Route and Return Field Service Parts

In this section, you will learn how to route defective parts returned by field service technicians and excess parts returned from warehouses.

  1. Go to the Manage Field Parts Inventory page.

  2. Use the search parameters: Technician, Organization, and Subinventory to check the field stockroom or technician trunk stock inventory balance.

  3. Select the item or part to return.

  4. Click the Actions drop-down button. Click Return.

  5. In the Return Part window, either the Organization field alone or both the Organization and Subinventory fields automatically populate with the default warehouse, which is based on the return routing rule setup.

    Note: You can return parts to any inventory organization that meets the following conditions:
    Note: For defective parts inventory locations, the quantity defaults to the quantity on hand. For usable inventory locations, the quantity defaults to the excess amount (the difference between the on-hand quantity and the maximum quantity).
  6. The Type field defaults based on the Destination Organization that you select, such as Direct Organization Transfer or Intransit Shipment.
    Note: If you define valid types for the transaction source in the Manage Inventory Transaction Sources and Types page, then the LOV includes other values.
  7. Select the Destination Subinventory and the Destination Locator (if the locator is applicable).
  8. For an intransit transaction, enter a shipment number in the Shipment field or click on the Generate Shipment Number to generate one.
  9. Enter the quantity that you want to return.

  10. For a serial-controlled item, enter the serial number of the item.

  11. Click Return.

The selected parts directly transfer from the field inventory location to the destination warehouse.

If you're a field service technician, you can access this feature to return the defective parts yourself without the field service administrator's assistance. The organization and subinventory list of values filters and show only the stocking locations assigned to you.