Configuring default Returning Site on an Order
Default Returning Site can be configured for all Item Lines with Status as - Reserved, Filled, or Out.
Each Item line can have its own Returning Site, which may be different than the line's shipping site.
The returning site can be changed from the 'Retuning Site' column of the Item Line grid.
For the ease of operation, and from a mere practicality purpose, the Returning Site can be set for all Item Lines comprehensively from the Default tab of the Order window.
However, when the Returning Site for an Order is Changed, system displays the following prompt.
When Return Site is changed for a single Item Line
Since affected orders are being viewed at Item Line level, system will display - 'Only those affected orders which have that specific item'
In Case there are no affected orders, the following message is displayed.
When Return Site is changed for the entire Order
When you attempt to change the Return Site for the Order System warns and prompt about the possible consequences.
Once the Return Site is successfully changed, system prompts the following dialog box, citing the outcome of this change.
If you have selected the 'View Affected Orders', it will open a window that displays the list of Orders that were impacted by this change.
Since affected orders are being viewed at Order level, system will display - 'All affected order which any of the items added to the inflicting order'.
In Case there are no affected orders, the following message is displayed.
As evident, changing the Returning Site for an Order Line or entire Order, may have impact on other Orders, click here to know more about 'Viewing Affected Orders'.
The behavior of an Item Line, under various circumstances is described in the tables below.
When an Item Line on the Order is copied to the same Order
When lines from an Order are Copied, it is either the selected lines from the Source Order which are copied or it is a select line copy and paste.
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| Pool enabled site to Pool enabled site (Cut off date referred from site where it is duplicate to) | Pool NOT Enabled For Both Source and Target Site | Only Source Site is Pool Enabled | Source is Not Pool Enabled, But Target is Pool Enabled | |||||||
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| Cut-off Over | Cut-off is NOT Over | |||||||||
Selected Line | Copy Options | Same Order | Same Pool - Different Order | Different Pool - Different Order | Same Order | Same Pool - Different Order | Different Pool - Different Order | Same Order | Different Order | Different Order | Cut-off is Over | Cut-off is Not Over | |
Pool | Shipping Site | Selected | Carry | Carry | Order Site | Carry | Carry | Order's Sub-region | Not Applicable | Order Site | Order Site | Order's Sub-region | |
Not Selected | Order Site | Order Site | Order Site | Order's Sub-region | Order's Sub-region | Order's Sub-region | Order Site | Order Site | Order's Sub-region | ||||
Returning Site | Selected | Carry | Carry | Order Returning Site | Carry | Carry | Order's Sub-region | Order Returning Site | Order Returning Site | Order's Sub-region | |||
Not Selected | Order Returning Site | Order Returning Site | Order Returning Site | Order's Sub-region | Order's Sub-region | Order's Sub-region | Order Returning Site | Order Returning Site | Order's Sub-region | ||||
Resolved | Shipping Site | Selected | Carry | Carry | Order Site | Carry | Carry | Order's Sub-region | Carry | Carry | Carry | Order Site | Order's Sub-region |
Not Selected | Order Site | Order Site | Order Site | Order's Sub-region | Order's Sub-region | Order's Sub-region | Order Site | Order Site | Order Site | Order Site | Order's Sub-region | ||
Returning Site | Selected | Carry | Carry | Order Returning Site | Carry | Carry | Order's Sub-region | Carry | Carry | Carry | Order Returning Site | Order's Sub-region | |
Not Selected | Order Returning Site | Order Returning Site | Order Returning Site | Order's Sub-region | Order's Sub-region | Order's Sub-region | Order's Sub-region | Order's Sub-region | Order Returning Site | Order Returning Site | Order's Sub-region | ||
When an Item Line on the Order is copied from another Order
Since the entire Order has been duplicated, there is difference if the line was selected or not, so that factor has been ruled out.
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| Pool enabled site to Pool enabled site (Cut off date referred from site where it is duplicate to) | Pool NOT Enabled For Both Source and Target Site | Only Source Site is Pool Enabled | Source is Not Pool Enabled, But Target is Pool Enabled | |||||||
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| Cut-off Over | Cut-off is NOT Over | |||||||||
Selected Line | Copy Options | Same Order | Same Pool - Different Order | Different Pool - Different Order | Same Order | Same Pool - Different Order | Different Pool - Different Order | Same Site | Different Site | Different Site | Cut-off is Over | Cut-off is Not Over |
Pool | Shipping Site | Target Order Site | Target Order Site | Target Order Site | Order's Sub-region | Order's Sub-region | Order's Sub-region | Not Applicable | Target Order Site | Order's Sub-region | Target Order Site | Order's Sub-region |
Returning Site | Target Order's Returning Site | Target Order's Returning Site | Target Order's Returning Site | Order's Sub-region | Order's Sub-region | Order's Sub-region | Target Order's Returning Site | Order's Sub-region | Target Order's Returning Site | Order's Sub-region | ||
Resolved | Shipping Site | Target Order Site | Target Order Site | Target Order Site | Order's Sub-region | Order's Sub-region | Order's Sub-region | Target Order Site | Target Order Site | Order's Sub-region | Target Order Site | Order's Sub-region |
Returning Site | Target Order's Returning Site | Target Order's Returning Site | Target Order's Returning Site | Order's Sub-region | Order's Sub-region | Order's Sub-region | Target Order's Returning Site | Target Order's Returning Site | Order's Sub-region | Target Order's Returning Site | Order's Sub-region | |
When an entire Order is Duplicated
Since the entire Order has been duplicated, there is difference if the line was selected or not, so that factor has been ruled out.
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| Pool enabled site to Pool enabled site (cut off date referred from site where it is duplicate to) | Pool NOT Enabled | ||||||
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| Cut-off Over | Cut-off is NOT Over |
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Selected Line | Copy Options | Same Order | Same Pool - Different Order | Different Pool - Different Order | Same Order | Same Pool - Different Order | Different Pool - Different Order | Same Order | Different Order | |
Pool | Shipping Site | Line Selection is Not Applicable and thus it does not have any distinguishing affect. | Not Applicable | Carry | Order Site | Not Applicable | Carry | Order's Sub-region | Not Applicable | |
Returning Site | Carry | Order's Sub-region | Carry | Order's Sub-region | ||||||
Header Returning Site | Carry | Order Site | Carry | Order's Sub-region | ||||||
Resolved | Shipping Site | Carry | Order Site | Carry | Order's Sub-region | Carry | Carry | |||
Returning Site | Carry | Order's Sub-region | Carry | Order's Sub-region | Carry | Carry | ||||
Header Returning Site | Carry | Order Returning Site | Carry | Order Returning Site | Carry | Carry | ||||
When Site is changed on the Quote Order
This scenario is same as duplicate case except that you cannot set Order Site same as what it is currently
Internally when Sub-region ID is set on contract line it is considered to be Pool case.
Pool enabled site to Pool enabled site (cut off date referred from site where it is duplicate to) | Pool NOT Enabled For Both Source and Target Site | Only Source Site is Pool Enabled | Source is Not Pool Enabled, But Target is Pool Enabled | ||||||
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| Target Site (Cut-off is Over) | Target Site (Cut-off is Not Over) | ||||||
Selected Line | Field on Target Order | Same Pool - Different Site | Different Pool - Different Site | Same Pool - Different Site | Different Pool - Different Site | Same Site Or Different Site | Different Site | Cut-off is Over | Cut-off is Not Over |
Pool* | Shipping Site | Order Site (Same as before) | Order Site (Same as before) | Same as before (Order's Sub-region) | Same as before (Order's Sub-region) | Not Applicable | Order Site (Same as before) | Order Site (Same as before) | Same as before (Order's Sub-region) |
Returning Site | Order Site | Order Site | Order's Sub-region | Order's Sub-region | Not Applicable | Order Site (Same as before) | Order Site (Same as before) | Same as before (Order's Sub-region) | |
Header Returning Site | Order Site | Order Site | Order Site | Order Site | Order Site | Order Site | Order Site | Order Site | |
Resolved | Shipping Site | Order Site (Same as before) | Order Site (Same as before) | Same as before (Order's Sub-region) | Same as before (Order's Sub-region) | Order Site (Same as before) | Order Site (Same as before) | Order Site (Same as before) | Same as before (Order's Sub-region) |
Returning Site | Order Site | Order Site | Order's Sub-region | Order's Sub-region | Order Site | Order Site | Order Site | Order's Sub-region | |
Header Returning Site | Order Site | Order Site | Order Site | Order Site | Order Site | Order Site | Order Site | Order Site | |
Viewing Overdue Orders
You can now view how changing the Return site for an Order (all items or specific items) can affect an items availability for another rental or transfer order, across all other sites.
This conflict arises when the Return site for an item on any Order are changed, it alters the availability of the items, since the required quantity is no longer available on the expected dates; the shortfall subsequently restricts other order from being fulfilled..
The same information can be viewed under Affected Orders, in Accounts module.
Sample Scenario
Created a rental order with few items. Initially both Shipping and Returning Site is San Francisco.
Order is converted to reservation, items are filled and shipped. Shipping and Returning Site is still as San Francisco. See here
Shipping and Returning Site is changed to San Jose for all items added. See here
In Warehouse > Overdue, when Site filter is taken as San Jose, and Order ID ORD-5825 is searched, it shows entire orders as Overdue at San Jose. See here
Shipping and Returning Site is changed to - Berlin for all Non-Serial items and London for all Serial items. See here
In Warehouse > Overdue, when Site filter is taken as Berlin, and Order ID ORD-5825 is searched, it shows ONLY Non-Serial Items as Overdue at Berlin. See here
In Warehouse > Overdue, when Site filter is taken as London, and Order ID ORD-5825 is searched, it shows ONLY Serial Items as Overdue at London. See here
Inventory Type | Order Type | Returning Site | Modify Returning Site | Validation Type 1 | Validation Type 2 |
Reserve by Kit Asset | Event | Returning Site is Different than the Order Site | Epool level line is enabled | Overdue information is displayed in Returning Site | Site Column in Overdue Window would display Returning Site. |
Non-Serial kit | Event | Returning Site is Same as the Order Site | Epool level line is NOT enabled | Overdue information is displayed in Returning Site | Site Column in Overdue Window would display Returning Site. |
Reserve By Kt Asset | Event | Returning Site is Same as the Order Site | Epool level line is enabled | Overdue information is displayed in Returning Site | Site Column in Overdue Window would display Returning Site. |
Non-Serial Item | Event | Returning Site is Different than the Order Site | Epool level line is enabled | Overdue information is displayed in Returning Site | Site Column in Overdue Window would display Returning Site. |
Serial Kit | Event | Returning Site is Same as the Order Site | Epool level line is enabled | Overdue information is displayed in Returning Site | Site Column in Overdue Window would display Returning Site. |
Serial Item | Event | Returning Site is Different that the Order Site | Epool level line is enabled | Overdue information is displayed in Returning Site | Site Column in Overdue Window would display Returning Site. |
Order Type | Returning Site Status | E-pool Line Status | Site Search | Validation |
Independent 2-way Transfer Order | Not Applicable | Enabled | Work Order | Both the T-Outs Site and T-Ins Site are listed. |
Linked Transfer Order | Not Applicable | Disabled | Orders | Both the T-Outs Site and T-Ins Site are listed. |
Linked Transfer Order | Not Applicable | Disabled | Work Order | Both the T-Outs Site and T-Ins Site are listed. |
Event Order | Returning Site is Different than the Order Site | Enabled | Transfer Order | Orders based on returning site are listed. |
Independent 1-way Transfer Order | Not Applicable | Disabled | Transfer Order | Both the T-Outs Site and T-Ins Site are listed. |
Independent_2-way Transfer Order | Not Applicable | Enabled | Orders | Both the T-Outs Site and T-Ins Site are listed. |
Event Order | Returning Site is Same as the Order Site | Disabled | Orders | Orders based on returning site are listed. |
Independent 1-way Transfer Order | Not Applicable | Enabled | Orders | Both the T-Outs Site and T-Ins Site are listed. |
Rental Reservation | Returning Site is Same as the Order Site | Enabled | Orders | Orders based on returning site are listed. |
Work Order with all status | Not Applicable | Enabled | Transfer Order | Orders based on returning site are listed. |
Event Order | Returning Site is Different than the Order Site | Enabled | Work Order | Orders based on returning site are listed. |
Rental Reservation | Returning Site is Different than the Order Site | Disabled | Work Order | Orders based on returning site are listed. |
Independent 2-way Transfer Order | Not Applicable | Disabled | Transfer Order | Both the T-Outs Site and T-Ins Site are listed. |
Independent 1-way Transfer Order | Not Applicable | Disabled | Work Order | Both the T-Outs Site and T-Ins Site are listed. |
Rental Reservation | Returning Site is Same as the Order Site | Disabled | Transfer Order | Orders based on returning site are listed. |
Work Order with all status | Not Applicable | Disabled | Work Order | Orders based on returning site are listed. |
Work Order with all status | Not Applicable | Enabled | Orders | Orders based on returning site are listed. |
Linked Transfer Order | Not Applicable | Enabled | Transfer Order | Both the T-Outs Site and T-Ins Site are listed. |