On the Lease Return Orders screen you can get information about your Lease Return Orders documents. You can also filter the results based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).
Within the Header (1) you can find a button that allows you to make a new SoR Return Order, Lease Return Order or Delivery document.
There’s also a blue magnifier button that’s used to show and hide the Filter section –
When the Filter (2) section is shown, on the left side you will find three buttons – Lease Return Orders, Lines of lease return orders, Items.They change the way you see the results below in the Result (3) section.
- If Lease Return Orders is selected, your result section shows a row for each leased order.
- If Lines of lease return orders is selected, your result section shows a row for each particular item that is part of the Lease Return Order. If three different items were returned within the same order, you will see three different rows in the result section for that same lease return order.
- If Items is selected, your result section shows a row for each item that has been returned from lease and shows the aggregated quantity of the returned items.
The
rest of the buttons within the Filter section allow you to filter
based on something specific like Date
Range, Type,
Status,
From
Type, To Type.
Most of them are drop down menus where you can select your filters.
The different options are described in the table below.
Option | Meaning |
Date range (From, To) | Allows you to filter your results based on the time the lease return order was made |
Type | Shows the type of the document – Lease Return Order |
Status | Allows you to choose the status of the lease return order – Confirmed, Active, Cancelled.If the status is set to Confirmed, the lines will be in green color. If the status is set to Active,the lines will be in black color. If the status is set to Cancelled, the lines will be in gray color. |
From Type | Allows you to choose the type of the document. The option would be Contract |
To Type | Allows you to choose the warehouse to which the lease return order was made |
After
choosing
the filters you want,
you can use the grey magnifier button –
,
to apply your filters and get your results. Based on your Filter (2)
section, the Result (3) section will be visualized differently.
When the Result filter is set to Lease
Return Orders,
the Result (3) section will show you the Lease Return Orders that
happened based on your filter criteria. By default, the system will
only show you the most used columns:
Column | Meaning |
Type | Shows the type of the document – Lease Return Order |
Document Number | Shows the number of the lease return order document |
Date | Shows the date on which the lease return order was made |
From | Shows who made the lease return order |
To | Shows whom the lease return order was made for |
Quantity | Shows the quantity of the items in the lease return order |
Remaining quantity | Shows the remaining quantity of the items |
Plus
a few additional buttons
Button | Mouse over text | Meaning |
Lines | Shows you the lines within the lease return order (item ID, name, quantity, completed) | |
More info | Opens more info – the Lease Return Order record |
If
you want to add more information about your Lease Return Order
documents, there are check boxes that allow you to add more columns
to the list of results:
Column | Meaning |
Description | Shows the description of the Lease Return Order document (if any) |
Comment | Shows additional comments (if any) |
Linked Transactions | Shows the linked transactions (if any) |
Weight | Shows the weight of the items in the Lease Return Order document |
Volume | Shows the volume of the items in the Lease Return Order document |
When
the Result filter is set to Lines
of lease return orders,
the Result (3) section will show you the lines of Lease Return Orders
that happened based on your filter criteria, one returned item on
each row. By default, the system will only show you the most used
columns:
Column | Meaning |
Type | Shows the type of the document – Lease Return Order |
Document Number | Shows the document number for each particular lease return order |
Date | Allows you to see the date on which the lease return order was made |
From | Shows who made the lease return order |
To | Shows whom the lease return order was made for |
ID | Shows the ID of each particular returned item |
Name | Shows the name of each particular returned item |
Brand | Shows the brand of each particular returned item |
Batch | Shows the description of each returned item (if any) |
UM | Shows the unit of measurement selected for each particular returned item |
Quantity | Shows the quantity of each particular returned item |
Remaining Quantity | Shows the remaining quantities of the items |
Plus
a few extra buttons:
Button | Mouse over text | Meaning |
Record Item | Shows the item record | |
More info | Opens more info – the lease return order record |
If
you want to add more information about your Lease Return Orders
documents, there are check boxes that allow you to add more columns
to the list of results:
Column | Meaning |
Description | Shows the description of each particular item in the Lease Return Order document (if any) |
Comment | Shows additional comments for each particular returned item (if any) |
Linked Transactions | Shows the linked transactions for each particular returned item (if any) |
Weight | Shows the weight of each particular item in the Lease Return Order document |
Volume | Shows the volume of each particular item in the Lease Return Order document |
When the Result filter is set to Items, the Result (3) section will show you a row for each item with aggregated information about its lease returns. The system will show you these columns:
Column | Meaning |
ID | ID of the returned item |
Name | Name of the returned item |
Brand | Brand of the returned item |
UM | The unit of measurement of the returned item |
Quantity | The quantity of the returned items |
You also have an additional button Record Item, that shows you information about every particular item returned from lease.
With
this view there are no additional columns that can be shown/hidden
with check boxes.