Return unused parts from multiple equipment work orders.
To return parts from multiple equipment work orders:
-
Select Materials > Transactions > Issue/Return Parts.
-
Specify this information:
Store - Specify the store to which to return the part(s). If a default store is defined for the current user, the system automatically populates Store with the user’s default store. The system automatically populates Date with the current system date and Transaction Type with Issue to enable issue functionality.
Transaction Type - Select Return to enable return functionality.
WO-Activity - Specify the multiple equipment work order/activity to which to return the part. The system automatically populates Equipment with All Equipment. The system also populates Related Work Order, Cost Code, and Department from the work order/activity. Equipment is required and Related Work Order is protected.
If the selected multiple equipment WO-Activity is associated with a project/budget, then the system automatically populates Project–Budget, and it is protected.
If the selected WO-Activity is associated with a pick ticket, the system automatically populates Pick Ticket from the associated WO-Activity or Equipment record.
The system does not display work orders in the WO-Activity lookup for which the value specified for the RTNDAYS installation parameter has been
exceeded.
Equipment - Choose one of these options if the work order is a multiple equipment work order:
-
Specify a specific equipment to which to distribute the Transaction Qty.
-
Specify All Equipment to evenly distribute the Transaction Qty. to each equipment record on the work order.
-
Specify WO Header Equipment to distribute the Transaction Qty. to the equipment on the work order header only.
The system automatically applies any remainder of the return quantity to the last
equipment record on the Equipment page of the Work Orders form.
If you select All Equipment and at least one of the related work orders has a Completed status (or equivalent user status), the system displays a message enabling you to select whether to distribute the cost of the return against only open related work orders or against all equipment, regardless of whether the related work orders are Open or Completed (or their user-status equivalents).
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 WO-Activity and Equipment. Because the WO-Activity is a multiple equipment work order, the system automatically selects WO Header Equipment for Equipment. If the PICKONCE installation parameter is set to YES, then the system does not display the associated pick ticket in the Pick Ticket lookup. If 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 select 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.
Department - Specify the department to which to return parts.
Date - Modify the date on which to make the return if necessary.
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.
Because the selected WO-Activity is a multiple equipment work order, Equipment is automatically populated with All Equipment, and the system displays only parts
issued to the work order header or any of the related MEC work orders in the Part lookup. 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 populates Available Qty. with the total quantity of the part that is currently available.
The system automatically populates Transaction Qty. UOM.
You cannot specify a Transaction Qty. greater than 1 when returning parts tracked by asset. If you want to return multiple
quantities of a part tracked by asset, you must add the part tracked by asset to the
Transaction Details list on individual lines with a Transaction Qty.of 1 until you have reached the number of the part tracked by asset that you wish
to return for the transaction.
When returning parts to a multiple equipment work order for which All Equipment is selected, parts tracked by asset are not available for return, and the system splits the Transaction Qty. equally among all the related work orders.
If you submit a return transaction for a repairable spare part with Return for Repair unselected, the system processes the return as a normal return.
If the Part is designated as a Tool, then Tool Hours is enabled.
Bin - Modify the bin to which to return the part if necessary.
Lot - Modify the lot to which to return the part if necessary. The system automatically populates Bin and Lot with the bin and lot numbers associated with the original issue transaction for the part.
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 of the part that has already been returned.
Transaction Qty. can be limited based on the setting of the RTNANY installation parameter. For returns
from multiple equipment work orders, if RTNANY installation parameter is set to Yes
and All Equipment is selected for Equipment, then the system evenly distributes the return quantity to all equipment records
on the work order.
If 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.
Tool Hours - If the part you are returning is identified as a tool, specify the number of hours the tool was in use. The system applies the Tool Hours to the equipment on the multiple equipment work order based on the value specified for Equipment.
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.
-
-
Click Add to 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 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, select the part to remove, 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.
-
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.