Generate Transactions Selection

Generate Transactions - Fields

Batch

This field displays the batch number selected for generation and can only be viewed. If more than one batch is selected, "Multiple" is displayed. If all batches are selected, "All" is displayed. Click the Batch Number button to select a batch from the list or create a new batch number, if necessary. This field is available only if the Enable check box is selected for batch processing in the RMA Options window. For more information, see Batch Entry.

Generation Date

Enter the date used for generating documents, or click the Calendar button to select a date from the calendar.

Next Automatic Sales Order Number

Type the next sales order number to assign. The sales order number entered is the beginning number assigned to all generated sales orders. The value displayed defaults from the selection made in the Next Automatic Sales Order field in the Sales Order Options window. During the generation process, the value in this field is updated.

Next Automatic Invoice Number

Type the next invoice number to assign. The invoice number entered is the beginning number assigned to all generated credit memos. The value displayed defaults from the selection made in the Next Automatic Invoice/Shipping Number field in the Sales Order Options window. During the generation process, the value in this field is updated.

Next S/O Invoice Batch Number

The value displayed defaults from the selection made in the Batch Number field in the Sales Order Invoice Data Entry Batch window. Click the Batch Number button to select a batch from the list or create a new batch number, if necessary. During generation, the value in this field appears as the batch number for all credit memos. This field is available only if the Enable check box is selected for batch processing in the Sales Order Options window. For more information, see Batch Entry.

Consolidate Restocking Charges

Select this check box to consolidate restocking charges for all lines on the credit memo to one miscellaneous charge code line. Clear this check box if you do not want to consolidate restocking charges. This check box is available only if the Calculate Restocking Charges check box is selected in the RMA Options window.

Print Line Information on Listing

Select this check box to print additional line information on the Generate Transaction Listing. Line information includes the restocking charge and warranty code, invoice number, price, warranty expiration, cross ship, drop ship, and credit freight. Clear this check box if you do not want to print additional line information on the Generate Transaction Listing.

Next Automatic Purchase Order Number

Type the next purchase order number to assign automatically. The value displayed defaults from the selection made at the Next Automatic Purchase Order Number field in the Purchase Order Options window. During the generation process, the value in this field is updated. This field is available only if the Purchase Order module is integrated with Return Merchandise Authorization.

Next Automatic PO Return Number

Type the next purchase order return number to be assigned automatically. The value displayed defaults from the selection made in the Next Automatic PO Return Number field in the Purchase Order Options window. During the generation process, the value in this field is updated. This field is available only if the Purchase Order module is integrated with Return Merchandise Authorization.

Next Return of Goods Batch Number

The value displayed defaults from the selection made in the Next Batch Number field in the Purchase Order Options window. Click the P/O Batch Number button to select an existing batch number, or create a new batch. During generation, the value in this field appears as the batch number for all return of goods entries. This field is available only if the Purchase Order module is integrated with Return Merchandise Authorization and if the Allow Batch Entry check box is selected in the Purchase Order Options window.

Consolidate by Vendor Number

Select this check box to consolidate all items returned to a specific vendor, for all RMAs, and include them on one return of goods and one purchase order. Clear this check box to generate a separate return of goods and purchase order for each RMA. This check box is available only if the Purchase Order module is integrated with Return Merchandise Authorization.

Summarize Multiple Items

Select this check box to summarize items that appear multiple times for a vendor; one detail line is generated to return the total quantity for an item included on multiple purchase orders or return orders in the entered range. Clear this check box to include each item in detail; a separate detail line is generated for each purchase order or return order when the same item is on multiple RMAs. This check box is available only if the Purchase Order module is integrated with Return Merchandise Authorization.

Add RMA Number as a Comment Line

Select this check box to include the RMA number as a comment on the return order and/or purchase order. The comment line prints as the last line on the return order and/or purchase order. If you select the Consolidate By Vendor Number check box, multiple comment lines are created to list all RMA numbers. Clear this check box if you do not want to include the RMA number as a comment on the return order and/or purchase order. This check box is available only if the Purchase Order module is integrated with Return Merchandise Authorization.

Operand

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.

The following operands are available:

Operand	Operand Function
All	Selects all information for the Select Field.
Begins with	Selects only the information for the Select Field that begins with the value entered in the Value field.
Ends with	Selects only the information for the Select Field that ends with the value entered in the Value field.
Contains	Selects only the information for the Select Field that contains the value entered in the Value field.
Less than	Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater than	Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.
Range	When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields. Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.
Equal to	Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to	Selects only the information for the Select Field that is not equal to the value entered in the Value field.

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

You can use commas (,) to separate multiple values; however, if your selection values already contain commas, you must use alternate separators to separate them.

Note When alternate separators are used, the value list must end with the alternate separator character.

The alternate separators include the following:

~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

If your company uses commas in item codes, use an alternate separator to select one or multiple item codes.

Value

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

You can enter single or multiple values as follows:

Operand	Value
All	Selects all information for the Select Field.
Begins with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than	Only single values are allowed.
Greater than	Only single values are allowed.
Range	Both Value fields are used to define a range. Only single values are allowed at each Value field.
Equal to	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Not Equal to	Multiple values are separated by a comma or alternate separator. An AND condition is assumed.