Setting Up RTV Processing Options

To set up RTV processing options:

1. Define RTV processing options for the Purchasing business unit on the Purchasing Definition - Business Unit Options page.

   Relevant fields are RTV Adjust Source, RTV Adjust Fees, and RTV Reopen PO. For RTV express processing you also need to define values for these fields:

   • Notify Inventory Manager

   • RTV Dispatch Option

   • RTV Inventory Ship Option

   • RTV Inventory Destroy Option

2. Define user preference options for RTV Streamline processing on the Procurement - Receiver Setup page

   These fields include:RTV Dispatch Option, RTV Inventory Ship Option, and RTV Inventory Destroy Option fields.

3. Define RTV voucher build options for the PeopleSoft Payables business unit on the Payables Definition - Voucher Build page. Select the RTV Debit Memo check box and the appropriate RTV Adjustment Option field value.

   PeopleSoft provides the ability to automatically create adjustment vouchers in the PeopleSoft Payables system from supplier returns. These adjustment vouchers can be either processed automatically or staged for review and approval. Set up the default options for each PeopleSoft Payables business unit that will be processing adjustment vouchers from supplier returns. When processing RTV adjustment vouchers, the system first considers the supplier information (be it user-defined or system-defaulted). If no supplier information is available, the system then goes to the next higher level in the default hierarchy, the PeopleSoft Payables business unit.

   Note: You can override these options at the supplier level.

4. Define RTV miscellaneous charges and fees that apply to supplier returns on the Misc Charge/Landed Cost Defn page.

   Once you define miscellaneous charge codes, set up the supplier-specific RTV fee information. You can set up RTV fee information for all of the suppliers on the Supplier's Return To Vendor Fees page or for specific item-supplier relationships on the Supplier Item Return Fees page.

5. Define RTV processing options for each supplier, if required.

   PeopleSoft provides the ability to override default options that were defined for the PeopleSoft Payables business unit by setting up RTV processing options at the supplier level. You can complete this setup when defining a supplier and supplier location and specifying the RTV options as part of the procurement set up.