Step 2: Add parts to a supplier return - HxGN EAM - 12.0.1 - Help - Hexagon

To add parts to a supplier return:

1. Select Materials > Transactions > Supplier Returns.

2. Select the supplier return for which to add parts, and then click the Parts tab.

3. Click Retrieve Parts. The system populates the Parts list with part lines that have been received against the purchase order specified on the Record View page.

   You can also click Add Part to add a single part to the supplier return rather than retrieving all the lines that have been received to a purchase order. Adding a single part to a supplier return is helpful in return situations for which you may have had a purchase order with a large number of items against which you only need to return a few parts.

   For externally repaired parts to be returned from a purchase order and store, the system retrieves part lines received against the purchase order and store on the header. Available Qty. is calculated as the number of parts received for this purchase order that are in the selected store and are not for repair. If the part is also tracked by asset, the system only retrieves the part that match the specified Asset ID. If the part was scrapped at the time at which it was received, the part cannot be returned.

   For parts to be returned from a work order, the system retrieves only direct material parts that have been received directly to the work order against the purchase order on the header.

4. Select the part to be returned from the Parts list. The system populates the part information in the Part Details section. The system automatically populates Return Qty. with the quantity of the part received against the purchase order and available in a specific bin and lot for return, Order Qty. with the original quantity of the part ordered, Available Qty. with the number of parts in stock in a specific bin and lot, and Price with the price at which the part was received. The system selects Direct if the part has been received to a work order and Track by Asset if the part is tracked by asset.

5. Specify this information:

   Return Qty. - Specify the quantity of the part to be returned.

   If you are returning a part tracked by asset, the system displays the part in the Parts list in quantities of one. For example, you received five motors that are tracked by asset, so the system displays the motor on five separate lines. The system automatically populates Return Qty. with one if you are returning a part tracked by asset, and the system also protects the field from update.

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

   Lot - Specify the lot to which to return the part.

   Reason for Return - Specify the reason for returning the part.

   Asset ID - Specify the asset ID for the part tracked by asset. If the selected part is tracked by asset, the system automatically populates Bin, Lot, Department, Asset Type, Asset Org., and Serial Number from the equipment record.

6. Click Submit.

   To remove a part, select the part to remove, and then click Remove Part.