Using the Return Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

Note: The security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

To view the Return Detail view, On the Navigation Bar, click Returns to open the Return List view. If required, use the Lookup to locate a return, and then click the Return ID.

You can perform these actions:

Use the Lookup to search for records.
View a group
On the toolbar, click List View, or click the current group tab to switch to the List view.

The Task Pane contains the Common Tasks section. In this section, you can:

Information Fields

The return information fields contain the primary information about the return. Users with appropriate permissions can edit these boxes.

Detail View Tabs

Each tab shows specific information you can use for return related activities. See:

These additional tabs may be available if your implementation includes a Back Office Extension:

User Defined Section

You can drag and drop tabs into the user defined middle section.