EPO – Return to supplier
User manual
Table of content
Introduction
Glossary
Web application
Dashboard
Filling out the header fields
Filling out the detail line(s)
File attachments
Filling in the delivery and address information
Delivery information
Messages
Submitting a return to supplier
Submitted return to supplier documents
Pending
Rejected
History
Viewing the return to supplier documents & generated PDF reports
Generate the PDF report
Emailing the return to supplier report

Introduction

This user manual explains the return to supplier module inside the Asamco platform.

Glossary

Abbreviation

Explanation

EPO

E-Procurement Online

RTS

Return to supplier

The status symbols are as follows:
= EPO module (This button takes you directly into the E-Procurement Online app)
= Return to supplier module (This button takes you in the RTS creation)
= PDF report (This button generates the PDF document report when clicked)
= Email report (This button allows you to email the PDF document report)
= Save the RTS as a draft (This button allows you save the RTS as a draft, which you can submit at a later stage)
= Submit the RTS (This button allows you to submit the RTS)










Web application

Sign into the Asamco portal using this link: https://asamco-portal.azurewebsites.net/#!/auth/login
You should see the login page displayed as shown below:
Fill in your username and password and you will now be logged into the portal. Note that as the portal is developed the appearance might change slightly.
After logging in please select the relevant organisation you want to work in. For this user manual we will be selecting the Asamco (demo) organisation.

Click on the Asamco (demo) organisation and you will be presented with the companies and the connected applications that are linked to each company.

After clicking on the Asamco B.V. company, you will be presented with an overview of all the connected applications linked to that company. The connected applications you can see here are managed by permissions that are assigned by the organisation's administrator.



To submit a new RTS please open the EPO application.

Dashboard

The portal works on a "single sign in" principle, once you have logged into the portal, all the application logins are handled by the portal itself. The first screen you will see after logging in is the "Dashboard". The dashboard currently shown is from a superuser, it is possible that your dashboard looks different as different or lesser permissions were assigned to your profile.
In case you feel like you are missing something, please address this request to your organisation administrator. In addition, the dashboard shows you the documents that you have submitted and that are still pending approval. You can create a return to supplier note using the "return to supplier" button on the dashboard or the "return to supplier" node on the left tree menu.
After you have clicked the "return to supplier" button you will see the following screen displayed as shown below.
Note: that depending on permissions you might have more or less icons available on your dashboard.

After you have clicked the "return to supplier" button you will see the following screen displayed:




Filling out the header fields

The steps mentioned below will take you through the creation of a new RTS:

    1. Supplier: Select the supplier that is receiving the returned items.
    2. Project: Select the relevant project to the RTS (if applicable).
    3. Warehouse: Select the warehouse in which the goods to be returned are stored.
    4. Select the workflow: Select the workflow, applicable to the RTS. The workflow will determine the approval steps required before the RTS will be fully approved.
    5. Order/Delivery date: Select the dates of making the order and of the expected delivery (optional).
    6. Invoice date: Select the date of when the RTS will be booked, this will also be the transaction date used in the database.
    7. External order number: This can be used to store the return number that is issued by the supplier (if applicable).







Example workflow:

Filling out the detail line(s)

Click on the "+" sign to create a new detail line.



The following new screen will pop up. A choice can be made between a "general ledger" (GL) account or a "stock item".

Click on the "GL" drop down menu. You will see the following menu displayed from which you can select your "GL" account.

You can also use the search bar on top to search for either the account number or the account name (as shown below).

After you have selected your "GL" or "stock item" account you will see the GL account number or the stock code in the item lookup.

The following fields need to be filled in per detail line within an "RTS".

GL account: Select a general ledger account.

Item: Select the stock item.

Quantity: Select the quantity to be ordered.

Quantity: Select the quantity to be ordered.

Price: Select the unit price per item.

Price: Select the unit price per item.

Tax type: Specify the tax type for the line (if applicable).

Tax type: Specify the tax type for the line (if applicable).

Line description: The line description will be defaulted based on the GL account. You can overwrite the description.

Line description: The line description will be defaulted based on the stock item. You can overwrite the description.

Project: Select the project for which the item is required (if applicable).

Project: Select the project for which the item is required (if applicable).

Create: Click "create" to add this line to the RTS.

Warehouse: Select the warehouse in which the goods to be sold are stored.

 

Unit of measure: Select the correct unit of measure (if applicable).

 

Create: Click "create" to add this line to the RTS.


File attachments

It is possible to add attachments to an RTS. The added files will be linked to the RTS and will be stored with a link to this RTS. This can be used to upload your supporting documentation for the RTS such as the invoices for the goods/services you are returning to the supplier.
_There are two ways to upload a file:_

  1. Select the documents and drag and drop it in the red bordered field, as shown in the image on the right. Next, the system will upload the file to this RTS. A new screen will pop up at the top of your screen (see the image below). Here, you need to select the file category for this document. Click save to finish the upload.
  2. Click on "select files" (see the image on the right) which will open the file explorer with your documents. From there you can select the document you want to upload to the RTS. Again, the category needs to be selected before the file can be attached to the RTS (see image below). Click save to finish the upload.

 
The following list shows the default categories, these categories are editable upon request. Your EPO administrator can help with that.







Filling in the delivery and address information

Below the detail lines you will see multiple tabs where you can fill in your delivery and address information as well as a message tab on the right where you can type out your "external messages", the external messages can be printed on documents issued to your customer. You can also view the workflow steps (if applicable).

Delivery information

  1. Priority: Select the priority of the delivery from low to critical in your RTS (if applicable).
  2. Delivery method: Select the delivery method for the RTS (if applicable).
  3. Delivery date: Select the delivery date in which the goods were received (if applicable).









Messages

In the RTS messages, you can post any internal messages from here and it will be saved to the RTS.

Submitting a return to supplier

Once all the detail lines and all mandatory information have been added to the RTS, you can submit the RTS.

Submitted return to supplier documents

Once your RTS has been submitted the system will automatically generate an RTS number (provided the settings in Sage 200 Evolution have been enabled) as you will see in this success notification message below:
Click "Ok" and the pending tab will be displayed or click on "New" to create a new RTS.

Pending

The following overview screen will show all documents that are not yet fully approved. This will include your submitted RTS's. This is where a RTS is first listed after you have submitted it provided a workflow is configured. You can easily filter the type of document by using the filter button in the first column to filter the relevant documents you want displayed.


After scrolling to the right of the screen (as shown above) you will see the following buttons on the right of each document that provide various courses of action:

  1. Email report directly from EPO.
  2. Preview the PDF.
  3. See an overview of the detail lines.

  1. RTS 1243 Preview and download attachments.



  1. View and edit document within EPO.

Rejected

This overview screen ("Overviews" >> "Rejected") shows all rejected documents. Note that like the other overview pages, this screen (by default) will only show the documents which are either rejected by you or are rejected documents you have submitted (see the image below).

By clicking on "view" (red bordered in the image above), you can open the document and see all its details. This will also show the reason for rejecting the document, this will be shown in the message box (see messages). Note that if a document has been rejected by you or one of the approvers, it will be available for editing again.
By clicking on "reactivate" (red bordered in the image above), you can – after editing it - resubmit the document. This will re-submit the document through the approval workflow, where the approvers need to approve it again.



History

This overview screen ("Overviews" >> "History") shows all fully approved/processed documents. You can easily recognize the type of document based on the icon in the second column, by virtue of the type of filter you can easily filter the overview, by clicking the box in the first column of the overview and clicking on the "Archive selected items", you can archive the according item. By archiving the RTS, you indicate that they are completely handled and that no further process remains.

Viewing the return to supplier documents & generated PDF reports

To view the RTS documents or the PDF reports, scroll to the far right of the screen.

The document attachments can also be viewed and downloaded directly from within the history folder by clicking the green folder button to view the attachments or the download button to download the file.

Generate the PDF report

Generate the PDF document by clicking the PDF button, the report will be generated with the report layout that is configured.


Emailing the return to supplier report

To email the PDF report(s) click on the orange email button as shown below:

You will then see the window pop up (as shown below). Here you can easily fill out the desired email addresses, CC participants, and/or BCC participants. You can then define your subject title, and lastly include your message for the reason the RTS is being shared.