Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Return from Customer == === Header === Create a sales order and process it when ready. * '''RM_ReceiveMaterials''' * '''Process Order''' :..."

2021-11-18T14:44:38Z

Created page with "{{BackTo|Screens_Reference}} == Return from Customer == === Header === Create a sales order and process it when ready. * '''RM_ReceiveMaterials''' * '''Process Order''' :..."

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== Return from Customer ==
=== Header ===

Create a sales order and process it when ready.
* '''RM_ReceiveMaterials'''
* '''Process Order''' : Process Order
* '''Pick/Edit Lines'''
* '''Insert Orphan Line''' : Process to insert orphan lines not related to shipments in return material orders
* '''Create Credit'''
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Document Status''' : The Document Status indicates the status of a document at this time.
* '''[[Screenshot:Document Type#Document Definition | Transaction Document]]''' : The specific document type which should be used for the document.
* '''Total Gross Amount''' : The final monetary amount (including taxes) charge listed in a document.
* '''Total Net Amount''' : The final sum of all line totals made to a specified document or transaction (not including taxes).
* '''Document No.''' : An often automatically generated identifier for all documents.
* '''[[Screenshot:Currency#Currency | Currency]]''' : An accepted medium of monetary exchange that may vary across countries.
* '''[[Screenshot:Return Reasons#Return Reasons | Return Reason]]'''
* '''Order Date''' : The time listed on the order.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''[[Screenshot:Business Partner#Location/Address | Partner Address]]''' : The location of the selected business partner.
* '''[[Screenshot:Warehouse and Storage Bins#Warehouse | Warehouse]]''' : The location where products arrive to or are sent from.
* '''Invoice Terms''' : Frequency and method of invoicing
* '''[[Screenshot:Payment Term#Header | Payment Terms]]''' : The setup and timing defined to complete a specified payment.
* '''Description''' : A space to write additional related information.
* '''[[Screenshot:Payment Method#Payment Method | Payment Method]]''' : It is the method by which payment is expected to be made or received.
* '''[[Screenshot:Price List#Price List | Price List]]''' : A catalog of selected items with prices defined generally or for a specific partner.
* '''Receipt Status''' : Receipt Status
* '''Invoice Status'''
* '''[[Screenshot:ABC Activity#Activity | Activity]]''' : A distinct activity defined and used in activity based management.
* '''CRM Reference''' : This field stores the business partner reference to an external CRM system
* '''[[Screenshot:Sales Campaign#Sales Campaign | Sales Campaign]]''' : An advertising effort aimed at increasing sales.
* '''[[Screenshot:Organization#Organization | Trx Organization]]''' : The organization which performs or initiates the transaction.
* '''[[Screenshot:Service Project#Service Project | Project]]''' : Identifier of a project defined within the Project & Service Management module.
* '''[[Screenshot:Cost Center#Cost Center | Cost Center]]''' : Division that adds to the cost of an organization
* '''[[Screenshot:User Defined Dimension 1#User Defined Dimension 1 | 1st Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''[[Screenshot:User Defined Dimension 2#User Defined Dimension 2 | 2nd Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''Processed''' : A confirmation that the associated documents or requests are processed.
* '''Process Order''' : Process Order
* '''Posted''' : An accounting status button that indicates if the transaction has already been posted to the general ledger or not.
* '''[[Screenshot:Business Partner#Location/Address | Invoice Address]]''' : The location where the invoice payment request will be sent.
* '''INCOTERMS description'''
* '''[[Screenshot:Document Type#Document Definition | Document Type]]''' : A value defining what sequence and process setup are used to handle this document.
* '''Delivery notes'''
* '''Delivery Terms''' : A definition stating when a specific delivery will occur.
* '''[[Screenshot:Business Partner#Location/Address | Delivery Location]]''' : The specific place or address an order will be shipped to or carried out from.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Accounting Date''' : The date this transaction is recorded for in the general ledger.
=== Lines ===

Add products to be included in your sales order. Each product is added by creating a line.
* '''Line No.''' : A line stating the position of this request in the document.
* '''Received Quantity''' : Delivered Quantity
* '''[[Screenshot:Product#Product | Product]]''' : An item produced by a process.
* '''Invoiced Quantity''' : The total number of a product included in an invoice to a business partner.
* '''Attribute Set Value''' : An attribute associated with a product as part of an attribute set.
* '''[[Screenshot:Return Reasons#Return Reasons | Return Reason]]'''
* '''Operative Quantity''' : The number of a certain item involved in the transaction, according to the defined Operative UOM.
* '''[[Screenshot:Unit of Measure#Unit of Measure | Alternative UOM]]''' : A non monetary unit of measure.
* '''Returned Quantity''' : The number of an item involved in a transaction, given in standard units. It is used to determine price per unit.
* '''[[Screenshot:Unit of Measure#Unit of Measure | UOM]]''' : A non monetary unit of measure.
* '''Net Unit Price''' : The price that will be paid for a specified item.
* '''Gross Unit Price''' : Price inclusive of taxes
* '''Line Net Amount''' : The final amount of a specified line, based only on quantities and prices.
* '''Line Gross Amount''' : Gross Amount for a line
* '''[[Screenshot:Tax Rate#Tax | Tax]]''' : The percentage of money requested by the government for this specified product or transaction.
* '''[[Screenshot:Goods Shipment#Lines | Goods Shipment Line]]''' : A statement displaying one item, charge, or movement in a shipment.
* '''Alternate Taxable Amount''' : The total sum on which taxes are added.
* '''Select Order Line''' : Associate related product to this service
* '''[[Screenshot:Service Project#Service Project | Project]]''' : Identifier of a project defined within the Project & Service Management module.
* '''[[Screenshot:Cost Center#Cost Center | Cost Center]]''' : Division that adds to the cost of an organization
* '''[[Screenshot:User Defined Dimension 1#User Defined Dimension 1 | 1st Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''[[Screenshot:User Defined Dimension 2#User Defined Dimension 2 | 2nd Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''[[Screenshot:Warehouse Rules#Rule | Warehouse Rule]]'''
* '''Sales Order Line''' : A unique and often automatically generated identifier for a sales order line.
* '''[[Screenshot:Sales Order#Header | Sales Order]]''' : A unique and often automatically generated identifier for a sales order.
* '''[[Screenshot:Resource#Assignment | Resource Assignment]]''' : The ID identifies a unique record
* '''[[Screenshot:Discounts and Promotions#Discounts and Promotions | Promotion/Discount]]''' : The ability to raise or lower prices.
* '''Price Limit''' : The lowest net price a specified item may be sold for.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Order UOM''' : The unit of measure being used for the request.
* '''Order Quantity''' : The number of a certain item involved in the transaction, shown in units which differ from the standard UOM.
* '''Order Date''' : The time listed on the order.
* '''Net List Price''' : The official net price of a product in a specified currency.
* '''Invoice Date''' : The time listed on the invoice.
* '''Gross List Price'''
* '''Discount''' : Discount in percent
* '''Description Only''' : if true, the line is just description and no transaction
* '''Description''' : A space to write additional related information.
* '''Date Delivered''' : Date when the product was delivered
* '''[[Screenshot:Currency#Currency | Currency]]''' : An accepted medium of monetary exchange that may vary across countries.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Sales Order#Basic Discounts | C_Order_Discount_ID]]'''
* '''Base Net Unit Price'''
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
=== Price Adjustments ===

View applied price adjustments for each order line.
* '''Line No.''' : A line stating the position of this request in the document.
* '''[[Screenshot:Discounts and Promotions#Discounts and Promotions | Promotion/Discount]]''' : The ability to raise or lower prices.
* '''Base Net Unit Price'''
* '''Discount per Unit'''
* '''[[Screenshot:Sales Order#Lines | Sales Order Line]]''' : A unique and often automatically generated identifier for a sales order line.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''C_Orderline_Offer_ID'''
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
=== Line Tax ===

Taxes related to the order line.
* '''Line No.''' : A line stating the position of this request in the document.
* '''[[Screenshot:Tax Rate#Tax | Tax]]''' : The percentage of money requested by the government for this specified product or transaction.
* '''Taxable Amount''' : The total sum on which taxes are added.
* '''Tax Amount''' : The total sum of money requested by the government of the specified transaction.
* '''[[Screenshot:Sales Order#Lines | Sales Order Line]]''' : A unique and often automatically generated identifier for a sales order line.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Order Line Tax''' : A unique and often automatically generated identifier for a sales order line tax.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
=== Related Services ===

* '''Document No.''' : An often automatically generated identifier for all documents.
* '''Line No.'''
* '''Product''' : An item produced by a process.
* '''Attribute Set Value''' : An attribute associated with a product as part of an attribute set.
* '''Amount''' : A monetary total.
* '''Quantity''' : The number of a certain item.
=== Related Products ===

In this table the Order Lines related to an Order Line of 'Service' type are added
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Sales Order#Lines | Sales Order Line]]''' : A unique and often automatically generated identifier for a sales order line.
* '''[[Screenshot:Sales Order#Lines | Sales Order Line]]''' : Sales Order Line related a another Sales Order Line of 'Service' Type
* '''Document No.''' : An often automatically generated identifier for all documents.
* '''Line No.''' : A line stating the position of this request in the document.
* '''[[Screenshot:Product#Product | Product]]''' : An item produced by a process.
* '''Attribute Set Value''' : An attribute associated with a product as part of an attribute set.
* '''Amount'''
* '''Quantity''' : The number of a certain item.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''C_Orderline_Servicerelation_ID'''
=== Basic Discounts ===

* '''Line No.''' : A line stating the position of this request in the document.
* '''[[Screenshot:Basic Discount#Basic Discount | Basic Discount]]''' : The percentage price reduction based on the list price.
* '''Cascade''' : Any additional discount built upon the remaining total after applying previous discounts.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Sales Order#Header | Sales Order]]''' : A unique and often automatically generated identifier for a sales order.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''C_Order_Discount_ID'''
=== Tax ===

Edit taxes applied to your order.
* '''Line No.''' : A line stating the position of this request in the document.
* '''[[Screenshot:Tax Rate#Tax | Tax]]''' : The percentage of money requested by the government for this specified product or transaction.
* '''Tax Amount''' : The total sum of money requested by the government of the specified transaction.
* '''Taxable Amount''' : The total sum on which taxes are added.
* '''[[Screenshot:Sales Order#Header | Sales Order]]''' : A unique and often automatically generated identifier for a sales order.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Order Tax'''
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
=== Payment In Plan ===

* '''Due Date''' : The date when a specified request must be carried out by.
* '''[[Screenshot:Payment Method#Payment Method | Payment Method]]''' : It is the method by which payment is expected to be made or received.
* '''Expected Amount''' : Expected Amount
* '''Received'''
* '''Outstanding'''
* '''Last Payment Date''' : Last Payment Date
* '''Number of Payments'''
* '''[[Screenshot:Currency#Currency | Currency]]''' : An accepted medium of monetary exchange that may vary across countries.
* '''[[Screenshot:Sales Order#Header | Sales Order]]''' : A unique and often automatically generated identifier for a sales order.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Order Payment In Plan''' : Set of payments in planned to be collected/paid for an order
* '''[[Screenshot:Sales Invoice#Header | Invoice]]''' : A document listing products, quantities and prices, payment terms, etc.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
=== Payment In Details ===

* '''[[Screenshot:Payment In#Header | Payment In]]''' : Payment In event
* '''Payment Date'''
* '''Due Date''' : The date when a specified request must be carried out by.
* '''[[Screenshot:Payment Method#Payment Method | Payment Method]]''' : It is the method by which payment is expected to be made or received.
* '''[[Screenshot:Financial Account#Account | Financial Account]]''' : Financial account used to deposit / withdrawal money such as bank accounts or petty cash
* '''Expected Amount''' : Expected Amount
* '''Received Amount'''
* '''Write-off Amount''' : A monetary sum that can be deducted from tax obligations.
* '''[[Screenshot:Currency#Currency | Currency]]''' : An accepted medium of monetary exchange that may vary across countries.
* '''Expected (Account Currency)''' : Expected amount in the financial account currency
* '''Received (Account Currency)''' : Amount received in financial account currency
* '''Exchange Rate''' : Exchange rate used to convert payment to financial account currency
* '''Payment No.''' : Payment Number
* '''[[Screenshot:Currency#Currency | Finacc_Currency_ID]]''' : The currency of the financial account that payment is associated with
* '''Canceled'''
* '''Status''' : A defined state or position of a payment.
* '''Payment Detail'''
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Sales Order#Payment Plan | Order Payment In Plan]]''' : Set of payments in planned to be collected/paid for an order
* '''Order No.''' : Order Number
* '''Invoice No.'''
* '''Invoice Amount''' : The monetary sum that is invoiced for a specified item or service.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.

{{BackTo|Screens_Reference}}

[[Category:User_Guide]]

[[Category:Generated_Doc]]

Screenshot:Return from Customer - Revision history

Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Return from Customer == === Header === Create a sales order and process it when ready. * '''RM_ReceiveMaterials''' * '''Process Order''' :..."