Use the CRS Status Report to track returns currently on file in the CRS subsystem. It provides you with information from the return document, as well as, information from any related sales order document, credit memo, and/or vendor return when applicable.
You have the option to specify:
Report information includes: document number, return entry date, customer number, return warehouse, document line number, item and description, reason code, return quantity, unit of measure, price and pricing unit of measure, price extension, line status, document total, and credit memo or sales order document number when applicable, or vendor number, name, vendor return document, line number and status when applicable. This report differs from the Returns Analysis Report in that it includes pricing information.
If you Include Vendor Return/Replacement information and the return action code is Return to Vendor, the report includes the vendor, document numbers, line numbers and vendor return/replacement status.
If you Include Customer Replacement information and the return line includes a replacement to the customer, the report includes the customer, shipping warehouse, document number, line number and customer replacement status.
You can indicate whether to include all CRS documents or only those CRS documents with lines that are ready to create sales order or credit memos.
The D column on the CRS Status Report is located before the CRS doc Line # (whether Document or Item or Customer orders). This column contains these values.
C" in it if the line will prompt the user to create a credit memo (from CRS Entry by clicking Create Docs.)
"S" in it if the line will prompt the user to create a sales order (from CRS Entry by clicking Create Docs.)
"*" in it if the line will prompt the user to create both (from CRS Entry by clicking Create Docs.)
" " - this line will not prompt the user to create credit memos and sales orders by clicking Create Docs.
Use these fields to print the CRS status report:
1. Order
Select the order in which to print the status report: Document, Customer, or Item order. The program defaults to Document order.
2. Beginning
Enter the beginning Document, Customer or Item to print, depending on the Order selected. Press F1 to default to FIRST. Press F2 to search.
3. Ending
Enter the ending Document, Customer or Item to print, depending on the Order selected. Press F1 to default to LAST. Press F2 to search.
In the Properties section of the screen, enter the return warehouse and the reason code(s) to print for the report.
Only valid warehouse codes are accepted. The program defaults to the warehouse assigned to the current terminal. Press F2 to search for warehouses. Press F3 to default to all warehouses.
The Reason Code field is not available when printing in Document order. Press F1 to default to all reason codes. Press F2 to search.
Under Return Action, select the appropriate check boxes for the types of return actions to include on the report. You have these options: Return to Warehouse, Return to Vendor for Replacement, Return to Vendor for Credit, Scrap and Repair. Click the All check box to check all options in the frame and disable them.
For Replace to Customer select the appropriate check boxes: From Warehouse, Direct Ship from Vendor, or No. Click the All check box to check all options in the frame and disable them..
For Wait for Vendor Action Repair, you can select Yes, No, or All for the Credit and Replace options.Click the All check box to check all options in the frame and disable them.
For Status check the appropriate options to include on the report: Goods authorized but not yet received, Goods received but acknowledgment not printed, Credit waiting for vendor action, Customer credited, or Complete. Click the All check box to check all options in the frame and disable them.
Check the Include Price and Memo check boxes to include pricing and memo information.
Check Include Vendor Return/Replacement information to include the vendor, document numbers, line numbers and vendor return/replacement status if the return action code is Return to Vendor.
Check Include Customer Replacement information to include the customer, shipping warehouse, document number, line number and customer replacement status if the return line includes a replacement to the customer.
For the Beginning and Ending Return date, you can enter the creation date of a line, and the first date an item was received for the return authorization. The beginning and ending dates will consider the first returned date only when a date exists. A blank date is excluded from the date validation and the corresponding line will be included on the report, pending other validations.
For the Include Documents drop box, click A-All Documents to print all CRS documents or O-Only Ready to Create to print only the CRS documents with lines that are ready to create sales orders or credit memos on the status report.
See also
Viewing reports on screen (using the viewer)