RTV Data Change Review

When you save an RTV record, the system performs several edits and updates:

  • An RTV ID is assigned to the return.

    The RTV ID along with the PeopleSoft Purchasing business unit is used to identify the return transaction uniquely to PeopleSoft Purchasing and to retrieve information within the system.

  • If the return is for replacement, the net quantity received on the receipt for each item associated with the return is updated if you selected the RTV Adjust Source check box on the Purchasing Definition - Business Unit Options page.

    The quantity returned on the receipt is adjusted by the quantity returned, and the original receipt quantity is retained in the Quantity Received field for audit and analysis purposes. The receipt accept quantity remains unchanged, as it is used by PeopleSoft Payables matching.

This table lists the system actions that are invoked by saving an RTV transaction with various combinations of return actions and adjustment defaults. Adjustment defaults appear on the Return To Vendor Defaults page.

RTV Adjust Source RTV Adjustment Voucher Return Action System Action

Y

Y

Credit or Exchange

The return quantity on the receipt record increases according to the quantity returned.

An adjustment voucher is created.

N

N

Credit or Exchange

The return quantity on the receipt record increases according to the quantity returned.

Y

N

Credit or Exchange

The return quantity on the receipt record increases according to the quantity returned.

N

Y

Credit or Exchange

The return quantity on the receipt record increases according to the quantity returned.

An adjustment voucher is created.

Y

Y

Replacement

  • The net received quantity on the receipt record decreases according to the quantity returned.

  • The return quantity on the receipt record increases according to the quantity returned.

  • If you select the RTV Reopen PO check box on the Purchasing Definition - Business Unit Options page and the purchase order is closed, the header status changes to Dispatched. The line, schedule, and distribution statuses change to Open.

  • An adjustment voucher is created.

N

N

Replacement

The return quantity on the receipt record increases according to the quantity returned.

If you select the RTV Reopen PO check box on the Purchasing Definition - Business Unit Options page and the purchase order is closed, the header status changes to Dispatched. The line, schedule, and distribution statuses change to Open.

Y

N

Replacement

  • The net received quantity on the receipt record decreases according to the quantity returned.

  • The return quantity on the receipt record increases according to the quantity returned.

  • If you select the RTV Reopen PO check box on the Purchasing Definition - Business Unit Options page and the purchase order is closed, the header status changes to Dispatched. The line, schedule, and distribution statuses change to Open.

N

Y

Replacement

  • The return quantity on the receipt record increases according to the quantity returned.

  • If you select the RTV Reopen PO check box on the Purchasing Definition - Business Unit Options page and the purchase order is closed, the header status changes to Dispatched. The line, schedule, and distribution statuses change to Open.

  • An adjustment voucher is created.