Return Material

Explanation

This activity is used to enter information on parts that must be returned from a work order to inventory or to return rental assets to inventory which had been issued to work order. You can register the quantity of each part you want to return. You cannot register parts that have already been issued for the work order, unless the ownership of the part is changed. After you complete the registration, the part may be returned to inventory.

Prerequisites

System Effects

As a result of this activity, the part is returned and the quantity is updated in the inventory. The necessary posting transactions will be made and new work order posting lines will be created.

For example, assume the standard cost for a part is 10 USD per item. However, 20 of these items have been ordered at a cost of 30 USD per piece, bringing the total value to 600 USD for the work order. The total quantity (20 items) must be issued to the work order to be able to close the work order, and the cost is calculated from the supplier invoice at 600 USD. Assume that 10 of these items need to be returned to inventory. This should be done through a return line in the return tab with the total value of 100 USD (i.e., the standard cost of 10 USD per item). For this example, the cost for the used material on the work order will be 50 USD per item (total work order value (600) minus the returned value (100) split on the remaining quantity (10)), since the extra cost is a result of the separate purchase for the work order.

Window

Prepare Work Order

Related Window Descriptions

Prepare Work Order 
Prepare Work Order/Returns

Procedure

Handle Single Work Order Return Line

  1. Open the Prepare Work Order window and query for the applicable work order number.
  2. Click the Returns tab and create a new record.
  3. In the Part No field, enter the part number you want to return to inventory. Use the List of Values to select a suitable value.
  4. In the Planned Quantity field, enter the planned quantity to be returned to inventory.
  5. Save the record (F12).
  6. Select the row to which you want to perform the operation.
  7. Right-click and click Return Parts to Inventory. The Return Part to Inventory dialog box will appear, and the connected parts, if any, will be displayed in the window.
  8. Click New to create a new record.
  9. In the Quantity Returned field, enter the quantity of the part to return to inventory.
  10. In the Location No field, enter the location to which you want to return the part. Click List to select a suitable value.
  11. Click OK to save the record. After the parts have been returned, the Quantity Returned field on the Prepare Work Order/Returns tab will be updated, and a tag report will be printed and added to the returned material.

Note: When you return rental parts into inventory that had been rented in from a supplier, you are asked whether you want to return parts directly to the supplier or not. You can perform the supplier return process subsequently.

Handle Multiple Work Order Return Lines

  1. Open the Prepare Work Order window and query for the applicable work order number.
  2. Click the Returns tab and create a new record.
  3. In the Part No field, enter the part number you want to return to inventory. Use the List of Values to select a suitable value.
  4. In the Planned Quantity field, enter the planned quantity to be returned to inventory.
  5. Save the record (F12).
  6. Select multiple rows to which you want to perform the operation.
  7. Right-click and click Return Parts to Inventory. The Return Parts to Inventory dialog box will appear, and the connected parts, if any, will be displayed in the window.
  8. In the Quantity to Return field, enter the quantity of the part to be returned to inventory.
  9. In the Location No field, enter the location to which you want to return the part. Click List to select a suitable value.
  10. Click OK to save the record. After the parts have been returned, the Quantity Returned field on the Prepare Work Order/Returns tab will be updated, and a tag report will be printed and added to the returned material.