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Return unused service order parts

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The following describes how to return unused service order parts that have previously been taken from the warehouse.

Note: You can only return parts if a pick list has been printed (Pick list printout must be set to YES for the sales order type) and return list printout must be allowed (Return list = YES on the Service information panel in the Sales order type table).

The return of unused parts can be performed in two programs:

  • Work with service orders. From this menu item, select the service order from which you wish to return an unused part and click Jobs/Agr lines. On the Service order jobs panel select the applicable job and click Return. Continue by following the instructions in step 4 in the instructions below.

    • Tip: During this process you are also able to close a job. To do this, select the service order job from which you wish to return parts and click Close. On the Job close panel, click Return parts and continue by following the instructions in step 4 in the instructions below. Then, when you confirm the returned parts, the system returns, in this case, to the Job close panel. Select the applicable order line and click Close individual line. Continue by following the instructions in step 4 of Close a service order.

    OR

  • Work with service order part returns. The instructions below describe this procedure.
  1. Select the Work with service order part returns menu item.
  2. You access Service jobs listing all service jobs that are at status 40 or 45, and which have order lines with the same status that are not closed. Select the service order job from which you want to return an unused part(s) and click Job lines.
  3. You access Work with service order part returns, Service order line selection. Select the applicable order line and click Select.
  4. You access Return items containing all items included in the service order.

    5. The following field must be completed (per applicable order line) in order to return the desired quantity:

    Return
    Enter the amount of parts you wish to return from the order line and click OK. Note: If you have previously returned quantities for this job the quantity you return now will be added to that quantity.
    Tip: Click the Full return function key if you want to return all parts. You access Items to be returned. Click OK to confirm.

    Exit the routine.

    Conclusion
    You have returned the unused parts. Now you must also print and confirm the return list. See Update stock values with the returned unused service order parts quantity.

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