Returning parts from work orders

Return unused parts issued to work orders back to stores.

To return parts from work orders:

  1. Select Work > Work Orders.
  2. Select the work order for which to return parts, and then click the Parts tab.
  3. Specify this information:
    Part
    Specify the part to return. The system automatically populates the part description, Part Org., UOM, Track By Asset, Track By Lot, Total Qty. Available, Available, New Orders Not Allowed, Primary Manufacturer, and Primary Manufacturer Part Number.

    Available indicates the quantity of the part available in the selected store for the work order activity. Total Qty. Available indicates the quantity of the part available in the selected store for the work order activity, as well as the quantity of the part available in any child stores of the selected store.

    Activity-Trade
    Specify the activity-trade performing the work for the selected work order.
    Store
    Specify the store to which to return parts.
    Transaction Type
    Select Return.
    Date
    Specify the desired date of the transaction.
    Equipment
    Choose one of the following options if the work order is a multiple equipment work order:
    • Enter a specific equipment to which to distribute the return Quantity.
    • Enter All Equipment to evenly distribute the return Quantity to each equipment on the work order.
    • Enter WO Header Equipment to distribute the return Quantity to the work order header only.
    Note: The system automatically applies any remainder of the return quantity that cannot be evenly split to the last equipment record on the Equipment page of the Work Orders form.

    If you select All Equipment and at least one of the related work orders has a Completed status (or equivalent user status), the system displays a message enabling you to select whether to distribute the cost of the return against only open related work orders or against all equipment, regardless of whether the related work orders are Open or Completed (or their user-status equivalents).

    The value displayed for Used in the Parts list displays the quantity of the part issued/returned for the header work order and all related MEC work orders for the activity.

    The setting of the RTNANY installation parameter can also affect returns for which there is an insufficient issue quantity against which to make a return when returning against All Equipment. If RTNANY is set to Yes, the system distributes the return Quantity evenly across all equipment on the work order. If RTNANY is set to No, the system does not allow you to make the return if there is an insufficient quantity of the part.

    Quantity
    Specify the number of parts to return to the work order. The number must be greater than 0 (zero).
    Note: If the part is tracked by asset, Quantity must be equal to 1.
    Asset ID
    Specify the asset ID if the part is tracked by asset.
    Bin
    Specify the bin to which to return the parts.
    Lot
    Specify the lot to which to return the parts.
    Tool Hours
    If the part you are returning is identified as a tool, specify the number of hours the tool was in use.
    Note:  If the work order is a MEC work order, then the system splits the tool hours based on the selected Equipment.
    Manufacturer
    Specify the manufacturer of the part.
    Return for Repair
    Select if the part to return is a repairable spare and you want to return the part to the store for repair. The system adds the return quantity to the Qty. for Repair in the store to which the part is returned when you submit the return.
    Note: If you select Return as the Transaction Type and the selected Part is a repairable spare part, the system enables Return for Repair. If you select Return for Repair, the system allows part failures and populates Bin with the Default Repair Bin. If the Default Repair Bin overwrites a different bin, then the system clears Lot.

    If the Part is a repairable spare part that is also tracked by asset and you unselect Return for Repair, the system clears Asset ID.

    If you submit a return transaction for a repairable spare part and you unselect Return for Repair, the system processes the return as a normal return.

    Manufacturer Part Number
    Specify the part number as identified by the manufacturer.
    Failed Qty.
    Specify the quantity of the part that failed.
    Note: The system does not allow part failures on a Return for parts tracked by asset or repairable spare.
    Date Failed
    Specify the date the part failed.
    Problem Code
    Specify the code of the problem that required work.
    Failure Code
    Specify the reason that the part failed.
    Action Code
    Specify the action taken to correct the problem.
    Cause Code
    Specify the problem cause code, i.e., the root cause of the problem.
    Failure Notes
    Enter comments about the failure.
  4. Click Submit.
Parent topic: Issuing and returning parts for work orders