tice-it

RTV Order (New RTV Order)

This page is part of TIPP PRO (TIPP Transactions). It is where you create, review, change, authorize and issue one return-to-vendor (RTV) order in Exact Globe: the document that sends goods back to a supplier and claims a credit. The page title shows “New RTV Order” when you are creating one, or “RTV Order” followed by the number for an existing one. Purchasing and warehouse staff use it when goods have to go back to a vendor.

Before you start

  • A valid TIPP PRO licence is needed. Without it you see “Failed: No TIPP PRO licence available; please reach out to TICE-IT. TIPP Transactions requires a TIPP PRO licence to process transactions (the current licence is ‘name of your licence’). Install the TIPP PRO licence file on the Synergy License Management page (Modules > TIPP > Setup > License).” The data stays visible but everything is disabled except Close.
  • The division must be an Exact Globe administration. Otherwise the page shows “This page only supports Exact Globe back-offices (CompanyType = 6).” and hides the buttons.
  • TIPP must connect to the Exact Globe back-office through [Modules, TIPP, Setup, Backoffice Connection].
  • Saving, authorizing, issuing and chatting go through the TIPP Transactions service. It must be running and its address must be right on the TIPP Engine Settings page [Modules, TIPP, Setup, Engine Settings (PRO)].
  • The vendor needs a creditor code in Exact Globe and must not be blocked. Items you return must be active purchasable items linked to that vendor.
  • To give a reason for a return line, reason items must exist in Exact Globe (items of the reason type flagged “Reason RTV”).
  • You normally arrive here from the RTV Orders list (new-order button or an order number) or from the RTV link on a purchase order.

How to create a new RTV order

  1. Open the page in new mode. The title reads “New RTV Order”, the RTV date and Delivery date are today, the Status is Open and Currency is the company default.
  2. In Vendor, use the search to pick the supplier. TIPP then fills Currency, Ship via and Person from the vendor’s record when they are available.
  3. Choose the Return-from warehouse. It is required, and every line is issued from it.
  4. Optionally fill Description and Description 1 (up to 20 characters each), set the RTV date and choose a Person (buyer).
  5. Click “+ Add line”. In the new row enter or search the Item, set Return qty (default 1), optionally a Net price and a Reason. Add more lines in the same way.
  6. Click Save and confirm “Are you sure you want to save a new RTV order?”. When it works you see “RTV order saved.” and the page reloads on the new RTV number.

How to link the RTV to a purchase order

  1. In Description type TIPP-RET PO followed by a space and the purchase order number, for example TIPP-RET PO 50000103. The text must match exactly, with nothing else in the field.
  2. Save. If that number exists as a purchase order, the Purchase order field shows the link “Open purchase order” with the number. Click it to open the purchase order.
  3. Keep the Description unchanged to keep the link. When you start from a purchase order, TIPP fills this text in for you.

How to add lines to an existing RTV

  1. Click “+ Add line”. If the RTV is authorized, you are asked “Already authorised: number. Continue?”. Click Yes: the RTV is de-authorized and you see “RTV number de-authorized. You can continue editing; click Save to push your changes to Globe.”
  2. Fill in the new row (Item, Return qty, optional Net price, Reason). The new row is marked NEW and highlighted.
  3. Click Save. The new lines are added to the end of the order.
  4. Click Authorize again if you want to issue the goods.

How to delete a line

  1. In the last column of the line click the red x. If the RTV is authorized, confirm “Already authorised: number. Continue?” first, which de-authorizes it.
  2. The line is struck through and marked for deletion. Click the x again to undo.
  3. Click Save. The line is removed from the order. If Exact Globe keeps the line anyway, you get a message (see below).

The x is greyed out when goods were already issued or credited on the line, or when the RTV is completed.

How to change a quantity or price

  1. Saved lines cannot be edited. Delete the line as described above and click Save.
  2. Add the line again with the right quantity and price, then Save.

How to change the header

  1. Edit Description, Description 1, RTV date, Currency, Ship via, Return-from warehouse or Person. This works even on an authorized RTV.
  2. Click Save and confirm “Are you sure you want to save RTV order number?”. Only changed fields are sent.

How to authorize and de-authorize

  1. Save the RTV first. Authorize stays disabled on a new RTV (hover text: “Save the RTV first.”).
  2. Click Authorize and confirm “Authorize RTV order number?”. You see “RTV order authorized.” and the page reloads with status Authorized.
  3. To undo it, click De-authorize and confirm “De-authorize RTV order number?”. You see “RTV order de-authorized.”. De-authorize is only shown while the RTV is authorized, nothing has been issued and it is not completed.

How to issue the goods

  1. Authorize the RTV. Issue is disabled until the RTV is authorized.
  2. Click Issue. If there are unsaved changes you are asked “This RTV order has unsaved changes. Save before continuing?”. Answer Yes to save first.
  3. The pop-up “Issue – RTV Order” opens. Complete the issue there. When you close the pop-up the RTV page reloads and shows the new status and the Issued column.
  4. Issue is disabled when the RTV is new, completed, not authorized, or every line is already issued. The hover text tells which one applies.

How to send a chat message on the RTV

  1. In the Chat panel type your message in the box. Press Enter to send, or Shift+Enter for a new line, or click Send.
  2. The conversation is stored on the RTV in Exact Globe and every user sees it with names, pictures and times. Your own messages appear on the right.
  3. Chat is only shown on a saved RTV and is locked when the RTV is completed: “RTV is completed — chat is locked.”.

How to view a related document

  1. In Related documents click the Subject or the File name. The document opens in the Document preview panel. The first document opens by itself.
  2. Click Enlarge to open the document in a separate window that you can move to another screen.

Screen guide

Buttons

  • Save: saves header changes, new lines and marked deletions. Disabled when the RTV is completed.
  • Authorize: approves the RTV so goods can be issued. Hidden when already authorized or completed; disabled on a new RTV.
  • De-authorize: takes the approval back. Visible only while authorized, with nothing issued, and not completed.
  • Issue: opens the issue pop-up. See conditions above.
  • Complete: always disabled here. Complete the RTV in Exact Globe. Hidden on a new RTV.
  • Close: leaves the page.
  • + Add line: adds an entry row to the Return lines. Hidden when the RTV is completed.
  • Question mark next to the title: hover to see what is not possible here (changing quantity or price, completing, printing).

RTV Order Details

  • Vendor: the supplier. Picked with the search on a new RTV; fixed afterwards.
  • Return-from warehouse: warehouse the goods leave from. Only warehouses that are not blocked are listed. Required on a new RTV and before adding a line.
  • Purchase order: link to the originating purchase order, taken from Description.

Dates

  • RTV date: date of the RTV. Editable.
  • Delivery date: shown for information, cannot be edited here.

Conditions

  • Currency: only active currencies are listed.
  • Payment cond: informational, locked. Exact Globe takes it from the vendor.
  • Ship via: delivery method.

Status

  • Open: saved, not authorized.
  • Authorized: approved, nothing issued yet.
  • Partially issued: at least one line has goods issued, but not all.
  • Issued: every line is fully issued.
  • Completed: closed in Exact Globe. The page is read-only.

References

  • Description: free text, maximum 20 characters. Carries the purchase order link text.
  • Description 1: free text, maximum 20 characters.
  • Person: the buyer, picked with the buyer search (pop-up Search Buyer, which lists buyers only).

Return lines columns

  • #: line number. Item and Description: the item code and name. Warehouse: warehouse of the line.
  • Return qty: quantity going back, shown as a positive number. Issued: quantity already sent to the vendor. Credited: quantity already credited.
  • Net price, Disc %, VAT: price per unit, discount and VAT code. On a new row Disc % and VAT are calculated by Exact Globe when you save.
  • Return date: date of the line. Reason: reason code and description. Line status: Open, Authorized, Issued, Credited or Completed. The last column holds the delete x.

New line fields

  • Item: the item code, with a search button that only lists this vendor’s items.
  • Description: editable only for text items; otherwise taken from the item.
  • Return qty: must be greater than 0. Default 1.
  • Net price: price per unit to claim from the vendor. Leave empty and Exact Globe uses the item’s purchase price.
  • Reason: choose from “– reason –” or a reason item.

Totals

  • Credit excl. VAT, VAT, Credit incl. VAT: totals of the saved return lines, shown as positive credit amounts. Note on screen: “As stored in Globe — unsaved changes are not yet reflected.” Only shown for an existing RTV.

Messages and what to do

  • “Pick a vendor before saving.” or “Pick a vendor on the header first — the item list is filtered to that vendor.”: choose the Vendor.
  • “Pick the return-from warehouse before saving.” or “Pick the return-from warehouse on the header before adding a line.”: choose the warehouse.
  • “A new RTV order must have at least one return line. Use the Add line button first.”: add a line.
  • “New line row N has no item. Pick an item with the search button, or remove the row with the x.”: fill or remove the row.
  • “New line row N (item): enter the quantity being returned (greater than 0).”: enter a quantity above zero.
  • “New line row N (item): the net price is not a number.”: enter a number or leave empty.
  • “RTV date is not a valid date.”: correct the date.
  • “Item ‘code’ does not exist or is not an active purchasable item in this Globe administration. Check the item code, or use the search button next to the item field to pick from the list.”: use the search button.
  • “Item ‘code’ is not linked to vendor ‘vendor’. Add the vendor as a supplier on the item in Exact Globe item maintenance, or use the search button — it only lists this vendor’s items.”: link the vendor to the item in Exact Globe.
  • “Item ‘code’ requires an approved supplier, and vendor ‘vendor’ is not its preferred supplier.”: pick another item or fix the supplier preference in Exact Globe.
  • “The selected account is not linked to a back office creditor. Pick a supplier.” and “name is not a creditor (no creditor code). Pick a supplier.”: pick an account that is a supplier.
  • “name is blocked. Unblock the supplier in Exact Globe before creating an RTV for it.”: unblock it in Exact Globe.
  • “This RTV order is completed and can no longer be edited. Reopen it in Exact Globe if you need to change it.”: the RTV is completed.
  • “The header was saved, but the new line(s) could not be added to RTV order number.”: the header change is saved; read the rest of the message, correct the lines and save again.
  • “Line N: this line is already credited and cannot be deleted.” and “Line N: goods have already been issued on this line, so it cannot be deleted.”: these lines are locked.
  • “Line(s) N were not deleted by Exact Globe although the engine reported success.”: if the RTV is authorized the message adds that Exact Globe ignores deletions on an authorized RTV; de-authorize and delete again. Otherwise refresh and retry, or delete the line in Exact Globe (Purchase, Entries, RTV orders).
  • “The RTV must be saved before it can be authorized.” and “The RTV must be saved before sending chat messages.”: save first.
  • “Could not reach the TIPP Transactions service”: the Windows service ‘TIPP Transactions’ is not running or the Service Base URL on Engine Settings (PRO) is wrong. Use the Check Running Service button there, then try again.
  • “The TIPP Transactions service … did not answer within 5 minutes. The request may still have been processed”: check in Exact Globe whether the RTV changed before retrying, to avoid posting twice.
  • A message mentioning an Exact Globe+ add-on initialisation problem: in Exact Globe+ open System, General, Settings, Add-ons, click Initialise under Actions, click Start in the pop-up, then retry.
  • “Could not connect to the Exact Globe back-office for this division.” : check Backoffice Connection and License.
  • A message starting “RTV order number not found in this administration”: the number is not an RTV order in the selected division.

What you cannot do here

  • Change the quantity or price of a saved line: delete it and add it again.
  • Change the vendor of an existing RTV, the payment condition or the delivery date.
  • Complete the RTV or print it: do this in Exact Globe.
  • Edit anything on a completed RTV, including chat.
  • Delete lines that have been issued or credited.

Related pages

  • RTV Orders: the list from which RTV orders are opened or created.
  • Issue – RTV Order: the pop-up that issues the goods.
  • Purchase Order: linked through the Description text; this is where the goods were bought.
  • Search Items and Search Buyer: pop-ups behind the item and Person search buttons.
  • Engine Settings (PRO), Backoffice Connection and License under Modules, TIPP, Setup.

Common questions

  • What is this page for? It creates and manages a return-to-vendor order in Exact Globe, from return lines to authorization and issue.
  • How do I create an RTV? Pick the Vendor and the Return-from warehouse, click “+ Add line” to add at least one item, then Save.
  • Why is Issue disabled? The RTV must be saved, authorized, not completed, and have lines not yet issued. Click Authorize first if needed.
  • Why is Authorize disabled? You are on a new RTV. Save it first.
  • Why can’t I edit the quantity of a line? Saved lines are read-only. Delete the line and add it again with the right quantity.
  • Why is the delete x grey? Goods were issued or credited on that line, or the RTV is completed. Hover to see the reason.
  • What does the prompt “Already authorised” mean? Line changes require the RTV to be de-authorized. Click Yes to de-authorize and continue, then Authorize again after saving.
  • Why does Save ask for a vendor and warehouse? Both are required to create an RTV: the item list is limited to the vendor and goods are issued from the warehouse.
  • Why can’t I complete the RTV here? The Complete button is always disabled. Complete it in Exact Globe.
  • Why do my item search results only show some items? The search lists only items linked to the chosen vendor.
  • What do the statuses mean? Open, Authorized, Partially issued, Issued and Completed show how far the return is. See the Status list in the Screen guide.
  • Why is the Purchase order link missing? Description must be exactly “TIPP-RET PO” and the number of an existing purchase order.