Select Surcharge Return Labels

Select Surcharge Return Labels form

The Select Surcharge Return Labels form is displayed when, on the Purchase Transaction form, you enter GRN details (from a goods received note, advice note, or invoice) and click the Receive button.

Dealer: Identifies the dealer. The contents of this field cannot be altered directly (on this form).

Co.: Identifies the supplier. The contents of this field cannot be altered directly (on this form).

Print check box: If ticked, your selection is sent to the print spooler.

Tip: Watch for any text on the form's prompt bar.

GRID

Entries represent the return label records belonging to the order (GRN).

Label No.: The return label reference number

Part No.: Identifies the part that the surcharge return applies to.

Tip: Some manufacturers use a surcharge code rather than a part number to link return labels. This makes it possible for more then one part number to have the same surcharge code. A return label issued with one part number may therefore be used to return another if both have the same surcharge code. (There is a parameter setting to cater for manufacturers using this system.) The entries (lines) are still sorted in expiry date order although the number being returned may not match the oldest label available.

Expiry: The date after which a refund of the surcharge cannot be obtained by returning the old or worn part to the manufacturer (or supplier).

PL/ac: Identifies the parts supplier / manufacturer

Ignored: The letter 'Y' in this field indicates that the label is unavailable for use (perhaps because it has been mislaid)

Selected: A tick in this field indicates that the return label has been used or is to be used.

Note 1: Any return labels for other suppliers with older expiry dates are highlighted yellow and unavailable for selection. We recommend you cancel the return order or amend it and create a new return order for the other supplier.

Note 2: Return label entries that have been unreceived and re-received have a green background. The right-click menu on such a line is headed 'Reselected label' and the options are 'Reset all' and 'Select all'.

If there are only return labels for the supplier initially chosen, you are prompted to select the oldest outstanding returns label.

GRID RIGHT-CLICK MENU

Reset All: Clears the Ignored and Selected fields of all the records in the grid (but does not affect the Label No., Part No., Expiry, and PL/ac field contents)

Ignore: Sets the Ignored field to the value 'Y', indicating that the return label is unavailable for use

Tip: If you wish to ignore a return label, possibly because the physical label is missing, select Ignore. (You can generate a report showing any labels set to ignore so that they can be investigated. After investigation the label should be amended or deleted as required in the return label maintenance form.)

Select: Places a tick in the Selected field, indicating that the return label has been or is to be used.

Note: You must select the oldest label first. If the oldest label number available is for some reason not to be used, it must be set to 'ignore' before the next label is selected. This is to make sure that no label is missed out without it being marked for investigation.

Select all: Places a tick in the Selected field of labels available for use, indicating that their return labels have been or are to be used

Note: If you have not selected the required number of labels to match the quantity being returned a warning message is displayed in a confirmation dialog popup.

Having selected the labels you can generate a print out to pass to the person who controls the physical action of boxing up the surcharge parts and making them ready for return.