note: This check box is available only if you have E-Serie/Batch included in your license.
Type the instruction for the selected item.
By default, the Tax basis column displays the entered Amount of the sales price.
Note: System uses this column as a basis to calculate the value-added tax. This check box is available only if the Use tax module check box at System/General/Settings, under General ledger settings in the VAT section is selected.
By default, the Tax amount column displays the value added tax amount.
Note: This check box is available only if the Use tax module check box at System/General/Settings, under General ledger settings in the VAT section is selected.
This column displays the sales order number of the selected item. This column cannot be edited.
This column displays the project code of the selected item. This column cannot be edited.
Select this check box to view the blanket sales order.
This column displays the start date of the blanket sales order.
This column displays the expiry date of the blanket sales order.
This column displays the quantity of items that has been released.
This column displays the quantity of item to be released. This column cannot be edited.
Click this if you want the assortment columns to be available in the order lines. Select the assortment(s) that you want to be displayed, and click OK. The assortment column(s) displays the assortment(s) of the selected item. The assortment column(s) cannot be edited.
Note: The Assortment check boxes displayed depend on the number of assortments defined at Order/Items/Assortments or System/General/Settings, under Item data settings in the Assortments section. For example, if three assortments are defined, three Assortment check boxes will be displayed.
Click this to reset the column(s) selected in the Line section to the default column(s) defined by the authorized employee. A message “Restore defaults will remove all existing user-defined layouts. Continue anyway?” will be displayed. Select Yes to reset all the columns, or click No to return to the Define columns screen.
Note: This button will reset all the columns to the columns defined by the authorized employee only if the authorized employee has defined default columns. Otherwise, the columns will reset to the default columns defined by Exact Globe. It is enabled only if the employee has been given the “Define default layout columns” role at System/HR & Security/Security roles (select a role and click Open, under the Rights tab).
Click this to set the selected column(s) in the Line section as the default column for all employees. A message “This will set the default layout as default to all users. Continue anyway?” will be displayed. Select Yes to set the selected columns as default, or select No to return to the Define columns screen.
Note: This button is enabled only if the employee has been given “Define default layout columns” role at System/HR & Security/Security roles (select a role and click Open, under the Rights tab).The default column(s) defined by the authorized employee will be reflected for all the employees only if the employees have not defined their own default columns. However, employees are still able to set their own default columns.
Click this if you want the default columns to be displayed in the order lines such as Description, Warehouse, Return, Received, Unit, Receipt date, Serial/batch numbers, Instruction, Order number, Project, and Blanket order.
Click this to save and return to the RMA orders screen.
Click this to select all check boxes in the Line section.