Exact Globe+

Overview of RTV orders

Introduction

An overview of RTV orders can be obtained at Purchase/Reports/RTV orders. This overview provides details for each existing RTV order. You can also view the statuses of each order, for example if an order has been authorized or invoiced, at the process flow.

Description

You can filter the RTV orders that you want to display by specifying one or more of the following criteria and clicking Display. The RTV orders that match the filter criteria you have specified are then displayed.

General section

Note: The General and Status sections are available in the Simple mode.

Warehouse

Type or select a warehouse or a range of warehouses to display the RTV orders for the selected warehouse(s). By default, the All check box is selected to display RTV orders for any warehouse.

RTV order date

Type or select a range of dates to display the RTV orders with the selected date range. By default, the All check box is selected to display RTV orders with any date.

Note: Typing or selecting only the start date will display RTV orders with the selected order date and later dates. Typing or selecting only the end date will display RTV orders with the selected order date and earlier dates.

Fulfillment date

Type or select a range of fulfillment dates to display RTV orders with the selected fulfillment date range. By default, the All check box is selected to display RTV orders with any fulfillment date.

Note: Typing or selecting only the start date will display RTV orders with the selected fulfillment date and later dates. Typing or selecting only the end date will display RTV orders with the selected fulfillment date and earlier dates.

Return to

Type or select a supplier to display the RTV orders for the selected supplier.

Group by

Select RTV order, Warehouse, Supplier, Item, RTV order date, or Reason codes to group the RTV orders by the respective option.

Status section

Status

Select one or more of the following statuses to display the RTV orders with the respective statuses:

Authorized — Select the Authorized check box to display only authorized RTV orders
Not authorized — Select the Not authorized check box to display only unauthorized RTV orders
Open — Select the Open check box to display RTV orders that are yet to be completed (the quantity ordered is not equal to the quantity returned)
Completed — Select the Completed check box to display completed RTV orders (the quantity ordered is equal to the quantity returned)

Advanced section

Note: The Advanced and Item sections are available when you click Advanced.

RTV order

Type or select an RTV order number to display the selected RTV order. By default, the All check box is selected to display all RTV orders.

Selection code

Type or select a selection code or a range of selection codes to display the RTV orders with the specified selection code(s). By default, the All check box is selected to display RTV orders with any selection code.

Resource

Type or select a resource or a range of resources to display the RTV orders entered by the selected resource(s). By default, the All check box is selected to display RTV orders entered by any resource.

Reason codes

Type or select a reason code or a range of reason codes to display the RTV orders with the selected reason code(s). By default, the All check box is selected to display RTV orders with any reason code.

Item section

Item group

Type or select an item group or a range of item groups to display the RTV orders with items from the selected item group(s). By default, the All check box is selected to display RTV orders with items from any item group.

Item

Type or select an item or a range of items to display the RTV orders with the selected item(s). By default, the All check box is selected to display RTV orders with any item.

Assortment 1/2/3

Select the assortment(s) to display RTV orders with items linked to the selected assortment(s).

Note: The Assortment boxes displayed depend on the number of assortments defined at System/General/Settings under Item data settings or Purchase/Items/Assortments. For example, if three assortments are defined, then three Assortment boxes will be displayed.

Buttons

Display

Click Display to display the overview of RTV orders based on the specified filter criteria.

The overview of RTV orders displays information such as the RTV order number, supplier, RTV order date, ordered quantity, returned quantity, invoiced quantity, and other details.

Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For detailed instructions on how to customize displayed columns, see Related documents Inserting and Deleting Columns.

The total ordered, returned, and invoiced amounts of all RTV orders in the overview is also displayed.

After clicking on Display, the following will be available:

RTV order process flow - The RTV order process flow displays the statuses of the RTV orders by displaying the date each process was completed along with a green check mark. A red X indicates that the selected RTV order has not yet completed that step in the process. For detailed information on the process flow, see Related documents Creating and Maintaining RTV Orders.
Zoom - Click Zoom to view the list of RTV orders based on the selection made in Group by. For example, if you have grouped the RTV orders by Warehouse, clicking Zoom on the selected line enables you to view RTV orders in the selected warehouse. Click Zoom again to view the selected RTV order.
Note - Click Note to retrieve the note for the selected RTV order. This button is enabled only if the selected RTV order has a note.
Attachment - Click Attachment to retrieve the attachment for the selected RTV order. This button is enabled only if the selected RTV order has an attachment.
Export - Click Export to export the displayed overview of RTV orders to Microsoft Excel.
Close - Click Close to exit.

Advanced / Simple

Click Advanced for advanced filter criteria. The Advanced and Item sections will be available. Click Simple to hide the advanced filter criteria.

Close

Click Close to exit.