Short closing the release slip

This page allows you to select the RS and short close it. Tell me more.

Select the “ShortClose Release Slip” link under the “Release Slip” business component.

The “ShortClose Release Slip” page appears.

The system displays the following.

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following in the “Search Criteria” group box, to search for the RS. Data entry in the following is optional.

RS #	The number identifying the RS (Alphanumeric, 18). You can enter the RS number in full or specify it partially using the “*” character. The system retrieves all the release slips with RS numbers similar to the value entered here. Leave this field blank, to retrieve all the release slips, which are in the “Open” or “NT Closed” status.
BPO #	The number that identifies the BPO based on which the RS was raised (Alphanumeric, 18). You can enter the BPO number in full or specify it partially using the “*” character. The system retrieves all the release slips, which are based on the BPO whose number is similar to the value entered here. Leave this field blank, to retrieve all the release slips irrespective of the BPO number.
RS Date From	The starting date, in a range of RS dates, from which the RS details must be retrieved (Date Format). Ensure that this date is earlier than or equal to the current server date. The system lists all the release slips that are raised later than or equal to this date. The system sets a date that is one month earlier than the current server date by default.

Note: The date entered in “From RS Date” must be earlier than or equal to the date entered in “To RS Date”.

RS Date To	The ending date, in a range of RS dates, until which the RS details must be retrieved (Date Format). Ensure that this date is earlier than or equal to the current server date. The system lists all the release slips that are raised earlier than or equal to this date. The system sets the current server date by default.
Supplier #	The code that identifies the supplier (Alphanumeric, 45). You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves all the release slips containing supplier numbers similar to the value entered here. Leave this field blank, to retrieve all the release slips irrespective of the supplier code.
RS Type	Use the drop-down list box to select the type of the RS to be short closed. The system lists the options “Normal” and “Express”. The system retrieves all the release slips of the type specified here. The system leaves the field blank by default. Leave this field blank, to retrieve all the release slips irrespective of the type.
Part #	The part number (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all the release slips containing part numbers similar to the number entered here. Leave this field blank, to retrieve all the release slips irrespective of the part.
Part Type	Use the drop-down list box to select the part type. The system lists“Raw material”, “Expendable”, “Tool”, “Consumable”, “Kit” and “Miscellaneous”. as options. The system retrieves all the release slips raised for the part type that is similar to the one entered here. The system sets the field blank by default. Leave this field blank, to retrieve all the release slips irrespective of the part type.
Priority	Use the drop-down list box to select the urgency level for the RS to be short closed. The system lists all the Priority codes in “Active” status as defined under “Maintain Priority Codes” activity of the “Logistics Common Master” business component. The system retrieves all the release slips of the priority specified here. The system leaves the field blank by default. Leave this field blank, to retrieve all the release slips irrespective of the priority.
Category	Use the drop-down list box to specify the category of the RS. The system lists all the “Active” quick codes defined for the RS in the “Create Common Category” activity of the “Logistics Common Master” business component. The system retrieves all the release slips of the category specified here. The system leaves the field blank by default. Leave this field blank, to retrieve all the release slips irrespective of the category.
Created By	The name of the user who created the RS (Alphanumeric, 40).
Buyer Group	Use the drop-down list box to select the buyer group to which the buyer is associated. The system lists all the buyer groups that are in “Active” status and mapped to the RS. The system sets the field to blank by default.
User Status	Use the drop-down list box to specify the user-defined status of the RS. The system lists all the “Active” quick codes defined for the RS in the “Create User Status” activity of the “Logistics Common Master” business component. The system retrieves all the release slips that are in the user-defined status specified here. The system leaves the field blank by default. Leave this field blank, to retrieve all the release slips irrespective of the user-defined status.

Leave all the fields blank, to retrieve all the release slips, which are in the “Open” or “NT Closed” status.

If the option buyer control is set as "Not Needed" in the “Set Purchase Option” in the “Logistics Common Master” component, the system displays all the buyer groups mapped to the “Release Slip” document from the interacting buyer component.

Click the “Search” pushbutton, to search for the RS that you need to short close.

The system displays the following in the “Search Results” multiline.

RS #	The number identifying RS retrieved by the system.
RS Date	The date on which the RS was raised.
Supplier #	The code that identifies the supplier.
Supplier Name	The name of the supplier.
RS Type	The type of the RS, which could be “Normal” or “Express”.

Enter the following.

User Status

Use the drop-down list box to select the user-defined status of the RS. The system lists all the “Active” user statuses as defined in the “Create User Status” activity for the release slip, in the “Logistics Common Master” business component. The system sets the field blank by default.

The system displays the following:

Priority	The priority of the RS.
Category	The category to which the RS belongs.
Created By	The name of the user who created the RS.
Buyer Group	The code that identifies the buyer group to which the buyer is associated.
Status	The status of the RS.

Enter the following.

Reason

A brief comment, stating the reason for short closing the RS (Alphanumeric, 255). Mandatory.

Check the box in the “Select” column of the multiline, to mark the RS for short closing or viewing.

Note: Atleast one row must be selected in the multiline.

To view RS details before short closing

Select the “View Release Slip” link at the bottom of the page, to view the details of the RS before short closing.

To short close the RS

Click the “ShortClose Release Slip” pushbutton, to short close the RS.

The system updates the status of the RS as “ShortClosed”. Based on the short closed quantity the system also updates the ordered quantity and the pending quantity against the short closed release slip. Once short closed, the RS cannot be used for any transaction.

Short closing the release slip – An overview

The RS cannot be short closed if a Goods Receipt in the “Received”, “Receipts Frozen” or “Partially Inspected” status exists against the selected RS. The RS can be short closed only for the balance stock, for which the Goods Receipt has not been created.

You can directly enter the RS number, if you know the exact number, or carry out a search using the RS number, date on which the RS was raised, type of RS, supplier code and the category of the RS. The system retrieves the RS details based on the search criteria specified.

What you can do in this page

Short close a release slip

You can short close an RS, if the Goods Receipt has not yet been created for the stock items that are short closed.

Provide filter criteria in the “Search Criteria” group box, to search for the RS that you need to short close.
Select the RS in the multiline you wish to short close.
Click the “ShortClose Release Slip” pushbutton, to short close the selected RS.

The system updates the status of the RS as “ShortClosed”. Once short closed, the RS cannot be used for any transaction. The system stores the name of the login user and the current server date as the last modified date.