Customizing columns for RTV order lines
Menu path
Purchase ➔ Entries ➔ RTV orders
Introduction
This screen allows you to customize the
columns that you want to display in the RTV order lines by clicking Columns at the toolbar of the RTV order
entry screen. If you want certain columns to be available in the RTV order
lines, select the relevant check boxes. For example, select the Amount check box to display the Amount column in the RTV order
lines.
This screen is displayed
when you click Columns.
Description
The description of the selected
item as defined in the item maintenance is displayed. This information can be
edited. You may change the description of the item by typing the new description
in the Description column.
Long
description
The long description of the
selected item as defined in the item maintenance at Text is displayed. This information
cannot be edited.
Supplier’s item
code
The supplier’s item code as
defined in the Items by supplier
screen at the item maintenance (under the Purchase/Sales tab when you click the
supplier) is displayed. This information cannot be edited.
Price
agreement
If the item has a price agreement,
then the price agreement is displayed. The price agreement can be defined by
clicking the Purchase prices button
under the Purchase/Sales tab at the
item maintenance.
Fulfillment date
Before the actual return, the
fulfillment date is defaulted to the current date same as the RTV order date.
Upon actual return of items, the fulfillment date displays the actual return
date.
Currency
The default currency defined in
the General settings at System ➔ General ➔ Settings is displayed.
If you use multiple currencies, then the currency used by the creditor as
defined in the creditor maintenance under the Financial tab at Currency will be displayed. This
information cannot be edited.
Price
The price of the item as defined
in the Items by supplier screen (in
the item maintenance, under the Purchase/Sales tab) is displayed. This
information cannot be edited.
Discount
%
The discount percentage of the
item based on the price agreement is displayed. If there is no price agreement
defined for the item, type the discount percentage for the item which was
offered by the supplier.
Tax
If the item is liable for tax,
then select the relevant tax code by pressing F2 or typing the tax code. If Tax is defined for the item, then this
Tax is defaulted to the tax defined
in the items by supplier.
Amount
The amount for the item displayed
is automatically calculated based on formula: quantity * price. This information
cannot be edited. The amount may change if there are changes in the discount
percentage and purchase price.
Project
code
Type or press F2 to select the
relevant project code for the return of the item. This information is optional.
Person
By default, this column displays
the person ID that is the creditor’s representative as defined in the creditor
maintenance, under the Marketing tab
at Representative. You may change
the person by typing or pressing F2 to select the relevant person that is
responsible for the return of item. This information is optional.
Cost centre
By default, this column displays
the cost centre of the person as defined in the person maintenance under the
General tab at Cost centre. You may change the cost
centre by typing or pressing F2 to select a different cost centre. This
information is optional.
Cost
unit
By default, this column displays
the cost unit of the item group (in the item group maintenance at System ➔ Logistics ➔ Item groups, under the
Basics tab at Cost unit) for the item (as defined in
the item maintenance under the Financial tab at Item group) which is being returned.
Instruction
Type the instruction in the item
line of the RTV order. The instruction can be in any form of text describing
action to be taken or steps to be noted.
Returned
The quantity of item that you have
returned to the supplier is displayed in this column. This information cannot be
edited.
Factor
This column displays the
conversion factor as defined in the Items by supplier screen (under the Purchase/Sales tab in item
maintenance), of the item being returned.
Quantities
Select Purchase unit to display the item
quantity in purchase unit. Select Sales
unit to display the item quantity in sales unit.
Buttons
Restore defaults
Click this to reset the columns
to the defaulted columns defined by any authorized user. A message “Restore
defaults will remove all existing user-defined layouts. Continue anyway?” will
be displayed. Select Yes to reset
all the columns, or click No to
return to the Define columns
screen.
Notes:
- Clicking this will reset all the
columns to the columns defined by the authorized employee only if the authorized
user has defined the default columns. Otherwise, the columns will be reset to
the default columns defined by
Exact Globe Next.
- This button is enabled only
if the user has been given the “Define default layout columns” role at System ➔ HR & Security ➔ Security roles
(select a role and click Open, under
the Rights
tab).
Set as
default
Click this after selecting the
check boxes to set your selections as the default columns for all users. A
message “This will set the default layout as default to all users. Continue
anyway?” will be displayed. Select Yes to set the selected columns as
default for all the employees, or select No to return to the Define columns
screen.
Notes:
- This button is enabled only
if the employees have been given “Define default layout columns” role at System ➔ HR & Security ➔ Security roles
(select a role and click Open, under
the Rights
tab).
- The defaulted column(s) defined
by the authorized user will be reflected for all users only if the users have
not defined their own default columns.
Default
Click this if you want only the default
columns to be displayed in the RTV order lines. The default columns are Description, Fulfillment date, Project code, Instruction, Returned, Tax basis, Tax amount, and Factor.
OK
Click this after making the selections to
display the columns in the RTV order lines.
Select
all
Click this to select all the check
boxes.
Related
document
Main Category: |
Attachments & notes |
Document Type: |
Support - On-line help |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
14.174.664 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |