Return Sold Quantity

Reference : 21483

(V 02.00.00-00)

Details

In the Part Sale Order and Work Order, you can return a Part which is already filled and shipped (Items/Parts in Sold Status) in using the right-click option "Return" (Refer Figure 1.0 and Figure 1.1). You can select the option "Return" from within a Part Sale Order and Work Order window, by highlighting a line, by which system will display the Return Items dialog wherein the item Quantity that needs to be returned can be entered.

Figure 1.0 Return option in Part Sale Order

Fig 1.1 Return option in Work Order

Steps to return Sold Items using the Right-Click option "Return"

Note : The below illustration is based on returning items in Part Sale Order. The same steps can be followed for Service Work Orders also.

1. Open a Part Sale Order having item/parts with "Sold" status (Items/Parts which are filled and shipped).

2. Highlight a line and invoke the right-click option "Return" to display the Return Items window as shown in Figure 2.0.

Figure 2.0

3. On selecting the right-click option "Return" by highlighting a line, system will display the ID, Description of the item along with the pending quantity to be returned in the Quantity field. However, if no quantity of item/part is pending to be returned for the selected item, the ID, Description and Quantity field will be displayed as blank as shown in Figure 2.1.

Figure 2.1

4. Enter the Quantity to be returned in the Quantity Field and click OK button

5. The entered quantity will be returned and the Return Items dialog will be displayed as shown in Figure 2.2, with the status bar message "Returned Successfully ".

Figure 2.2

6. Click Exit button to exit from the Return Items dialog box and return to the Part Sale Order.

7. In Part Sale Order, the Item/Part line for which item/part quantity has been returned will be displayed with a new line for the returned quantity  and also another line displaying the remaining item quantity sold, as shown in Figure 2.3.

Figure 2.3

Note: The new line displaying the remaining sold quantity of a item/part will not be added, if the total quantity of item/part is returned.

Points to Note:

• On selecting the right-click option "Return" by highlighting a line, if no quantity of item/part is pending to be returned for the selected item/ part , the ID, Description and Quantity field will be displayed as blank as shown in Figure 3.0.

Figure 3.0

• On invoking the Return item window, system will display the ID, Description and pending quantity to be returned for the selected item/part (all the fields will be displayed as blank, if no quantity is pending to be returned). You can select any other item apart from the selected item, by clicking on the drop down menu present in the ID field, as shown in Figure 3.1.

Figure 3.1