Create a Return from Consignment

The interface consists of Header (1), Return from (2), Return to (3), Document Data (4), Lines (5), Description and Note (6), and Configuration of how to add lines (7):

Header (1)

In the Header (1) you see the name of the document you are creating and two buttons to Confirm and Cancel the Rental/Consignment Return.

Return from (2)

In the Return from (2) field, you specify which counterparty and under which of its contracts you are creating a Return from Rent/Consignment. Note that you can only return items that have been given to the counterparty in a Rent/Consignment transaction and are available under a specific contract. The system will not allow you to save the transaction if you select items that are not available with the selected counterparty and contract.

Return to (3)

In the Return to field (3) you specify to which warehouse you want the selected items to be returned from rental/consignment.

If you are the MOL of the selected warehouse, you are presented with a “Create Next Operation” option. If you put a check on “Create Next Transaction”, by confirming the Return from Rental/Consignment, the system will generate a Warehouse Entry that will put the item into the warehouse.

Document details (4)

Поле/ЧекърОписание
Номер на документаНомерът на документа се генерира автоматично според зададените правила за номерация. Когато документът е запазен, датата и часът също се запазват. Всички документи, които се генерират автоматично, взимат тези дата и час, освен ако не са променени изрично.
Ръчен номерСлагане на отметка „Ръчен номер“ прави полето за Номер свободно за писане. Потребителят решава с какъв номер ще бъде документа.
Дата на документаДата на издаване на документа. Зарежда автоматично текуща дата, но може да се промени от потребителя.

Lines (5)

In the Lines section (5) you can manually enter items for Return to Rent/Consign or add them via XLS file.

Manually adding items is done by clicking the button with the corresponding name. You are presented with an interface with all items in the nomenclature. The interface consists of Filter (1) and Result (2):

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In the free Search box you can search by word, code, brand, etc. to find the item you want. You also have the option to turn on an Advanced Filter with Categories, Brand, Features and Supplier, which can help you find things faster. In addition, you can further filter by available items only. The search is launched with the Magnifying Glass on the left, and the Hicks clears all filters.

The items/services found according to the criteria set by the Filter are ranked in the Result (2). The table consists of the following columns:

ColumnDescription
Opens the interface to add an item in detail
CodeArticle code
NameItem name
Opens item file
FreeShows how many units are left free in the contractor’s contract stock

The items added from the detail add interface are arranged in Row (5) in a table with the following columns:

ColumnDescription
WarehouseWarehouse/return warehouse. The selected in Return to (3) is transferred
CodeArticle code
NameItem name
Item file
MeasureMeasure of the item
QuantityQuantity to let
Opens the line for editing
Deletes row

In addition to the columns containing basic information, you can include and exclude additional columns of detailed data by means of check boxes :

ColumnDescription
Description Item description
Category Category of item
Brand Brand of the item
Batch Batch of item
WeightDisplays the weight of the item as set in its file.
VolumeDisplays the volume of the item as set in its file.

Description and Note (6)

В полето Описание се попълва в свободен текст описанието на документа. Описанието се визуализира на печатната бланка.

В Бележка може да попълните каквато информация смятате за нужна в свободен текст. Бележката не се визуализира на печатната бланка, а е по-скоро за вътрешно ползване.

Configuration of how to add rows (7)

Начините за добавяне на артикули и услуги се управляват от Конфигурация на начина за добавяне на редове.

Изгледи на Екран Продукти и Елементи
Двата варианта- Вътрешен и Страничен изглед се сменят чрез поставяне на тикче в желания изглед в Конфигурацията. С тях се работи по един и същ начин.

За да запазите промените, трябва да натиснете бутона Потвърди в Хедъра. Ако искате да излезете без да запазите промените, трябва да натиснете бутона Затвори.

Редакция