2BizBox® Manual

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7.0 Main

7.5 RTV (Return to Vendor)

Goods purchased that have been received to warehouse may need be returned to the vendor, as some goods have some problems, like quality. Once a RTV order is created, shipping RTV should be completed.

7.5.1 RTV General Process

7.5.1.1 Add RTV

Go to “PO-> RTV->General” and click “Add RTV” to enter the adding interface.

You can see that RTV is to add PO# in default; also you can add RTV by picking a vendor ID. Adding PO # can help to easily track a RTV. Note: whatever the adding methods, PO receiving has to be done in advance. Add RTV by Picking Vendor ID

When adding a RTV by vendor ID need input vendor ID firstly, click “Add” to enter RTV updating interface. Add RTV by PO#

Add RTV by PO#, input the PO# need to be returned, click the right side “Refresh” button.

All part items of the PO will be listed. Check the part item to be returned, then click “Add” to generate the RTV and go to the updating interface.

7.5.1.2 Update RTV

If you add a RTV by PO#, the PO’s data will be copied to the RTV, and you only need change quantity to be returned. If you add RTV by vendor ID, you need to add the part item and quantity to be returned manually. When you have finished adding, click “Update: to go back to the RTV property interface.

RTV General Information

RTV general information is located at the upper part of the interface.

The related parameters’ are described below:

Parameters	Description
RTV Number	The RTV number is generated automatically when creating a RTV.
RTV Date	The date of creating a RTV is automatically generated by the system.
RTV Status	RTV status can be “Not Approved,” “ Open” or “Closed;” the newly created RTV will be defined as “Not Approved” by default
Approved Date	The system will automatically record the approved date of the RTV.
Approved By	The system will automatically record the user who approves the RTV.
Contact	The RTV’s contact.
Our PO#	The PO# is related to the RTV’s part items.
Vendor ID	The RTV supplier’s address ID.
Vendor Name	The name of the vendor in the system.
Bill to ID	The payer ID (Bill to ID) in the system. Sometimes bill to ID is different from the customer’s.
Bill to Name	The payer’s name (bill to name)
Ship to ID	Ship to ID in the system, sometimes it is different from Customer ID.
Ship to Name	Ship to name
Buyer	The buyer of the PO related to the RTV.
REV	The RTV’s revision#, the default number is “00,” click “Edit” to change it.
Incoterm	The trading methods the RTV uses.
Place/Port	The shipping place or port.
Carrier	The third party carrier, it is determined by customer’s choosing. Refer to this further at the address module.
Write-in	Input the carrier directly.
Carrier Account	The carrier’s account, used for accounting calculation.
Acct#	The RTV’s account#
Requester	The RTV’s requester
Project	If the RTV’s equipment belongs to a project, enter it here.
Language	The language used while trading with the vendor.
Currency	The currency used while trading with the vendor.
Exchange Rate	The exchange rate used while trading with the vendor.
Terms	The payment terms vendor requested.
Enter By	The person who enters the RTV data.

RTV Item Information

At “Item Information” of the update RTV interface, add the part to be returned. At the “Add Part” window, input part# and quantity, and click the “+” button to add a part and enter the “Update RTV item” interface. Here, fill out the needed information here, and click “OK.” You can also add parts at “Add BOM Item,” these parts will also appear in the “Item” window.

The part added via BOM will be added to the part item. You can select these parts by clicking “Edit” to enter the update part item interface; select one part item to delete or edit. At the “Freight” row, you can fill out “Freight.”

Comments and Private Notes

Lastly, you can add “Comments” and “Private Notes” for the RTV. “Comments” can be seen by both sides, while

“Private Notes” are for private communication; while printing the RTV, you can choose not print “Private Notes.”

7.5.1.3 Update RTV Item

While adding a part item, input part# and quantity, and click “+” to go to the “Update RTV Item” interface. Or, you can select one part item and click “Edit” to enter the “Update Purchase Order item” interface.

The “Update RTV Item” interface is shown below:

Once you choose a new part here, system will give reminding that the part# has been changed, need click” Refresh” button to confirm part.

Descriptions of the RTV parameters are as below:

Parameters	Description
RTV #	The RTV#, with one item# to confirm one RTV item.
Item#	Item#
Part#	The item’s part
Description	Part’s description
Ship Date	The item part’s shipping date, which includes shipping time needed
Comments	The item’s comments.
Qty	The purchased part’s quantity
Qty Returned	The part quantity to be returned.
UOM	The part’s UOM.
Status	RTV’s status, including “Not Approved,” “Open” and “Closed.”
NCR	The part’s NCR order.
Ref Doc 1	The order related to the RTV’s part.
Ref Doc 2	The order related to the RTV’s part.
Private Notes	Private Notes
Enable Return Unit
Return Unit
Return UOM TR
Qty in Return UOM
Cost/UOM
Discount
Net Price
Ext Price
Tax
Item Grand Total

After you have filled out all this information, click “OK” to finish, and return to the RTV interface. Once here, continue to add parts to be returned. Click “Update” to finish the RTV and wait for approval.

7.5.1.4 Approve RTV

A RTV can only be effective when it is approved. Go to “PO Module->RTV->Control” to add RTV approvals.

After the RTV is approved, a shipper# starting with RTVSH will be generated. When the good is returned and if payment is made, the vendor needs refund some payment, so a debit memo should be created. Refer to this further in the “Accounting” module.