Creating a Parts Return From a Workfile

This feature allows you to create a credit memo for a part or a miscellaneous charge . Select the Return option in one or more of the part or miscellaneous line items. From there, enter the quantity and select the Return Reason for each part. The Return Reason codes are set up in your repair facility profile.

A validation error is displayed if a line does not contain a valid Return Reason code. Click on the Select All option from the toolbar in the part lines pane if you are returning the entire vendor order.

See Adding or Editing Part Return Reasons.

To create a parts return

1. Open the repair order workfile.
2. Select the Parts tab, and then select New Parts Return from the toolbar.
   
   - or -
   
   Select Actions > New > Parts Return from the toolbar. The Parts Return screen opens.
3. Select the vendor from the Vendor Name droplist. The selected vendor name is displayed in the field.
4. Enter the data of return in the Return Date field, or click the calendar icon to select the date.
5. Select the part line Return option, and then enter the return quantity in the Returned field (optional).

6. Select the return reason code from the Return Reason droplist (required).
7. Enter the credit information in the appropriate fields, and then click Save and Close or Save and New from the toolbar. The Send Credit Memo screen opens.
8. Select the send option entering information in the fields.Click OK.

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