Importing a Returns Proposal

When you receive a file from the manufacturer that lists parts to be returned, you must import the data to the Autoline system. The import routine populates a customer returns file (SM.rtrns) on the Autoline system with details of the parts proposed by the manufacturer. You can use one of the following three reports to interrogate the file and assess which parts to return to the manufacturer or keep in stock:

To import a returns proposal:

Note: In order to import a returns proposal, you must complete the Returns location and Returns import dir fields on the Main detail tab of the SM system parameters.

From the Rev.8 Master Menu, select the Stock management option and Company you require.
The STOCK MANAGEMENT menu is displayed.
Select the Miscellaneous options option and click OK.
The SM MISCELLANEOUS OPTIONS menu is displayed.
Select the Customer returns option.
The SM CUSTOMER RETURNS menu is displayed.
Select the Import returns proposal option.
The Customer Returns Import Facility form is displayed.
Enter the SL Account Number.
Tip: Click the Ellipsis button to search for an account.
Enter the Franchise Code for the parts, if required.
Enter the PC Directory in which the file is held.
The system prompts you to select a file from the PC directory.
Select the required file from the drop-down menu and click OK.
Click the Transfer button.
The data is transferred to a temporary file, and the following message is displayed:

Transferred OK
Click OK.
Click the Import button.
The file is transferred to the UNIX directory identified in the Returns import dir field on the Main detail tab of the SM system parameters, and a dialog box is displayed that shows you the number of records written, over-written and excluded on the Returns file.
Click OK.
To view parts on the file, click the View File button.

Customer Returns Import Facility Form

The Customer Returns Import Facility form is displayed when you select the Import returns proposal from the SM CUSTOMER RETURNS Menu. From this form you can import and view data on the manufacturer's file.

SL Account Number: Enter the Sales Ledger account code.

Effective date: Enter the effective date. The field defaults to today's date.

Franchise Code: If required, enter the parts franchise code.

File Details:

PC Directory: Enter the path in which the manufacturer's file is held. The default is C:\

PC Filename: The name of the file supplied by the manufacturer. For example, list.csv. The system automatically displays a list of the files in the PC Directory. Select the required file when prompted.

PUSH BUTTONS:

Transfer: Transfers the data to a temporary file on the Autoline system.

Import: Imports the data to the UNIX directory identified in the Returns import dir field on the Main detail tab of the SM system parameters. This button is only enabled when you have transferred the file to the Autoline system.

View File: Allows you to view the data in the manufacturer's file. This button is only enabled when you have transferred the file to the Autoline system.