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The Return Order screen allows the User to create and manage Inventory Return Orders. Return Orders require a Vendor and a Warehouse, Equipment from the Warehouse can then be added to the Return Order. A Return authorization number for the Order may be specified.

The Basics

• Required Fields:
  • Status - The status of the Return Order will allow Inventory Managers to sort Return Orders more easily. 
    • Pending - The Pending status is meant to be used when building a Return Order, but before it is has been sent to the Vendor. This Status allows for internal processes like Approvals from internal organizational business practices to go through. If the Return Order or Equipment on it is declined at any point before the Return Order is sent to the Vendor, they can be edited by the Inventory Manager.
    • Open - The Open Status is meant to be used to Process Inventory on the Return Order and assign an action to the Equipment depending on how the User wants the Equipment to be returned.  When clicking the  button, Users can choose to Edit, Repair, Replace, or process One Way the selected line of Equipment.
    • Closed - The Closed status can only be set once all the Inventory is processed. This status lets Users know that the Return Order has been addressed and no longer requires work to be done.
  • Created Date - The Created Date field will let Users know when the Return Order is created.
  • Warehouse - The Warehouse on the Return Order Form Header is only a placeholder, a default value. It is used for the Warehouse Picker on the Return Order Process form. Users can change that Warehouse selection to an alternate and the Repair/Replace Equipment will be stored to that Warehouse. There is no additional logic behind this field.
  • Vendor - The Vendor selection filters which Equipment Catalogs can be added to the Return Order. It is not possible to return something to a Vendor that can't be ordered from that Vendor.

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The User can close the Return Order at any point after it is Open. Once all anticipated items on the Return Order are processed, closing finalizes the Order, and it cannot be reopened. Sometimes Users may be returning items with no expectation of repair or replacement. The Return Order keeps track of when and where "Returned" Equipment was sent back. The last visible record would be left out of Inventory because it was Returned with no further action taken. This is made explicit with the requirement to click the One Way button.

Return Order tabs

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On the Return Order are the following tabs: Equipment, Activity/Remarks, Attachments, and User Defined Fields.

Return Order Form Buttons

Remarks