Each status that you have set up to apply to a Return to Vendor (RTV) signals the need to perform an action within your workflow. The responsibility to perform that action is monitored in real time. A change of status by a user signals the need for a new action and then passes responsibility to perform that action along the workflow. Jim2 records time/date/initial data on status changes for productivity reports, and to keep a secure quality record for each return.
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Using Jim2 Return to Vendor statuses, you can monitor how successful your return procedure is, or how well your users perform. |
Your choice of status for particular points in your workflow can represent the need for a decision to be made. These decisions can be based on technical, financial or supplier related issues known to your staff. You should choose which statuses are used to signal that a decision needs to be made and a choice of status to be used to indicate which resolution was decided.
The following statuses are available to map your workflow for RTVs. You may have added others in the Setup defaults:
Status |
Explanation |
Booked |
This is the default status applied to a Return to Vendor when first added. All RTVs begin with this status. |
Cancel |
This status signals that the RTV has been cancelled. |
Finish |
This status signals that the RTV is finished. Once you have set the status as Finish the RTV will then create the required transaction journal entry. |
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You may edit or add a status to match your workflow via Tools > Status, accessed via the Jim2 menu. The statuses that are underlined cannot be edited or deleted as they perform a function within the application. |
Further information: