Return into Inventory

Explanation

Use this function to place returned material back into inventory, specifying a location for where the returned parts are to be placed. You can return received parts into inventory from the Receive Parts against Order Deliveries or Receive Parts dialog boxes.
In Receive Parts dialog box, the inventory locations currently available for the part are listed. It is possible to enter new inventory location records here.
In Receive Parts against Order Deliveries dialog box, the deliveries done against the connected order line is displayed. Return can be done against the complete or part of the delivered quantity. Receive Parts against Order Deliveries dialog box is only available for order connected returns.

Note that for catch unit enabled parts, you must specify the catch quantity returned. This applies when you return material back into inventory.

There are two different procedures used for returning parts. One for parts returned from external customers, that is a customer that belongs to another company other than to which the site entering the return material authorization (RMA) belongs (this could also be a customer connected to a site that belongs to another company). The other procedure is for internal customers that are connected to a site that belongs to the same company as to which the site where the RMA is entered belongs.

When returning from an internal customer, parts will be stored in internal order transit during the transportation between sites. And a return can only be done by picking parts that exist in the internal order transit, and moving them into inventory.

The return functionality is also used for rental returns. For rental returns only the Receive Parts against Order Deliveries dialog box is available.

Prerequisites

• The RMA line must have the status Released.
• The part to be returned must be an inventory part.

System Effects

• The parts are entered as returned into inventory. The available quantity of the part in stock is recalculated.
• Postings and inventory transactions are created when parts are returned into inventory. After this you can no longer update prices and customer order line information on the RMA line.
• If the directly delivered material is directly retuned to the supply site's inventory via a receipt RMA, then a return record will be created against the respective purchase order in the sales site.
• If it is a receipt of rentals, the rentals are returned to inventory. If it is the final receipt, and there are no outstanding invoices to be created, the status on the rental order line is set to Invoiced/Closed.

Window

Return Material Authorization 
Return Material Authorization Lines 
Receive Authorized Returns
Customer Receipts

Related Window Descriptions

Return Material Authorization 
Return Material Authorization Lines 
Receive Authorized Returns
Receive Parts
Receive Parts against Order Deliveries
Return Parts from Internal Order Transit
Customer Receipts

Procedure

Return from External Customer:

1. Populate, or search for the appropriate RMA.
2. Click the appropriate RMA line. Right-click in the lower part of the window and select Receive Parts or Receive Parts against Order Deliveries.
3. In Receive Parts dialog box:
   Enter the quantity to return on the appropriate line(s). If more than one inventory location is available for the current part, a number of lines will appear in the lower part of the window. From the lines displayed, you can select the inventory location into which you want to return the current part.
4. Optionally, you can enter an expiration date for the returned part in the Expiration Date field.
5. It is possible to return the parts into an inventory location other than the one displayed. To do this, select New to open an empty line. Enter the sales or inventory quantity and indicate an inventory location, using the List of Values.
6. To confirm the return and close the dialog box, click OK.
7. In Receive Parts against Order Deliveries dialog box:
   Enter the quantity to return on the appropriate line(s). If more than one delivery is available for the current order, a number of lines will appear in the lower part of the window. From the lines displayed, you can select against which delivery you want to return the current part.
8. If needed, adjust the quantity to return.
9. Enter the inventory location where the returned good is placed.
10. If there are delivery lines that will not be returned those can be removed from the dialog box by clicking Remove.
11. To confirm the return and close the dialog box, click OK.

Return from Internal Customer:

1. Populate or search for the appropriate RMA.
2. Click the appropriate RMA line. Right-click in the lower part of the window and then click Return Parts from Internal Order Transit.
3. In the header section, define to which location the parts should be returned, by entering a value in the To Location field, either manually or by using the List of Values. The To Location field will display the default location for the part.
4. In the row section, you can view the quantity in transit for this part. There are different records per lot/batch number, serial number, engineering change level, and W/D/R number. Specify the quantity that should be returned by entering a quantity in the Inventory Qty to Return field. If the whole quantity on a line should be included, select the Include In Return check box.
5. It is possible to pick all the records in the row section. To do this, click Include All. This is useful when there are many records in the row section that should be returned. This is typical for parts that are serial tracked.
6. To confirm the return, and close the dialog box, click OK.

Rental Return:

1. Initiate the rental return from Manage Rentals window.
2. Populate, or search for the appropriate RMA.
3. Click the appropriate RMA line. Right-click in the lower part of the window and select Receive Parts against Order Deliveries.
4. Enter the quantity to return on the appropriate line(s). If more than one delivery is available for the current order, a number of lines will appear in the lower part of the window. From the lines displayed, you can select against which delivery you want to return the current part.
5. If needed, adjust the quantity to return.
6. Enter the inventory location where the returned good is placed.
7. If there are delivery lines that will not be returned those can be removed from the dialog box by clicking Remove.
8. To confirm the return and close the dialog box, click OK.