Open RTM List Report
Open RTM List Report
Open RTM List Report
Report #: 2177
Module: Account Generation
Overview
Use the Open RTM List Report to view a list of Return to Manufacturer Orders in SBN. You may filter the list by several parameters including Branch, Vendor ID, Ship Date, Expected Date, RTM Number, Item Code, Vendor Item Code, Tracking Number, and RTM Status (Open or Complete). Create RTMs in Purchasing (program #571) or Branch Inventory (program #1757) when you discover items that you need to return after receiving purchase orders.
To access this report, select Open RTMs (Report #2177) from the main menu of SBN.
The Open RTM List Report
This window contains two panes: use the upper pane to define the content of the report; use the lower pane to define the job output - how, when, and where you want to print the report.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields in the upper pane of the Open RTM List Report.
Field |
Description |
Branch |
You may select a branch ID to limit the report to RTMs associated with that branch. (This menu originates from program #1530.) Note: If you leave this field blank, the report includes all branches. User's branch restrictions apply. |
RTM Ship Date Range |
|
RTM Ship Date - From |
You may select a range of dates to limit the report to RTMs with shipping dates within that range. Select the beginning date of the range. |
RTM Ship Date - To (No label) |
You may select a range of dates to limit the report to RTMs with shipping dates within that range. Select the ending date of the range. |
Vendor ID |
You may select a vendor ID to limit the report to RTMs associated with that vendor. (This menu originates from program #1758.) Note: If you leave this field blank, the report includes all vendors. |
Expected Date Range |
|
Exp Date - From |
You may select a range of dates to limit the report to RTMs with expected dates (when the items are expected to arrive at the vendor location) within that range. Select the beginning date of the range. |
Exp Date - To (No label) |
You may select a range of dates to limit the report to RTMs with expected dates (when the items are expected to arrive at the vendor location) within that range. Select the ending date of the range. |
RTM Number Range |
|
RTM No. (From) |
You may select a range of RTM numbers to limit the report to RTMs within that range. Select the beginning number of the range. |
RTM No. - To (No label) |
You may select a range of RTM numbers to limit the report to RTMs within that range. Select the ending number of the range. |
Item Code |
You may enter an item code to limit the report to RTMs associated with that item. Note: SBN does not validate this field. Item codes are defined in program #1535. |
Vend Item Code |
You may enter a vendor's item code to limit the report to RTMs associated with that item. Note: SBN does not validate this field. Vendor's item codes are defined in the Item Vendor tab of program #1535. |
Tracking # |
You may enter a tracking number to limit the report to RTMs with that tracking number. Note: SBN does not validate this field. Users may enter a tracking number when creating an RTM. |
Open/Complete |
You may choose to limit the report to only open RTMs or to only completed RTMs. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Open RTM List Report.
Column Descriptions
The following table describes the columns used in the report output.
Column |
Description |
Item Code |
Identifies the selected item. |
Vendor Item Code |
Identifies the selected item by the vendor's item code. |
Description |
Text description of the selected item. |
Qty-Rcv |
Quantity of the item received from the vendor. |
RMA Tran |
Quantity of the item returned to the vendor by this Return Merchandise Authorization. |
Track No |
Tracking number of the selected Return to Manufacturer order. |
PO Cost |
Cost of the selected item on the associated purchase order. |
Ship Date |
Date the selected item is scheduled to ship to the vendor. |
Exp Date |
Date the selected item is expected to arrive at the vendor location. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Open RTM List Report
The following table lists modifications and updates to the Open RTM List Report document.
Mod Number |
Date |
Description |
n/a |
07/14/14 |
Images updated. |