Line Items Section

The Line Items grid provides details about the parts being returned by the customer.

Documents

This button allows you to attach or remove a document on the customer reform record.

Details

This button opens the Customer Return Line Items screen, where you can edit the Quantity To Rework and Quantity to Restock in the Releases section.

If you want to discard the changes you've made in the details section, be sure to use the Cancel button to return to the main Customer Return screen.

Zero Out Grid

This button will clear out all of the quantities listed within the grid.

Search

This button takes you to a search screen to select another job to add to the line items.

Delete

This button removes the highlighted line item.

QuickView

This button provides QuickView information on either the Part Number, Original Job Number, or Rework Job Number for the selected line item.

ClosedGrid Columns

Open the dropdown menu for details regarding all of the columns.

Docs

An icon of a document appears in this column if there are documents attached to the part.

Part Number

This represents the part number of the item that has been returned.

  • Once you start typing in the text box, a dropdown full of auto-suggested parts appears based on the characters you've typed. You may select from the list or continue typing your part.

Original Qty Shipped

This represents the number of pieces originally sent to the customer for this particular part.

Create CAPA

A check in this box will create a Corrective Action / Preventative Action record.

Create NC

A check in this box will create a Non Conformance record.

Qty Returned

This quantity represents the number of parts the customer has returned.

Qty To Rework

This quantity represents the number of parts you are fixing for the customer.

Qty To Stock

This quantity represents the number of parts you are putting back into inventory after being returned from the customer.

Unit

This represents the unit of measure for the part.

Original Job Number

This represents the job number on the original order.

Rework Job Number

This number represents the rework job created to fix the returned part.

Reason Code

This dropdown provides a list of options the explain why the part was returned.

Description

This field has a description of the part.

Customer's P.O.

This field holds a P.O. provided by the customer.

Item Number

This field simply numbers the line items.

CAPA Number

This field states the number of the CAPA record created from this customer return.

Non-Conf Number

This field states the number of the Non-Conformance record created from this customer return.

Restock Fee %

This figure reduces the credit memo by the designated percent as a fee for restocking the returned items.

  • This figure populates from the Customer Table.

 

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