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Create a surcharge line in returns label maintenance
Amend a surcharge line in returns label maintenance
Delete a surcharge line in returns label maintenance
To create a surcharge line in returns label maintenance:
To create a surcharge line as an exception when there is no new entry being made via purchase control, right-click with the pointer (mouse) cursor on the Surcharge Return Tracking Maintenance form's grid
A pop-up menu is displayed.
Select the Create option
The Surcharge Return Label edit form is displayed.
Enter label details including the P.L. account number for the supplier of the part, and the Expiry date
The expiry mapping file is checked for entries with known expiry times. If the expiry date is not known a dialog popup prompts you to confirm that you wish to create the new line entry.
Click the OK button on the Surcharge Return Label edit form
You are returned to the Surcharge Return Tracking Maintenance form.
Click the Search button
The grid refreshes, displaying the new line.
See also creating a record in grid format
To amend a surcharge line in returns label maintenance:
See also amending return labels in purchase control
Right-click with the pointer (mouse) cursor on the required line in Surcharge Return Tracking Maintenance form's grid
A pop-up menu is displayed.
Select the Amend option
The Surcharge Return Label edit form is displayed.
Alter label details as necessary and click the OK button
You are returned to the Surcharge Return Tracking Maintenance form.
Click the Search button
The grid refreshes, displaying the amended line.
See also:
To delete a surcharge line in returns label maintenance:
Right-click with the pointer (mouse) cursor on the required line in Surcharge Return Tracking Maintenance form's grid
A pop-up menu is displayed.
Select the Delete option
The Surcharge Return Label edit form is displayed together with a 'Delete This Record?' confirmation dialog box.
Click Yes or No as required
You are returned to the Surcharge Return Tracking Maintenance form.
Click the Search button
The grid refreshes, the deleted line having vanished.
See also:
See also finding your way to the Surcharge Return Label edit form
The Surcharge Return Label edit form is displayed when, on the Surcharge Returns Tracking Maintenance form, with the pointer cursor on a return label entry in the grid, you select the Create, Amend, Delete, or Transfer PO Details right-click option.
Note: Depending on the context, not all of the fields described here appear on the form.
Dealer: Identifies the dealer
Status: The return label entry's status: All, Basic (incomplete), Available, Expired, Ignored, Returned, or Deselected.
Return label no.: Surcharge return label identifier
Surcharge code: Surcharge identifier groups together labels interchangeable for different part numbers.
Part No.: Identifies the original part (component), not the exchange part. Includes franchise letter but excludes any surcharge suffix or prefix.
Part Description: Short description of the component (for example 'RADIATOR ASSY')
P.L. account: The supplier account code
Creation date: Date the return label record was entered
Expiry date: Date after which the return label cannot be used
Ignore flag: Ignored labels are not available for selection in purchase control
P.C. refs: Purchase control references (for example purchase order number and GRN number) of a label created in purchase control
Returned PO no.: Purchase order number set in purchase control when an old or worn unit is returned by a customer
Returned date: Date the old or worn unit was returned by a customer
PUSHBUTTON
Change: Displays the Change Expiry Date form enabling you to select a date using the ellipsis button [...] in the Expiry date field or, by clicking the down-arrow button in the Add period field, select either the six months or twelve months option from the drop-down selector.
Surcharge return tracking (tasks overview)
Surcharge tracking file contents
