Remanufacturing or refurbishing the items when Service Management is integrated with Distribution SX.e

  1. Access the Service Orders form in the Service Management application. The Service Orders form is opened.
    Note: A Service Request Order (SRO) can also be created from a template, using the Quick SRO Create form. Templates must be defined on the Service Order Templates form.
  2. Specify the required SRO header information.
    Note: The Refurbish check box must be selected to indicate that the SRO is for refurbishment.

    See Adding and Updating a Service Order.

  3. Click SRO Lines. The Service Order Lines form is displayed, wherein the SRO lines can be added.
    Note: 
    • By default, the SRO information is populated in the line header.
    • Only one line must be created for the refurbish SROs.
  4. Specify the item to be refurbished and other required details.
    Note: 

    • By default, these field values are updated on the Billing tab:

      • Billing Type: Calculated/Time and Material
      • Billing Status: Not Billed
      • Billing Code: No Charge
      • Accumulate WIP: Check box is selected
    • For the item to be refurbished, only one quantity is recommended.

    See Adding SRO Lines.

  5. Click Save. The line information is saved.
  6. Click SRO Operations. The Service Order Operations form is displayed, wherein the SRO operations can be created for the item.
    Note: By default, the SRO information is populated in the operation header.
  7. Specify the required operation details.
    Note: 

    By default, these field values are updated on the Billing tab:

    • Billing Type: Calculated/Time and Material
    • Billing Status: Not Billed
    • Billing Code: No Charge
    • Accumulate WIP: Check box is selected

    See Adding Service Order Operations.

  8. Click Save. The operations information is saved.
  9. Click Transactions on the Service Orders form. The Service Order Transactions form is displayed, wherein the required transactions can be added for refurbishment.
    Note: By default, the SRO number is populated on the Service Order Transactions form.
  10. Add the required transactions to these tabs:
    • Material: Materials used for refurbishing, along with the item to be refurbished.
    • Labor: Labor required for refurbishing.
    • Miscellaneous: Miscellaneous items used for refurbishing.
    • Line Material: Line Return to Stock transactions are created automatically. These transactions are used to return the refurbished item to inventory.

    Costs are displayed for all the transactions, as defined. The cost of the refurbished item on the Line Return to Stock transaction, includes all refurbishing costs, such as materials, components, miscellaneous items, and labor. These costs are stored in WIP accounts. Prices are set to zero on each transaction.

    See Adding Service Order Transactions.

  11. Post the SRO transactions, using one of these options:
    • Post Transaction
    • Post All
    • Transaction Posting Utility
    Note: 

    After posting is completed:

    • The Line Return to Stock transaction cannot be unposted.

    • In Distribution SX.e:

      • A sales order is created for the SRO and is set to the Ordered stage.
      • The sales order includes separate lines for materials, components, miscellaneous items, and labor from the SRO transactions.
      • A return order line is also created for the Line Return to Stock transaction, with a quantity of -1.
      • The shipped quantities for all order lines (except the return line) are updated to match the associated ordered quantity. The shipped quantity for the return line remains zero.
      • The Reason Code field value is set to ISM Refurbish, for the return order line, only if the Line Return To Stock Reason field value is set to ISM Refurbish, on the SA Administrator Options - Integrations - Service Management screen.
  12. Click Close SRO on the Service Orders form, to close the SRO after refurbishing is completed. The Service Order Close Utility form is displayed, wherein the required information can be specified.

    See Closing a Service Order.

  13. Select Commit.
    Note: By default, the Preview option is selected.
  14. Click Process. The SRO is closed without invoicing, as the SRO is created for internal customers and is not billed.
    Note: 

    In Distribution SX.e:

    • The sales order is updated to the Shipped stage.
    • A back order is created with the suffix -01 and is set to the Shipped stage.
    • The back order includes the return order line with a shipped quantity of -1.
    • The price of each order line remains zero, on the sales and back orders.
    • The unposted SRO transactions are added as back order lines and closed as Lost Business orders.

    • For sales orders with serialized items, these actions must be manually performed:

      • Assign the serial number
      • Ship the order
      • Invoice the order
      • Assign the refurbished serial item to the back order
      • Ship the back order to return the inventory
  15. Run the OE Entry Processing Invoice Processing report in Distribution SX.e.

    After the report is generated:

    • The sales and back orders are moved to the Paid stage.
    • An invoice journal is created and linked to the orders. The credits and debits details of the journal can be viewed on the Invoice Journal screen.
    • The average cost of the product is updated with the cost of the refurbished item. The updated average cost can be viewed on the Warehouse Product Setup screen.
    • Refurbished and new items are usually maintained separately in inventory to distinguish average costs.