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.
Related
documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.937.800 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |