Customer deviations (CDV)
There are several ways of creating a Customer Deviation (CDV) document. You can create it directly from a Shipping Advice (CSA) item, from the Life Cycle Management (LCM) part list, or create a new one from the CDV archive.
The easiest method of creating a CDV is from the Shipping Advice (CSA). When created from the CSA most relevant information is already filled in. Use the context menu option make Deviation Document and follow the same steps as when CDV is created from the CDV menu, from step 2.
To create a new CDV from the CDV menu
Write CDV in the program field and press ENTER. Click the Create new CDV button.
Enter the necessary information in the popup. The fields to the right in the popup will be populated with the information as you enter it.
Customer: Choose the customer (mandatory)
Shipment: Choose the CSA. If this is chosen, you will be able to choose serial numbers from a list compiled of serial numbers from the CSA in question.
Serial No: Choose the serial number
Product: Choose the product (mandatory)
When you have entered sufficient information, the Next button will appear. Click this to proceed.
You will now need to enter the deviation type and what caused the deviation in the drop down menus. The choices taken in the first dropdown decides the third dropdown, where the result of the deviation is entered. Click the Create Document button to go to the CDV document you have created.
Press F12 and choose the option Forward to Register. This will set the CDV document to ST:2. Depending on the Corresondence settings, a notification will be sent out to the recipient(s).
Depending on the deviation type, the different actions to take next will be defined in the Actions and Calculations folder. Press F12 to open the action menu and choose the appropriate option for your desired next action.
Depending on the deviation type and deviation codes chosen, a new document will be created, either an SSA for the customer to return the goods, a credit note if the price needs adjustment or other document based on the previous chosen options. Click the document link and proceed with the document you have entered.
Based on the alternatives chosen earlier, you will need to complete the process with the documents which has been created during the CDV process.