You would typically process a Credit Note (for customer returns) within SYSPRO using their RMA (Return Merchandise Authorization) Module. However, once the stock is returned, inventory must be placed back within DATASCOPE WMS, and SYSPRO and DATASCOPE WMS must be balanced.

This module will be used for this. The module is used to identify any stock in SYSPRO, but not in DATASCOPE WMS, and to print new TrackID labels for the stock to be Put Away in the warehouse.

• The RMA (within SYSPRO) for the current invoice was already created and a credit note was generated for the returned lines.

• You can start by selecting the warehouse and the bin location that you returned the goods to via the SYSPRO RMA Credit note.

• Select the Refresh button to refresh the data grid.

• All stock codes that sit in the RETURNS bin in SYSPRO will display in the data grid.

• The column Qty To Distribute contain the total quantity of the stock code in this (RETURNS) SYSPRO bin.

• Various TrackIDs Types can be created:

  • Create a TrackID for the full Qty in the Bin

    • Select the check box in the Select column for the stock code you want to work with.

    • Once the Select check box is selected the Receipt Quantity field for that stock code becomes editable, and you can update the Quantity to the amount you want visible on the TrackID you will be creating.

    • To create a TrackID for the full Qty in the bin, you can right-click on the selected stock code. The following pop-up will appear.

    • Select Allocate selected lines to a new TrackID.

    • The software will then create a new TrackID.

    • The new TrackID will be created and visible in the right-hand of the TrackID Creation Advanced screen.

    • No TrackIDs have been printed.

  • Create a Multi stock code TrackID

    • To create a multiple stock code TrackID, you have the option to edit the QTYs for two lines and add both to one TrackID

    • Select both lines under the Select column.

    • Update the Receipt Quantity field for both selected lines.

    • Right-click on the lines and select Allocate selected lines to a new TrackID.

    • Both selected stock codes will then be added to one TrackID

  • Create a TrackID based on SYSPROs Pallet Quantity

    • Select the check box in the Select column for the stock code you want to work with.

    • The Receipt Quantity field will become editable, but you do not need to change this.

    • To create a TrackID based on SYSPROs Pallet Quantity field you can right-click on the selected stock code. (To generate a quantity of stock on a TrackID based on the SYSPROs Pallet Quantity field you must first view the Pallet Quantity configured for that specific stock code. This is stored against the stock code’s warehouse record in SYSPRO.)

    • Select Allocate Across TrackIDs from the pop-up

    • The software will divide the Receipt Quantity by SYSPROs Pallet Quantity and the remaining will be on their own TrackID.

    • The new TrackIDs will be created, but nothing will be printed.

  • Add Receipt Quantity on an existing TrackID

    • Select the check box, under the Select column, next to the lines where you want to add stock codes to existing TrackIDs.

    • Update the Receipt Quantity field if required.

    • Right-click on the lines and select Allocate To Existing TrackID

    • The Add Stock to Track ID screen will open.

    • Add that stock code on one of the existing TrackIDs (visible on the right-hand side of the TrackID Creation Advanced screen)

    • You can also update the Qty from here, before adding it to a TrackID

    • Notice that the TrackID selected, will be updated with the new stock code.

• Once all the stock codes in the SYSPRO RETURNS bin have been allocated to TrackIDs you can start printing the TrackIDs. Review the right-hand side of the TrackID Creation Advanced screen - all TrackIDs ready to be printed will be visible.

• Select the Print TrackID(s) button at the bottom of the TrackID Creation Advanced screen.

• Tracking ID Labels will print for all the TrackIDs in the TrackIDs field, using the Label format (DATASCOPE_TRACKID_4X2.5) selected in the Label Format field at the top of the screen.

• This process will put SYSPRO and DATASCOPE WMS back into balance in the RETURNS bin and these TrackIDs are now ready to be put away using the HTML5 scanners. For more information on Put Aways, refer to Put Away (HTML5)

SPECIAL FEATURES

• This TrackIDs on the right-hand side can be sorted By TrackID or By Stock Code

• The TrackID Creation Advanced screen also have a Select All and Deselect All that toggles the Select column

TECHNICAL

• None

SYSPRO REQUIREMENTS & Business objects used

• Credit note must be processed within the SYSPRO, RMA module, first.

• The warehouse and the bin location you have selected in SYSPRO, must already exist in DATASCOPE WMS