Return Order

Content was last updated in 06.01.17-00

After the items of an order have been used in the customer's premises, they can be returned to the inventory in the Return Order window. The buttons located along the left side of the Return Order window provide access to the return order functions. Toolbar icons at the top of the window are shortcuts to miscellaneous functions. Below the toolbar are fields that display the order and customer information. Items on the order are listed in the grid below the order and customer information.

In the Return Order search window, by double clicking any order the Return Order window opens wherein the user can view the Order and return the items on the Order.

How to Return Items

Using the Scan Items button
Returning an item without first locating the order
Using Return, Return All, Return Filtered, and Return All NS button.

Icon Information

Icons	Description
	The Find icon opens the Find window from which you can conduct a search for items within the order.
	The print icon prints the Return/Packing list report.
	The Refresh icon updates the data shown within the Return Order window to reflect changes made since the window was opened.
	The Zoom In/Out icon hides the header information area so that you can get a larger view of the data grid.
	Click the Print Returned icon to print details about the items that are returned on the return order.
	Click Print Damaged icon to print the Damage Receipt for the return order.
	The Print Exception icon prints a list of unusual actions performed while filling an order - such as item additions, deletions and exchanges or returning items from another order.
	The Print Order List icon displays the Form Type Options window from where the return order list can be printed.
	The View Kit Details icon opens the Kit Details window where the details of the items in serial (locked) kits can be viewed.
	Select a line and click Expand/ Collapse icon to view the assets for the item/ serial kit. This feature allows you to view the child items of a Kit which are marked as Return mandatory.
	The View Kit Mandatory Details displays all the mandatory items belonging to the kit.
	You can view the changes made to the items in the order in the Warehouse by clicking on the Warehouse Order History.
	Clicking the Filter By icon displays the Filter By dialog. Here Filled & Returned and deleted items of a specific Department, Container and Dates can be filtered.
	You can click on the View Exceptions icon to view and print the exceptions that are generated for Fill Order, Return Order, Transfer Order and Ship Orders.
	Clicking on the Comments icon displays the Comments dialog, where the user can enter comments for Item lines in the Return Order window.

Field Information

In this section all the information about the order that you need to know for returning the items will be displayed.

Field Name	Description
Contract Number	Displays the unique identification number of the order.
Description	Displays the description of the order.
Customer	Displays the customer for whom the order is being created.
Return Address	Your address to where the item must be returned.
Return By	Displays the mode of transport along with date.
Assigned To	Displays the employee's name to whom the order is assigned.
Sales person	Displays the salesperson's name for the order.
Location	The location that is defined in the Shipping tab of the order
Comments	Pick List and Delivery comments given for the order can be viewed here. On clicking the importable button will display an Comments dialog box wherein you can refresh, add and edit Comments.
Date Recd.	Date on which Order was recieved back from the customer.
Tracking #	Displays the reference number that the user gives for a particular track.

Filter By options

Field Name	Description
Date & Apply Date	When opened from the Return Order window, the dates field will be blank. On selecting Apply Date check box, the order Prep and return dates and time will be displayed in the fields. You can select a date range in the drop down calendars. Depending on the selection, all the items that have the return dates within the selected date range will be displayed. If the Return Order window is opened by clicking on the Return schedule line in the Warehouse main window, then the order Return date and time will be displayed. If the Apply Check box is de-selected, then the date and time fields will be disabled.
Deleted	Selecting this check box and then clicking the Refresh button will filter the deleted items on the order.
Filled & Returned	Selecting this check box and then clicking on the Refresh button will filter the items of the order which have already been filled and returned.
View	As on Order: Displays the lines in the same order as they have been added on the order Group by Items: Same Items will be grouped together and displayed in Return Order

Button Information

Button Name	Function
Scan Items	Using this button you can scan and return an item into warehouse.
S-Return	Use this button to return the sub-rent assigned items.
Damaged	If a damaged item is returned, then using this Damaged button you can enter this information in R2 . You can mark it as being under repair and bring it back to the inventory to prevent it from being used on another order.
Lost	If items out on Rental Order are Lost at the time of return., this button is used to enter that information into R2. An item with status 'Out' can be marked using the lost feature. On selecting a line and selecting this button, the Remarks window will be displayed wherein you can enter a comment. After closing this window, the status of the line will be updated as 'Lost'. This comment will be displayed in the Remarks column in Change History window for this item .
Missing	If items out on rental are missing at the return time, this button is used to enter that information into R2. You can mark an item as missing by clicking on this button.
Return	Click on this button to return the selected item on an order.
Return All	Click on this button to return all Serial and Non-Serial items on an order. Note: This button will be displayed in this window only if the Fill All/Return All check box is selected in the Warehouse tab in the Configuration module.
Return Filtered	Click on this button to return ONLY the selected items on an order. See Return Order window here.
Return All NS	Click on this button to return all the non-serial items on the return order.
UnReturn	Click on this button to change the status of the returned items as 'out'.
Read Data	Use this function to read data from a batch scanner such as the Symbol PDT3100 or Symbol P360. To use this feature, place the scanner in its cradle and click on the Read Data function button. This opens the Read Data dialog where you select a Port and Status, then click on Read Data.
Read File	Use this function to import information previously downloaded from a batch scanner and stored as an electronic file. To use this feature, place the file on a drive accessible to this computer and click on the Read File function button. This opens the Read File dialog. Click on the more button to the right of the Select File field to choose the import file. Select a Status, then click on Read File.
Sort	The Sort button opens the Sort window where you can define how R2 will list the search results. The first field of the Sort section lists the field types. The second field allows you to choose either the ascending or descending option or no particular order at all. You can set priorities for sorting by dragging the Fields. Ascending sorts the records from lowest value to highest value. Example: A, B, C, D, E . . . Descending sorts the records from highest value to lowest value. Example: Z, Y, X, W, V. . . If None is selected then no particular sorting order will be applied at all.
Swap	Serial Items in Return order can be exchanged with other assets using the Swap functionality.
Expand All	Clicking this button expands all line so that you can view the assets for all items.
View PO	You can select a P-Assigned line and click View PO to open the purchase order that was created for the item.
Close	Click on the Close button to exit from the window after saving all the changes made.

Column Information

Column Name	Description
C	If any comment is defined for an order then you will view a check mark for this column.
Status	Status of the item.
Action	The action defined for the item.
Product ID	The unique identification number of the product.
Asset ID	The unique identification number of the asset.
Description	The description of the product.
Shipped	Displays the number of items that are shipped.
Returned	Displays the number of items that are returned.
PO/Transfer ID	The unique identification number of the Purchase Order or Transfer order.
Vendor/Site	Displays the vendor name for Sub-rental and Purchase order items,and site name for the Transfer Order items.
Charge End	Displays the Charge End Date in the Return Order window. Functionality The Charge End Date column will be updated with Time only when the option 'Allow Fractional Charge Duration on Order' is true in Configuration g Pricing / Billing tab. Charge End Date will not be updated for lines having action as Sell. If a line is split due to the actions performed, the Charge End date will be updated only if the Return Order window is closed and Opened. Charge End date can be viewed, only if the Return Order grid is set to As on Order view. Charge End date column will be updated as follows for Serial Items/Non-serial items/Kits and Non-serial kits as mentioned below: Serial Items: The header of the Serial Item will not have Charge End date. However, the on expanding the Header of the Serial item, the lines listed below that will have Charge End Date. Non-Serial Items: The Non-Serial item line will have the Charge End Date. Kit: The Kit header will have the Charge End date updated. However, the child items of kit will not have the Charge End Date updated. Non-Serial Kit: The Non-Serial Kit header will have the Charge End date updated. However, the child items of kit will not have the Charge End Date updated.