Establishing Return Disposition Values (WRDV)
Purpose: Use return disposition values to identify how a returned item will be handled by the system when you process a return through Return Authorizations, Order Entry or Order Maintenance.
• Does the return affect inventory? If the return disposition code affects inventory, the merchandise will be returned into active inventory and the system updates the on hand quantity for the specified location.
• Is the merchandise returned to its primary location? The system checks for a primary location and warehouse in the Item file. If a location and warehouse is defined in the Item file, the system returns the item automatically to this warehouse location. If a location has not been defined in the Item file or if the return disposition value is not set up to receive returns to the primary location, the system receives the return in the warehouse and location defined for the return disposition value.
• Does the user have authority to this return disposition value? You can set up authority to a specific return disposition value for a user or user class. If the user has authority to the return disposition code, the system processes the return. If the user does not have authority to the return disposition value, an error message displays when you try to process the return.
In this topic:
• Work with Return Disposition Values Screen
• Create Return Disposition Screen
• Change Return Disposition Screen
• Display Return Disposition Screen
• Work with User Field Authority Screen (Return Disposition Authority for Users)
• Work with User Class Field Authority Screen (Return Disposition Authority for User Classes)
• Resetting User Class Authority
Work with Return Disposition Values Screen
How to display this screen: Enter WRDV in the Fast path field at the top of a menu or select Work with Return Disposition Values from a menu.
CSR0329 DISPLAY Work with Return Disposition Values 7/06/98 10:54:03 The KL Mail Order Company
Opt Rtn Description Affect Use W/H Location Code Inv Primary
Type options, press Enter. 2=Change 4=Delete 5=Display 6=User Authority 7=User Class Authority
RD DO NOT AFFECT INVENTORY N N 03 DID NOT FIT Y Y 3 T010101 1A PRODUCT DAMAGED Y N 10 A010101 3R CUSTOMER DID NOT LIKE Y N 30 RETURNS 4A WRONG COLOR Y N 40 A010101 4B PRODUCT DEFECT Y N 40 B010101 50 PURCHASED PRODUCT ELSEWHERE Y N 50 A500101
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select Company |
Field |
Description |
Rtn (Return disposition value) |
A code that identifies how the returned merchandise will be handled by the system, in terms of whether the return updates inventory and the warehouse and location to which the merchandise will be returned. Alphanumeric, 2 positions; optional. |
Description |
The description of the return disposition value. Alphanumeric, 30 positions; optional. |
Affect inv (Affect inventory) |
This value determines whether the return affects the on-hand quantity. Alphanumeric, 1 position; optional. |
Use primary |
This value indicates whether the item should be returned to its primary location. Alphanumeric, 1 position; optional. |
W/H (Warehouse) |
A code that identifies the warehouse where the item will be returned. Warehouse codes are defined in and validated against the Warehouse file. See Warehousing Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; optional. |
Location |
A code that identifies the location within the warehouse where you place the item. Location codes are defined in and validated against the Location file. See Warehousing Creating and Maintaining Locations (WLOC). Alphanumeric, 7 positions; optional. |
Screen Option |
Procedure |
Create a return disposition code |
Press F6 to advance to the Create Return Disposition Screen. |
Change return disposition information |
Enter 2 next to a return disposition value to advance to the Change Return Disposition Screen. |
Delete a return disposition code |
Enter 4 next to a return disposition value. |
Display a return disposition code |
Enter 5 next to a return disposition value to advance to the Display Return Disposition Screen. |
Work with return disposition authority for users |
Enter 6 next to a return disposition value to advance to the Work with User Field Authority Screen (Return Disposition Authority for Users). |
Work with return disposition authority for user classes |
Enter 7 next to a return disposition value to advance to the Work with User Class Field Authority Screen (Return Disposition Authority for User Classes). |
Create Return Disposition Screen
Purpose: Use this screen to create a return disposition value.
How to display this screen: At the Work with Return Disposition Values Screen, press F6.
FLR0175 ENTER Create Return Disposition 7/06/98 12:00:43 The KL Mail Order Company
Code . . . . . . . . . . . . . . . . Description . . . . . . . . . . . . Affect inventory . . . . . . . . . . (Y,N) Use primary location . . . . . . . . (Y,N) Warehouse . . . . . . . . . . . . . Location . . . . . . . . . . . . . .
F3=Exit F12=Cancel |
Field |
Description |
Code |
A code that represents the return disposition value. Return disposition values identify how returned merchandise will be handled by the system, in terms of whether the return updates inventory and the warehouse and location to which the merchandise will be returned. Alphanumeric, 2 positions. Create screen: required. Change screen: display-only. |
Description |
The description of the return disposition value. Alphanumeric, 30 positions; required. |
This value identifies whether the returned merchandise will be returned into active inventory and update the on hand quantity in the specified location. Valid values are: Y = Returned merchandise increases the on-hand quantity. N = Returned merchandise does not increase the on-hand quantity. Note: If you enter N in this field, you must enter N in the Use primary location field. Also, you cannot enter values in the Warehouse or Location fields or the system displays the following message:
Warehouse & location not required for Disp. code.
Alphanumeric, 1 position; required. |
|
This value indicates whether to return items to their primary locations. Valid values are: Y = Return the item to the primary location. If the disposition code is set up to affect inventory and return to the primary location, the system checks for a primary location in the Item file. If one is available, the system returns the item automatically to this warehouse location. If one is not available, the system receives the return in the warehouse and location defined for the return disposition code. N = Do not return the item to the primary location; instead, return the item to the warehouse and location defined for the Return Disposition code. Alphanumeric, 1 position; required. |
|
The default warehouse used for returns with this Return Disposition code. You must define a default warehouse if you set the Affect inventory field to Y. Note: The system uses this warehouse automatically if the Use primary location field is set to Y, but no primary warehouse is defined for the item/SKU. Warehouse codes are defined in and validated against the Warehouse file. See Warehousing Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required when Affect inventory field is set to Y. |
|
The default location used for returns with this Return Disposition code. You must define a default location if you set the Affect inventory field to Y. Note: The system uses this location automatically if the Use primary location field is set to Y, but no primary location is defined for the item/SKU. Location codes are defined in and validated against the Location file. See Warehousing Creating and Maintaining Locations (WLOC). Alphanumeric, 7 positions; required when Affect inventory field is set to Y. |
Change Return Disposition Screen
To change: Enter 2 next to a value to advance to the Change Return Disposition Values screen. You can change any information on the Change Return Disposition screen except the disposition code itself. See Create Return Disposition Screen for field descriptions.
To change the actual disposition code, you must delete the existing record and create a new one.
Display Return Disposition Screen
To display: Enter 5 next to a return disposition value to advance to the Display Return Disposition screen.
You cannot change any information on this screen. See Create Return Disposition Screen for field descriptions.
Purpose: You can use the Work with Return Disposition Values menu option to set user or user class authorities to specific return disposition values. The settings you enter through this menu option are overrides to defaults set at a higher level.
General guidelines:
Authority Setting |
Set Up Through: |
1. user's authority to the specific return disposition value |
Work with User Field Authority Screen (Return Disposition Authority for Users) |
2. user's user class authority to the specific return disposition value |
Work with User Class Field Authority Screen (Return Disposition Authority for User Classes) |
3. user's authority to the Return Disposition Authority (A83) secured feature |
Work with User Class Field Authority Screen (Return Disposition Authority for User Classes) in Work with User Classes (fast path = WUCL); also available by pressing F15 in Work with Users |
4. user's user class authority to the Return Disposition Authority (A83) secured feature |
Work with User Class Field Authority Screen (Return Disposition Authority for User Classes) in Work with User Classes (fast path = WUCL); also available by pressing F15 in Work with Users |
5. default setting of the Return Disposition Authority (A83) secured feature |
Work with System Features screen in Work with System Values/Features (fast path = WSYS) |
The system checks each setting in the above order, skipping over any blank settings until it finds a *ALLOW or *EXCLUDE setting.
Example One: User BMIRANDA is assigned to the user class WAREHOUSE. The Return Disposition Authority (A83) secured feature is set to *ALLOW. The WAREHOUSE user class authority for return disposition value 4A is set to *EXCLUDE. BMIRANDA's user authority for return disposition value 4A is set to *ALLOW. The result is that BMIRANDA can process a return using the 4A return disposition value, because her user authority overrides the other settings. However, the other users in the WAREHOUSE user class cannot process a return user the 4A return disposition value, unless they also have an override at the user level.
Example Two: User TBOTTGER has a Return Disposition Authority (A83) secured feature setting of *EXCLUDE. However, the user settings for the 4A and 4B return disposition values only are set to *ALLOW. This user is not assigned to a user class. The result is that TBOTTGER can process a return using return disposition values 4A and 4B only, but is excluded from processing a return using any other return disposition values.
Work with User Field Authority Screen (Return Disposition Authority for Users)
Purpose: Use this screen to review or change a user's authority to a specific return disposition value.
How to display this screen: Enter 6 next to a return disposition value at the Work with Return Disposition Values Screen.
UCR0062 DISPLAY Work with User Field Authority 7/06/98 16:31:51 The KL Mail Order Company
Return Disposition : 4A DAMAGED MERCHANDISE
Opt User Name Authority User Class Authority
Type options, press Enter. 4=Delete 6=*ALLOW 7=*EXCLUDE
KLETENDRE karen letendre KMCCARTHY KMCCARTHY KODONOGHUE KODONOGHUE LAUREN_M LAUREN_M LEE_H LEE_H LGORDON LESLIE_G LIZ_P LIZ_P LKEARNS LKEARNS LRAADPRUNE LRAADPRUNE +
F3=Exit F12=Cancel |
Field |
Description |
Return disposition |
The return disposition value you selected at the Work with Return Disposition Values Screen. The description displays to the right. Value: alphanumeric, 2 positions; display-only. Description: alphanumeric, 30 positions; display-only. |
User |
The user ID of a person within your company. Alphanumeric, 10 positions; optional. |
Name |
The user's name. Alphanumeric, 30 positions; optional. |
Authority |
The user's authority to process a return using the return disposition value specified. Valid values are: *ALLOW = The user can process a return using this return disposition value. *EXCLUDE = The user cannot process a return using this return disposition value. Blank = The user's ability to process a return using this return disposition value depends on the user class setting; if there is not user class setting for this return disposition value, the system checks the setting of the Return Disposition Authority (A83) secured feature at the user, user class, and default levels in order. See Authority Hierarchy. Alphanumeric, 8 positions; optional. |
User class authority |
The authority of the user's class to process a return using the return disposition value specified. Value values are: *ALLOW = The user can process a return using the return disposition value specified, unless the user-level authority is set to *EXCLUDE. *EXCLUDE = The user cannot process a return using the return disposition value specified, unless the user-level authority is set to *ALLOW. Blank = The user's ability to process a return using the return disposition value specified does not depend on the user class setting; if there is not user setting for this return disposition value, the system checks the setting of the Return Disposition Authority (A83) secured feature at the user, user class, and default levels in order. See Authority Hierarchy. Alphanumeric, 8 positions; optional. |
To delete: Enter 4 next to a user ID.
If you delete a user's user-level authority, the user class-level authority setting for this return disposition value, if any, will be in effect; if there is no user class setting, the system checks the setting of the Return Disposition Authority (A83) secured feature at the user, user class, and default levels in order. See Authority Hierarchy.
If the user did not have a user-level authority setting for this return disposition value, no error message displays; however, no changes will take place.
Set to *ALLOW: Enter 6 next to a user ID. The user will be able to process a return using the specified return disposition value.
If the user already had authority to this return disposition value, no error message displays; however, no changes will take place.
Set to *EXCLUDE: Enter 7 next to a user ID. The user will not be able to process a return using this return disposition value.
If the user already is excluded from this return disposition value, no error message displays; however, no changes will take place.
Work with User Class Field Authority Screen (Return Disposition Authority for User Classes)
Purpose: Use this screen to review or work with the authority settings to a selected return disposition value by user class.
How to display this screen: Enter 7 next to a return disposition value at the Work with Return Disposition Values Screen.
UCR0063 DISPLAY Work With User Class Field Authority 7/06/98 17:17:48 The KL Mail Order Company
Return Disposition : 4A DAMAGED MERCHANDISE
Opt Class Description Authority
Type options, press Enter. 4=Delete 6=*ALLOW 7=*EXCLUDE
1 Order Entry Operators 2 Prestige User Class 3 Customer Service Reps 4 Vendor User Class 5 Seasonal Help 6 System Administrators 7 Warehousing Staff
F3=Exit F12=Cancel |
Field |
Description |
Return disposition |
The return disposition value you selected at the Work with Return Disposition Values Screen. The description displays to the right. Value: alphanumeric, 2 positions; display-only. Description: alphanumeric, 30 positions; display-only. |
Class |
A user class within your company. Alphanumeric, 10 positions; optional. |
Description |
The description of a user class. Alphanumeric, 30 positions; optional. |
Authority |
The user class's authority to process a return using the return disposition code specified. Valid values are: *ALLOW = User in this class can process a return using this return disposition value, unless the user-level setting is *ALLOW. *EXCLUDE = User in this class cannot process a return using this return disposition value, unless the user-level setting is *EXCLUDE. blank = User's ability to process a return using this return disposition value depends on the return disposition value setting at the user level, if defined; otherwise, the system checks the secured feature setting at the user, user class, and default levels in order. See Authority Hierarchy. Alphanumeric, 8 positions; optional. |
Resetting User Class Authority
To delete: Enter 4 next to a user class.
If you delete a user class's authority, and if there is no user-level setting for the return disposition value, the system checks the setting of the Return Disposition Authority (A83) secured feature at the user, user class, and default levels in order. See Authority Hierarchy.
If the user class did not have an authority setting for this return disposition value, no error message displays; however, no changes will take place.
To set to *ALLOW: Enter 6 next to a user class. The user in this user class will be able to process a return using this return disposition value, unless the authority setting for an individual user is set to *EXCLUDE.
If the user class already had authority to this return disposition value, no error message displays; however, no changes will take place.
Set to *EXCLUDE: Enter 7 next to a user class. The users in this class will not be able to process a return using this return disposition value, unless the authority setting for an individual user is set to *ALLOW.
If the user class already is excluded from this return disposition value, no error message displays; however, no changes will take place.
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