Return Header

Return#

Unique number generated by Jim2.

This number cannot be changed

Cust#

The customer card code.

Cust# is a hyperlink which will open the customer's cardfile.

Status

The status of the return, ie Booked, etc.

Reason

The reason for return, eg. warranty (if using RFC Types).

Add or change information in this field.

Strict Return

When ticked, requires an invoice number that the goods (all or part) are being returned against. Unticked (non strict return) allows return without an invoice number. Unticked also allows for multiple invoices on the one RFC.

If unticked, see PO# and Contract# (or Project#, depending on what is set up in Tools > Options) below for further steps to take prior to finishing.

Date In

The date the return is entered.

This field is auto-filled by Jim2 and cannot be changed.

Last Modif.

The date the RFC is last modified or finished.

Select a date.

Inv#

The invoice number.

The Add all Stock feature is only available when an invoice number is selected in this field.

PO#

If Strict Return is not ticked, a Debtors Purchase Order will be created on the status of Received when the return is finished. This allows sales staff to add returns without requiring access to Purchases. Purchasing staff should cost the return correctly and finish the Debtors purchase order.

PO# is a hyperlink which will open the debtors purchase order shown in this field.

Project#

A non strict return can be linked to a Project.

Select the Project#.

Branch

Branch

Select Branch, if applicable.

Notes

Any notes to be added to the return can be added here.

You can add as many notes as you wish, and the character limit of the Notes field is 2,147,483,645.

The fields below will only be displayed if these options have been selected.

Branch

Choose a branch (if branches are enabled).

Sub-Branch

Choose a sub branch.

GL Dept

Only applies if GL Departments are used. For more information see Branches.