ERP System-Sales Subsystem-Sales Exchange/Return Order

Sales Subsystem-Sales Exchange/Return Order

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• • • • 0. Preface
      • 1. Definition
      • 2. Document information
      • 3. Page requirements
      • 4, concrete operation
      • 5. List of queries

0. Preface

The article has been summarized and sorted out by personal experience. If there are any deficiencies or lack of function points or expression errors, please correct me in the comment area. I will make changes and updates in time! ! ! ! !

1. Definition:

Return/Exchange Order: Generally used when the goods purchased by the enterprise need to be returned to the supplier due to errors or quality issues, the format is fixed.

2. Document information

Explain the
master table in the form of master table and slave table : the basic information of the return/exchange order
includes:

• Return/Exchange Order Number
• Return/Exchange Date
• client's name
• Customer Number
• Maker
• Form date
• Auditor
• Approval Status
• Relevant document number
• Mode of transport
• Order category
• Order department
• Order notes etc.

From the table : The specific information of the return/exchange order
includes:

• Return/exchange order number (associated with the return/exchange order number in the main table)
• Line number (return/exchange documents may have multiple materials, each material occupies one line)
• Material coding
• Material name
• Material specifications
• Material type
• Material unit
• Quantity
• Relevant document number
• Unit price
• Amount
• Remarks

3. Page requirements

Buttons: add button, submit button, save button, review button, review button, delete button, add row button from table, delete row button from table, delete row button from table (buttons should be enabled and disabled with different permissions )

Form: All fields of the main table can be in the form of drop boxes/input boxes/radio buttons and other forms (some fields can be hidden according to specific operations, and the main table will not display too many complex and redundant fields)

Form: From All fields of the table, display
returns in the form of a table :

Exchange:

4. Specific operation

Return: When returning the goods, fill in the specific information to generate a return form. When the actual goods are returned to the company, the goods will be reviewed, and those with no quality problems will be re-stocked, and those with quality problems will be discarded directly. Generate a return order or have a special processing staff review it. After the review, the document information flows to the receivable process. The receivable process analyzes the amount of the return document and writes it off with the amount of the outbound order to ensure that it will not affect the receipt. Process.
Exchange: After the exchange, go through the reissuing process, fill in the specific information (at this time, the unit price of the exchange goods is filled in as 0, which does not affect the payment process) to generate an exchange order, and after the exchange order is approved, the document information flows to the delivery Process.

1. Retrieve related documents (usually feedback forms).
2. Return to the corresponding field (master table/slave table) according to the information provided by the relevant documents.
3. Fill in the relevant information of the main form (order date, delivery date, customer, shipping method, order remarks, etc.).
4. Fill in the relevant information from the table (material name, material code, unit price, quantity, etc.).
5. Click the submit button, the system will automatically generate the return/exchange order number, generate the operator, operation time, etc.
6. After being approved by the auditor, an auditor is generated, the audit status is changed, etc., and the return/exchange notice is completed.

5. List of queries

Provide a search area, you can perform multi-condition query through various query conditions (document number, customer name, order date, transportation method, related document number, document maker, auditor, review status and other fields) sales and delivery notice document information, Display specific bill information.

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