Inventory - Equipment - Return Order

Add to Order

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

1. Click the button.

2. This will open the 'Add New Existing Equipment' form.

3. Select the Equipment from the grid to be Returned.

4. Click the  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  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  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 button the Return Order must be at an 'Open' Status.

1. Select the Equipment to be processed.

2. Click the 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 as 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.

Edit Selected

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

1. Click the  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  button.

Repair

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

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

1. Click the button.

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

   

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

Replace

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

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

1. Click the  button.

2. This will insert 'Replace' into the 'Processed As' Column.
   

   

3. When the  button is selected this states that different Equipment is expected back after the original Equipment has been returned.

       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

The  button appears on the Return Order form. Processing a Return Order item as One Way tells PCR-360 that an item is being returned completely and there is no expectation of that item being placed back into Inventory. This sets the Equipment record to Returned.

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

1. Click the  button.

2. This will insert 'One Way' into the 'Processed As' Column.
   

   

3. When the button is selected this states that no Equipment is expected back after the Equipment has been returned.

When finished click the   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'.