Selecting reference document for modification

This page allows you to select the reference document for modification. Tell me more.

Select the “Edit Return” link under the “Stock Return” business component.

The “Select Return” page appears.

Enter the following field in the “Direct Entry” group box if you know the details of the return document that must be modified:

Return #

A unique number identifying the parts return document (Alphanumeric, 18.)

Select the “Edit Material Return” link in the “Direct Entry” group box to edit the return details.

Search for return document

Enter the following fields in the “Search Criteria” group box to search for the return document: (Data entry in these fields is optional.):

Return #

A unique number identifying the parts return document (Alphanumeric, 18). The system retrieves all the return numbers that are similar to the value entered here.

Return Type	Use the drop-down list box to select the value maintenance, general to indicate “Maintenance Return” or “General Return” respectively. The system displays “Blank”.
Return Category	Use the drop-down list box to select the quick code so that the user can categorize the return transaction to say high value/assets etc.
Status	Use the drop-down list box to select the status of the return document. The system lists the following options:
	Draft – Select this option to modify the details of the return document in the “Draft” status.
	Fresh - Select this option to modify the details of the return document in the “Fresh” status.

Note: If you leave the field blank, the system retrieves the return documents of both the “Fresh” and the “Draft” status.

Return Warehouse #	Use the drop-down list box to select the warehouse number to which the parts are being returned. If you are working in the Main base, the drop-down list box displays all Active warehouses defined in the Storage Administration component, which are not currently offline. Conversely, if you are working in a Field base, the drop-down list box displays all warehouses mapped to the offline area. The system retrieves all stock returns to the warehouse that you select here.
User Status	Use the drop-down list box to select the user status of the parts returned. The system lists all the user status defined in the “Create Quick Codes” activity. Leave this field blank if you do not wish to specify the user status for the return. The system leaves the field blank by default.
Ref. Doc Location	Use the drop-down list box to select the location of the reference document. The system lists unique organization units of the interacting components such as “Stock Issue”, “Return Slip”, “Shop Work Order” and "Material Request".
Return Basis	This indicates the basis on which the part must be returned, which could be "Core", "Excess" or "Returnable".
Ref Document #	The number identifying the reference document for which the parts are returned (Alphanumeric, 18). You can enter the reference document number in full, or specify it partially using the “*” character. The system retrieves all the reference document numbers that are similar to the number entered here.

Ref Document Type	Use the drop-down list box to select the type of the reference document to which the parts must be returned. The system lists the options “Return Slip”, “Shop Work Order”, “Maintenance Material Request”, “Unplanned Issue”, "Part Sale Order" and “General Issue”.
	Return Slip- Return Slip - Select this option to indicate that the reference document is a return slip report. The system displays “Return Slip” by default. Data selection in this field is mandatory if you have specified the reference document number.
	Shop Work Order - Select this option to indicate that the reference document is a Shop work order.
	General Issue- Select this option to indicate that the reference document is a general issue.
	Unplanned Issue - Select this option to indicate that the reference document is an unplanned issue.
	Maintenance Material Request - Select this option to indicate that the reference document is “Maintenance Material Request” and the issue is raised against this document.
	Part Sale Order - Select this option to indicate that the reference document is a Part Sale Order.
Part #	A unique number identifying the part (Alphanumeric, 40). You can enter the number in full, or specify it partially using the “*” character. The system retrieves all those parts with numbers that are similar to the part # entered here, irrespective of their status.

Mfr. Serial / Serial #	The manufacturer serial #/ serial # of the component for which the Return document was created. You can enter the serial number in full, or specify it partially using the “*” character. The system retrieves all those parts with serial numbers that are similar to the serial # entered here. Leave the field blank to retrieve all parts irrespective of their serial number.
Part Type	Use the drop-down list box to specify the type of the part, which could be "Raw Material”, “Component”, “Consumable”, “Kit”, “Tool” or “Expendable”. The system leaves the field blank by default.
Trading Partner #	The code identifying the trading partner. (Alphanumeric, 45). You can enter the trading partner number in full or specify it partially using the “*” character.
Return Date: From/To	The starting date of the period in which the Return was created or generated.
	The ending date of the period in which the Return was created or generated.
Mfr. Lot # / Lot #	The manufacturer lot # / lot # of the part for which the Return document was created.
A/C Reg. #	The number identifying the aircraft registration number referred in the Return document .
Returned by	The Employee #, Employee name or User name who returned the parts.

Note: If the “Status” field is left blank, the system retrieves only those return documents, which are in "Fresh/Draft" status.

Select the following box:

View Part Info

Check this box to display the part details in the “Search Results” multiline.

Click the “Search” pushbutton to display the search results:

Note: The system retrieves the return documents of the status specified. If you leave the “Status” field blank, the system will retrieve the return documents of both the “Fresh” and the “Draft” status.

The system displays the following details in the “Search Results” multiline:

Return #	The number identifying the return document for which the details must be modified.
Return Type	The type to which the return belongs.
Return Category	The category to which the return document belongs.
Status	The status of the return document.
User Status	The user status of the return document.
Ref. Document Type	The type to which the reference document belongs.
Ref. Document #	The number identifying the reference document for which the return document is created.
Trading Partner #	The code identifying the trading partner.
Trading Partner Type	The type of the trading partner, which could be “Supplier” or “Customer”.
Trading Partner Name	The name of the trading partner.
Part #	The number identifying the part which must be returned.
Mfr. Serial #	The manufacturer serial number of the component/part for which the Return document was created.
Serial #	The serial number of the component/part for which the Return document was created.
Mfr. Lot #	The manufacturer lot number of the part for which the Return document was created.
Lot #	The lot number of the part for which the Return document was created.
Warehouse #	The number identifying the warehouse to which the parts are returned.
Zone #	The number identifying the zone to which the parts are returned.
Bin #	The number identifying the bin to which the parts are returned.
Part Description	The textual description pertaining to the part.
Qty	The quantity of the part that is to be returned.
UOM	The unit of measurement in which the part is returned.
Condition	The condition of the returned part.
From Stock Status	The From Stock Status for the Part-Serial/Lot # returned in the return document.
To Stock Status	The To Stock Status for the Part-Serial/Lot # returned in the return document. This will be displayed if Stock Conversion shall be triggered on confirmation of return.
Returned by	The concatenation of the Employee # and Employee name of the person who returned the parts.
Return Date	The date on which the parts are returned.
Ref. Document Location	The location of the reference document.
Warehouse Description	The textual description of the warehouse to which the parts are returned.

Select the return document in the multiline for modifying the details.

To proceed, carry out the following

Select the “Edit Material Return” data hyperlink available in the multiline to modify the material return details.

Selecting reference document for modification – An overview

You can select the reference document for modification in this page. If you know the return document number, you can enter it directly. Otherwise you can carry out a search based on the return number, the type and category to which the return belongs, the number of the warehouse, the user status, the status, the type and the basis of the return, the number, it’s the type and the location of the reference document, and the number and the type of the part that is returned. The return document number, the return category, the return type, the user status, the status, and the number and the type of the reference document, are the details displayed in the multiline.