Managing core return from internal WO

A returned core is registered against the work order with a costing impact.

As this is an internal process with no external customer involvement, no credit invoice is involved.

The cost is based on:

• The condition of the returned core.
• Whether the core is returned late according to the agreed time in the core terms. Note that no differentiation exists between internal customers and external customers when selecting core terms.

All core transactions are updated in the core entitlement table (MITCEN) and can be viewed in 'Core Entitlement. Open Toolbox' (MWS090).

A core entitlement is created between internal customer A and supplier X when customer A consumes a product from supplier X and the product includes a core charge. The core charge is not invoiced on internal work orders. Customer A then undertakes to return the core to supplier X to lower the work order cost. This process has a similar impact to returning material from a work order to stock.

You must define the settings described in and .

You must enable the 'Enable core ret' parameter in 'Customer Return. Open' (OIS390) on the P panel.

1. Receive core

   When you create the work order with an exchangeable item, a core entitlement is automatically created in the MITCEN table and can be viewed in (MWS090). The core entitlement is created with reference to the work order by using order category 611 and the order number equals the work order number.

   When the internal customer returns the core, for example, from a service workshop technician to the core parts department, create a return record from (MWS090) by using related option 13='Create Core Return'.

   On the return record, specify the warehouse in which to create the return and the item to return. You can overwrite the default values on (OIS390/E) panel for the return date, reason for return, and other fields. These values are derived from 'Settings - Customer Returns' (OIS399).

   When 'Customer Return. Open Lines' (OIS391) opens, edit the returned record. Select a stock location for inspection of the core, specify the returned quantity, and specify the actual return date. The stock location must be of status 1-'Under inspection'.

   A temporary lot/serial number is automatically created for the initial receipt. The final lot/serial number is set during inspection reporting.

   The MITCEN table is updated with the return date and can be viewed in (MWS090).

2. Create inspection document or work order

   Optional: The returned core must be inspected to determine its condition. For more complex components that must be disassembled before inspection, create a maintenance work order for a more thorough inspection.

   Create a work request by selecting related option 14 in (OIS391) to display 'Work Request. Open' (MOS170). In (MOS170), specify the service needed for the inspection and create the required work request.

3. Report condition of returned core

   The inspection result of the returned core determines the attribute used when you create a customer credit in 'Customer Return. Display Inspection Result' (OIS392).

   Within (OIS392), specify the put-away location, lot/serial number, and, if applicable, a container number if packaging is used. The location must be of status 3-'Rejected'. The lot/serial number can be generated automatically based on the core policy settings.

   After you close the screen, 'Attribute Value. Connect to' (ATS101) opens. Record the inspection result as an attribute value against the applicable attribute identity. If no attribute errors exist, close the screen to confirm.

4. Create credit order

   When the component is delivered and inspected in (OIS392) and the status is 33, create a credit order by selecting F14='Update' in 'Customer Return. Create Crediting' (OIS393).

   You can create a credit order only after the condition of the returned core is determined.

   As this is an internal process, this step does not create an actual credit order. Instead, this step updates the related work order with a material return line. The cost is equal to the inventory cost after the final inspection.

   The MITCEN table is updated further, but not yet settled.

5. Create account entries

   Accounting transactions are generated.

6. Work order closure

   The work order closure process ensures that the MITCEN table is updated with status settled.