Sending out a regrind product for repair

This information is added to the Regrind Out order header as a note and stored in an internal header note record:

  • Employee information such as ID, Name, and Department
  • Project
  • Work Order #
  • Machine #

This information is added to an internal line record:

  • Taxable flag
  • Department
  • Customer’s GL number
  • Notes and comments specific to the transaction line items

The information from both records is printed with the order on the Sales Order Master List Report.

  1. In Storeroom, select Inventory Movement > Regrind.
  2. Specify the warehouse.
  3. Optionally, change the promise date. The current date is the default value.
    Note: The promise date that you specify here is also loaded on each line if Allow Req/Prom Date Entry On Lines For Non JIT Orders in SA Administrator Options-Documents-Sales Order-Entry Settings is selected.
  4. Specify this information:
    Customer Product

    Specify the regrind product.

    Labor Product

    Specify a labor product for the regrind product.

    If a labor product is specified for the regrind product on the Product Warehouse Product Setup record in Distribution SX.e, that labor product is displayed by default. If you select a labor product from the lookup, you must select a labor product that is in the same warehouse as the regrind product. The labor product is also displayed on the Customer Warehouse Product record in Storeroom.

    Vendor

    If the product is refurbished by a third-party, then specify a vendor number to create a purchase order in Distribution SX.e.

    Quantity

    Specify the quantity to be refurbished.

  5. Optionally, specify a General Ledger account number for this transaction.
  6. Optionally, specify a charge number, if available.
  7. Confirm the taxability of the product.

    Clear the Taxable option if it is selected, and you have confirmed that the product should be non-taxable. You cannot select this option if it is clear and the customer or ship to has non-taxable status.

    See Taxable status of products.

  8. Click Update.
  9. Click Submit.

    Notification of inventory movement submission and approval, and receipt of the sales order number, are displayed.