Returning parts from work orders, equipment, or projects - HxGN EAM - 12.0.1 - Help - Hexagon

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HxGN EAM
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HxGN EAM Version
12.0.1

Return unused parts issued to work orders, equipment, or projects to stores.

Note: If you have selected FIFO or LIFO as your pricing method, the system calculates the transaction price of returns from work orders, equipment, or projects using the R5FIFO table, rather than retrieving the base price from the R5PARTS or R5STOCK table.

See Understanding time-based inventory valuation (LIFO/FIFO).

  1. Select Materials > Transactions > Issue/Return Parts.

  2. Specify this information:

    Transaction Type - Select Return to enable return functionality.

    Store - Specify the store to which to return the parts. Date is automatically populated with the current system date. If a default store is defined for the current user, Store is automatically populated with the user's default store.

  3. Choose one of the return options:

    Option

    Description

    Return from a work order

    Specify the Work Order-Activity.

    Equipment, Project-Budget, Cost Code, and Department are automatically populated from the work order, as well as the Material List or Pick Ticket if they have been associated with the Activity.

    Only work orders in the WO-Activity lookup for which the value specified for the RTNDAYS installation parameter has been exceeded are displayed.

    Return from a piece of equipment

    Specify the Equipment.

    If selected Equipment is associated with a pick ticket, the pick ticket details are automatically populated from the associated Equipment record.

    If the selected Equipment is associated with a multiple equipment work order, then Equipment Org. and Related Work Order are automatically populated.

    See Returning parts from multiple equipment work orders.

    If you select All Equipment for Equipment and you are issuing a By Asset part, then the Transaction Details are cleared.

    Return from a project

    Select the Project-Budget and Department.

  4. Specify this information:

    Reference Number - Specify a reference number for the return.

    Material List - Specify the material list from which to return.

    Pick Ticket - Specify the pick ticket if a pick ticket is associated with the return. If you are returning parts from a work order or piece of equipment that is associated with a pick ticket and the PICKONCE installation parameter is set to YES, then the system does not display the associated pick ticket in the Pick Ticket lookup.

    If you are returning parts from a work order or piece of equipment that is associated with a pick ticket and the PICKONCE installation parameter is set to NO, the system enables you to select the associated pick ticket from the Pick Ticket lookup. However, once you have selected a value for Pick Ticket, the system only displays parts issued for the pick ticket in the Part lookup, and you can only return the parts issued from the pick ticket.

    If there are no parts on the selected pick ticket, or if no parts on the pick ticket are held in store, the system displays an error message when you click Pick Ticket hyperlink.

    If the work order associated with the selected Pick Ticket is a multiple equipment work order, then the system automatically populates Equipment with the WO Header Equipment.

    Department - Specify the department to which to return parts. The system automatically populates Department if you have selected a work order/activity or piece of equipment.

    Date - Modify the date on which to make the return. The system automatically populates Date with the current date and time.

    Part - Specify the part to return. The system displays parts in the Part lookup based on the setting of the RTNANY installation parameter and whether you are returning to a work order, a piece of equipment, or a project.

    If the Work Order selected for the return is a multiple equipment work order, the system displays only parts issued to the header work order or any of the related MEC work orders in the list of values, because Equipment is automatically populated with All Equipment. When you select the part to return, the system automatically populates Transaction Qty., Bin, and Lot. The Transaction Qty. is the difference of the total quantity issued to all equipment on the work order and the quantity already returned from all equipment on the work order. You can modify the Transaction Qty., Bin, and Lot as necessary and add additional equipment to the Parts list.

    If the part to return is tracked by asset, the system automatically selects Track By Asset, specifies 1 as the Transaction Qty., and you must specify a value for Asset ID for the part. The system automatically populates Available Qty. of 1 until you have reached the number of the part tracked by asset that you wish to return for the transaction.

    If the part is a core tracked part, the system enables Core Return. If you select Core Return, the system populates Bin with the Default Core Bin. If the Default Core Bin overwrites a different bin, then the system clears the Lot, Expiration Date, and Manufacturer Lot.

    If you clear Core Return, Bin is populated with the Default Bin. If the Default Bin overwrites a different bin, Lot, Expiration Date, and Manufacturer Lot are cleared.

    If the part is tracked by asset and you clear Core Return, Asset ID and Serial Number are also cleared.

    Transaction Qty. UOM is automatically populated.

    If you submit a return transaction for a core tracked part with Core Return unselected, the return is processed as a normal return.

    Bin - Specify the bin to which to return the part.

    Return Condition - Specify the return part condition.

    Lot - Specify the lot to which to return the part. Bin and Lot are automatically populated with the bin and lot numbers associated with the original issue transaction for the part. You can change the bin location and lot number as necessary, and then click Add to List.

    Transaction Qty. - Specify the number of parts to return. Transaction Qty. is automatically populated with the original issue quantity of the part. If you have already returned a partial quantity of the part from the original issue, Transaction Qty. is populated with the original quantity of the part issued minus the quantity for the part that has already been returned.

    Transaction Qty. can be limited based on the setting of the RTNANY installation parameter. If RTNANY is set to YES, you can return any quantity of any parts to any store for which there is a part record on the Stores tab of the Parts form (the system requires that a part record exists for the part in the store, not that a bin-stock record exists for the part in the store). If RTNANY is set to NO, you can only return the quantity of the part that was originally issued to that entity to the same store. When issuing a part, you issue to an entity (work order, equipment, etc.) from a store. When returning a part, you return from an entity (work order, equipment, etc.) to a store.

    If you select a work order on the header, only the parts that were previously issued to the work order in the Part lookup are displayed. When you select a part, the Transaction Qty. is automatically calculated based on the difference of the quantity of the parts issued and the quantity of the part that has already been returned.

    Print Qty. - Specify the quantity of the label(s) to print for the part to receive.

    The system automatically sets the Print Qty. based on the setting of Label Printing Default on the Stores tab of the Parts form:

    Option

    Description

    If set to No Labels

    Print Qty. is null.

    If set to Single Labels

    Print Qty. is set to 1.

    If set to Label for Each Item

    Print Qty. is equal to the Receipt Qty., but you can modify the Print Qty. as necessary. Updating Print Qty. does not affect the Receipt Qty.

  5. Click Add to List. The record is added to the Transaction Details list.

    The Transaction Details list acts as a buffer to temporarily store the parts to return without actually returning them until the transaction is submitted. You can add/remove parts for the return as necessary before submitting the transaction and saving the information to the database. Click Add Part to add additional parts to the return. To remove a part from the Transaction Details list, select the part to remove from the return, and then click Remove from List.

    Additionally, you can also update information in the Issue To/Return From and/or Issue From/Return To sections for the transaction as necessary before adding records to the Transaction Details list.

  6. Click Submit Transaction. The part(s) are returned and a stock transaction of type I is created for the return store with a positive quantity for the return.

    When you submit a return transaction for a core tracked part with Core Return selected, the transaction quantity is added to the repair quantity of the part held in bin stock. The returned parts are added to Core Qty. on the Repair Details tab of the Parts form rather than Qty. on Hand on the Stores tab of the Parts form.

    If the part is core tracked and is also tracked by asset, the asset status is changed to To Be Repaired, and the status of all dependent children and grandchildren of the asset are also updated if the part tracked by asset is the parent in an asset hierarchy.

    If the returned part is a LIFO/FIFO part, the price for the return is determined based on the original issue transaction. LIFO/FIFO pricing does not assign a LIFO/FIFO price to a core tracked part returned for repair. The transaction price for the return will be the Core Value of the part.

    To print labels for the return transaction, click Print Warranty Return Label(s).

    If you are creating a return for a multiple equipment work order and the RTNANY installation parameter is set to NO and All Equipment is selected for Equipment, you can only return a part that was previously issued and for which there is a sufficient quantity issued to the equipment.