Repair Work Order – Cases and RMA Lines
Overview and Process
A Repair Work Order is used when a company either receives material from a customer via an RMA/Return or has stock that requires maintenance/repair/refurbishing/etc.
Based on how you use Ascent, Repair Work Orders can be generated in three different scenarios:
- Cases using RMA Lines
- Returns and Return Lines
- Cases using Return Lines
We will illustrate Cases using RMA Lines in this document (there are other documents to describe the other two processes) and show how the Custom Settings need to be configured to achieve them.
Creating a Repair Work Order from Case/RMA Lines:
First, let us review the custom settings required to do this:
Use Returns and Cases for RMA custom setting needs to be blank.
Use Returns custom setting needs to be blank.
Now, let’s take a packed sales order and create an RMA (the customer is now returning the merchandise):
Click the down arrow next to Change Owner and select Create RMA:
Select the line item to be returned and hit Save:
You’ll then be brought to the Case screen:
The RMA line has also been created:
Now, let’s change the RMA Line Type to Repair and hit Save:
Then, click the down arrow to the right of the Submit for Approval button and click Process RMA Lines:
We’ll then see this screen, which will allow us to tell Ascent where we wish to put the returned merchandise:
After hitting Save, we’ll get a confirmation message and after hitting Back To Case, we’ll see that the RMA line has been received:
To create a Repair Work Order, we would click the down arrow next to the Submit for Approval button:
Here is the repair work order that was created:
The repair work order line:
Note that the Move Inventory? checkbox is selected. This will allow us to move the material, once the work order is complete, to another location, possibly for shipping back to the customer.
We are going to add another line to this repair work order. Let’s say that we inspect the line and determine that it needs to have a spring replaced. So, we’ll add a new line with an item whose description is Spring and set the flag for Consume Inventory? to be checked. Optionally, we can set the Billable? Flag and then generate an invoice. There is another document called Work Orders – Invoicing that you can reference to see that.
Click the Add Lines by Item#:
Let’s select item tc202, Quantity=1, and check the Consume Inventory? checkbox, since it will be used to fix the 409cm1 Small Motor. Then, hit Save.
Before completing the Repair Work Order, let’s look at the inventory for those two items. First, the 409cm1. There are 50 in location A1 and 1 in location A2 R2 T3:
For tc202, let’s look at location Smyrna:
Now let’s complete the Repair Work Order, by clicking the Complete WO button on the top right hand portion of the screen:
We now see the lines that need to be completed:
Let’s select Complete all Lines (optionally, you could just complete each line separately)
For item 409cm1, we are able to move the material from the current location (maybe it is an inspection location, maybe it is a refurbishment location) to a stocking location, A1, under the assumption that the spring has been added.
For item tc202, the spring, we are going to deduct it from inventory.
Now, let’s select Save:
We successfully completed the Repair Work Order. Now, by hitting Back to WO, we can see the work order as being complete:
Looking at inventory for 409cm1, we see that it has moved from A1 R2 T3 to A1:
And tc202 has been reduced by the quantity consumed (1):