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.

Return Order basics video

Return Order tabs

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

Adding a new Return Order

To create a new Return Order click the 'Add' button on the grid.

When the Return Order form opens, add the Warehouse the Equipment will be returned to and the Vendor as well. Users may also specify a return authorization number if applicable. Add Equipment to the Order on the Equipment tab which will appear in the grid with status set to 'Returned'.

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 (when you decide to Repair/Replace/One-Way the line item). You 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.
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

The status of the Return Order must be set to 'Open' in order to receive Equipment back into Inventory. When you receive items back from repairs/replacement, select their lines from the Return Order and click Receive Item . You can do multiple at once if you wish.

Within this form, you can use the Edit Selected button to update incoming items' conditions and return statuses (Repair or Replace) as well as assign new Serial Numbers and Asset Tags. You can also quickly switch the Repair or Replace status using the toggle button to change selected rows' return status. Lastly, you can change the destination Warehouse of the received items. You'll be limited to the Warehouse selected for the Return Order, and its descendant Warehouse Locations.

When you're finished making adjustments, click the Save and Close button. You'll be warned that the action cannot be undone. Confirm to continue, and your item is placed back into Inventory at "Unassigned" status.

Repair

When the User clicks the 'Repair' button, it processes the Equipment as the same physical inventory, updating the record to reflect that the Inventory was edited.

Replace

When the User clicks the 'Replace' button, PCR-360 generates a NEW Equipment record whereas Repair updates the original Equipment record.

In the data sample below, one item was Replaced while the other Repaired. The Return Order keeps track of all outgoing and incoming Equipment records related to that particular Order, so replacements are also listed on the Order.

One Way

There is a new feature available to Inventory Managers. The 'One Way' button now appears on the Return Order form. Processing a Return Order item as One Way tells PCR-360 that you are returning an item completely and there is no expectation of that item being placed back into Inventory. This sets the Equipment record to Returned.

Closing The Order

You 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 you may be returning items with no expectation of repair or replacement. The Order keeps track of when and where "Returned" Equipment was sent back. In the sample above, 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.

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