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[en] Create Customer deviation or Customer deviation for repair (CDV) from the Shipping advice item (CSAITEM) application
[en] Create Customer deviation (CSA) from the Shipping advice item (CSAITEM) application

  1. [en] Navigate to the Shipping advice (CSA) application.

    [en] Navigate to the Shipping advice (CSA) application

    [en] Option 1: RamBase menu → Logistics → Shipping → Shipping advices

    [en] Option 2: Click the Program field and type "CSA" and press ENTER.

    [en] Click here to read more about the user interface.

  2. [en] In the Shipping advices (CSA) application, select the Shipping advice (CSA) which has the item with a deviation.

  3. [en] In the Items tab, double-click, or click the Right arrow icon of the item to open the Shipping advice item (CSAITEM) application.

  4. [en] In the Shipping advice item (CSAITEM) application, click the Context menu option icon and select the Create deviation option.

    3dots.svg

    [en] Context menu options

    [en] Result: The Create deviation document (CREATECDV) application is opened.

  5. [en] At a minimum, provide the mandatory information in the Select source area. The fields in the Source area will be populated with the information from the Shipping advice (CSA).

    Podpowiedź

    [en] Using the Clear button will remove all auto-filled information from the Shipping advice item (CSAITEM).

    [en] Providing information in one field will limit the options in the remaining empty fields, as the potential variables are narrowed down.

    • [en] Customer field: If not already auto-filled in the Source area, click and type the Customer (CUS) name, or click the Yellow arrow icon to to browse the list of Customers (CUS). Required

    • [en] Shipment field: If not already auto-filled in the Source area, click and type the Shipping advice identifier (CSA), or click the Yellow arrow icon to to browse the list of theShipping advice items (CSAITEM).

      Uwaga

      [en] If the quantity is one (1), Serial No field will be replaced with the LCM field, detailing the identifier of the single potential Product unit (LCM).

    • [en] Serial No field: If the quantity is more than one (1), and information is provided on the Customer and Shipment, click and type the serial number of the Product unit (LCM) with the deviation, or click the Yellow arrow icon and select the Product unit (LCM) with the deviation.

    • [en] Product field: If not already auto-filled in the Source area, click and type the Product (ART) name, or click the Yellow arrow icon to to browse the list of the Products (ART). - Required

  6. [en] When the minimum of information is provided, the Next button will be available.

  7. [en] To proceed, click the Next button.

  8. [en] Provide the Qty and the Deviation type.

    [en] Note that the selection of Deviation type will limit the Caused by option.

  9. [en] Click the Create Document button to create and navigate to the newly created Customer deviation (CDV) document.

  10. [en] Optionally, provide additional information in the now available options.

  11. [en] To register the deviation, press F12 and select the option Forward to Register.

    [en] This will set the Customer deviation (CDV) document to Status 2.

    [en] Depending on the Correspondence settings, a notification will be sent out to the recipient(s).

  12. [en] Depending on the deviation type, the different actions to take next will be defined in the Actions and Calculations tab. Press F12 to open the Context menu and choose the appropriate option for your desired next action.

  13. [en] Depending on the deviation type and deviation codes chosen, a new document will be created, either a Goods reception (SSA) for the Customer (CUS) to return the goods, a credit note if the price needs adjustment or other documents based on the previous chosen options.

    [en] Click the Document link and proceed with the document you have created.

[en] Based on the alternatives chosen earlier, to complete the process, proceed within the documents which has been created during the Customer deviation (CDV) process.

[en] Create Customer deviation for repair (CSA) from the Shipping advice item (CSAITEM) application

  1. [en] Navigate to the Shipping advice (CSA) application.

    [en] Navigate to the Shipping advice (CSA) application

    [en] Option 1: RamBase menu → Logistics → Shipping → Shipping advices

    [en] Option 2: Click the Program field and type "CSA" and press ENTER.

    [en] Click here to read more about the user interface.

  2. [en] In the Shipping advices (CSA) application, select the Shipping advice (CSA) which has the item with a deviation.

  3. [en] In the Items tab, double-click, or click the Right arrow icon of the item to open the Shipping advice item (CSAITEM) application.

  4. [en] In the Shipping advice item (CSAITEM) application, click the Context menu option icon and select the Create deviation for repair option.

    3dots.svg

    [en] Context menu options

    [en] Result: The Create deviation for repair popup is opened.

  5. [en] At a minimum, provide the mandatory information in the Deviation Data area.

    • [en] DevType drop-down menu: Click to select a deviation type from the list. - Required

    • [en] CausedBy drop-down menu: Click to select a cause from the list. - Required

    • [en] CDC drop-down menu: Click to select a cause from the list. - Required

    • [en] ErrorCat: Click to select a an error category.

  6. [en] When the minimum of information is provided, click the line with a deviation to highlight, then press ENTER to create a Customer deviation (CSV) for repair in Status 2.

  7. [en] To further handle the repair, proceed with the information provided here:

    Naprawa odchylenia nabywcy

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