Return Rental Assets from Work Order

Explanation

When rental items are issued to a work task from standard or project inventory, return lines will be created automatically on the Work Task/Returns and Report In Work Order/Returns 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

• The values of the Quantity Returned and Quantity to Return fields on the Return tab will be updated.
• Inventory part in stock record will be updated.
• If the issued assets had been rented in from a supplier, then you are asked whether you want to directly return parts to the supplier.

Window

Work Task/Returns
Manage Rentals

Related Window Descriptions

Work Task/Returns
Manage Rentals
Return Part to Inventory
Return Parts to Inventory

Procedure

1. Open the Work Task window and query for the work task that you want to return and go to the Returns tab. Alternatively you can query for the work order in Report In Work Order and go to 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.