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Equipment

The 'Equipment' tab allows the User to manage all Equipment on a given Return Order.

There are three statuses of a Return Order; Pending, Open, and Closed.

Add to Order

To use the 'Add to Order' button the Return Order must be at a 'Pending' Status.

1. Click the 'Add to Order'  button.
2. This will open the 'Add New Existing Equipment' form.
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3. Select the Equipment from the grid to be Returned.
4. Click the 'Save and Close'  button.

The Equipment will now be added to the grid on the Equipment tab. The Return Order can be advanced when all Equipment has been added.

Remove from Order

To use the 'Remove from Order' button the Return Order must be at a 'Pending' Status and there must already be some Equipment in the grid.

1. Select the Equipment from the grid to remove from the order.
2. Click the 'Remove from Order'  button.
   Note: This will only remove the association of the Equipment from the Return Order and will not delete the Equipment or the Return Order.

Process Items(s)

To use the 'Process Item(s)' button the Return Order must be at a 'Open' Status.

1. Select the Equipment to be processed.
2. Click the 'Process Item(s)'  button.
3. This will open the 'Manage Return Order Equipment Processing' form.
   
   

From this form, the User can adjust some key options before receiving an item for tracking reasons. The User can assign incoming repaired/replaced Equipment to any Warehouse. If an item was received on a different date then the current date, the User can edit the 'Received Date' here was well. Selected items from the Order cannot be processed here with individual Warehouse and Date assignment. All items selected for this form will be processed with the set values. To set different Warehouses or Dates, select appropriate items separately.a

Edit Selected

The User can modify the 'Action', 'Asset Tag', 'Serial Number', 'Equipment ID', and 'Condition' by following these steps:

1. Click the 'Edit Selected' button.
2. This will open the 'Manage Return Order Equipment Received' sub-form.
   
3. Select the Action using the drop-down, either Repair or Replace. The difference is explained on the Return Order wiki.
4. If desired change the Asset Tag, Serial Number, and Equipment ID.
5. Select the 'Condition' with the drop-down, either 'New', 'Used', or 'Refurbished'.
6. Click the 'Save and Close' button.

Repair

The User can add the 'Repair' option to the 'Process As' Field by following these steps:

1. Click the 'Repair' button.
2. This will insert 'Repair' into the 'Processed As' Column.
   

3. When 'Repair' is selected this states that the same Equipment must come back after the Equipment it has been returned.

Replace

The User can add the 'Replace' option to the 'Process As" Field by following these steps:

1. Click the 'Replace' button.
2. This will insert 'Replace' into the 'Processed As' Column.
   
3. When 'Replace' is selected this states that different Equipment is expected back after the original Equipment has been returned.

One Way

The User can add the 'One Way' option to the 'Process As" Field by following these steps:

1. Click the 'One Way' button.
2. This will insert 'One Way' into the 'Processed As' Column.
   
3. When 'One Way' is selected this states that no Equipment is expected back after the Equipment has been returned.

When finished click the 'Process'  button. Confirm this is the action desired at the prompt. Once the Equipment is 'Processed' the status will be set to 'Unassigned'. When all the Equipment has been Processed, the Status of the Return Order can be set to 'Closed'.