Return Rental Assets from Work Order

Explanation

When rental items are issued to work order from standard or project inventory, return lines will be created automatically on the Prepare Work Order/Returns and Report In Work Order/Return tabs.

The parts can be returned to inventory after the rental period by using these return lines.

Prerequisites

The parts must have been issued from the inventory to the work order.

System Effects

Window

Prepare Work Order/Returns
Manage Rentals

Related Window Descriptions

Prepare Work Order/Returns
Manage Rentals
Return Part to Inventory
Return Parts to Inventory

Procedure

  1. Open the Prepare Work Order or Report In Work Order window and query for the work order that you want to return and go to the Returns tab.
  2. Highlight the return lines, right-click and click Return Parts to Inventory. If you have selected a single line, the Return Part to Inventory dialog box will appear, if you have selected multiple lines, Return Parts to Inventory dialog box will appear.
  3. On the Return Part to Inventory dialog box, on the Location No field, enter the inventory location to which you want to receive parts or click List to select a suitable location and on the Quantity Returned field specify the quantity to be returned. You can also create a new line on the dialog box to specify the quantity returned and the location number. On the Return Parts to Inventory dialog box, make sure you have the correct quantity on the Quantity to Return field and on the Location No field specify the location or click List to select a suitable Location.
  4. Click OK.