Non-supported ReleaseNon-supported Release
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Creating RTV Order Types

You use Return to Vendor (RTV) order types to organize and classify your RTV orders. E-automate provides the following four RTV order types:

Credit RTVs are used when returning an item to a vendor for credit. When you add an item to this type of RTV, e-automate adds each line independently along with its associated quantity.

Replacement RTVs are used to send an item back to a vendor and to receive a replacement. This type of RTV acts as both a positive and a negative purchase order. When you add an item to a Replacement RTV, e-automate adds two lines for each item identified; one line type is classified as a return, and the other line is classified as the receiving or replacement line.

Advance Replacement RTVs are used when you are receiving a replacement from a vendor and then returning a defective item. The difference between a Replacement RTV and an Advance Replacement RTV is the order in which the transactions occur. When using a Replacement, you return the item and then receive a replacement; with an Advance Replacement, you receive the replacement item before you return the defective item. The Advance Replacement RTV can also help you identify the number of days you have to return the defective item once the replacement item has been received.

Repair RTVs are used to track inventory movement for items that may leave your inventory for repair.

As long as your order types can be classified using one of these basic RTV categories, you can create as many uniquely named RTV order types as you deem operationally necessary.

Getting to the TransactionGetting to the Transaction

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select RTV Order Types.

Click [New] to open the New RTV Order Type window.

Basic InformationBasic Information

Complete the following fields as appropriate:

Order Type: Name used to identify the RTV order type.

Description: Description of the RTV order type.

Category: Use the lookup icon to select the appropriate order type category (Credit, Replacement, Advance Replacement or Repair).

Completing the TransactionCompleting the Transaction

Click [OK] to save the new RTV order type.