Use this tab to provide general information about the document.

The following fields are required: Entity, Department, Warehouse, and Basis.

The "Workwear and Tools Return (create)" form. The Main tab

<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.

Make sure the Entity field is populated with the correct entity. The Entity field is available if the Multi-Company Accounting option is selected on: Administration > Settings> General Settings. You can select your personal default entity to appear in documents; for this, refer to Personal Settings. If you have not selected your default entity, the entity, which was defined first in the database, will be used as the system default value.

Use the Employee field to specify the employee who returned specific items of workwear and tools.

The Department field is populated with the department of the employee whose items will be written off.

The Position field is populated with the position of this employee.

In the Warehouse field, specify the warehouse to which the items were returned. The Warehouse field is available and required if the Multiple Warehouses option is selected on the Administration > Settings > Purchasing and Warehouses form. 

The Bin Location field is available if the Enable Bin Locations option is selected on the Administration > Settings > Purchasing and Warehouses form and if the Use Bin Locations option is selected for this particular warehouse. Select the bin location (or cell) in the warehouse structure where the items will be stocked. If you need to return items to multiple bin locations (cells), you can move the Bin Location field to the Workwear and Tools tab where it will appear as a table column. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).

The Comment text box can be used to specify any additional information about this document.

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document.

If for the warehouse to which the items are being returned it is required to use warehouse documents (Goods Dispatch / Receipt Notes), the Generate button appears on the toolbar; click Generate > Goods Receipt Note to create such a document.

For descriptions of other buttons, see Document Toolbar.

Use the Settings button to invoke the Document Settings dialog box if you need to move the Cell (Bin Location) field from the document header (the Main tab) as a column to the table on the Workwear and Tools tab or back. 

The Document Settings dialog box

Once you are done with the option selections, click OK to save the settings and close the dialog box or Cancel to close the dialog box without any changes to the settings.