Partial Returns

When a customer orders more than one unit of an item and then returns the items at different times, you can process each return separately. This process is handled differently based on the Transfer Posting setting in Rental Setup.

To process partial returns with Transfer Posting = Transfer Order

On the Shipment Transfer Order line, you assign the serial numbers to be returned by choosing Line > Item Tracking Lines > Shipment in the Lines FastTab. The same process is used for the partial returns.

  1. Open the shipped Rental Contract and fill in the Rental Return Date and Return Qty. to Receive fields for the partial return.
  2. On the Home menu, choose the Create Return Transfer Orders action.
  3. Close the message and then choose the Transfer Orders action.
  4. Open the return transfer order.
  5. On the Lines FastTab, enter the number of items that are being returned in the Quantity field.
  6. If the item/machine is serial tracked:
    1. Choose Line > Item Tracking Lines > Shipment on the Lines FastTab.
    2. On the line(s) NOT to be returned, enter 0 in the Quantity (Base) field.
    3. Choose the Close button.
  7. Turn on the Direct Transfer toggle.
  8. On the Home menu, choose the Post action.
  9. Close the message and go back to the Rental Contract.
  10. Notice that the Return Qty. to Receive field shows the number of items that have not been returned and the Return Qty. Received shows the number that you just partially returned.
  11. Repeat steps 1-9 for any other partial returns; process as normal for full returns.

To process partial returns with Transfer Posting = Item Journal

When processing a partial return using the Item Journal, you must assign the serial numbers using the Set to receive action in the Rental Status Lines page.

  1. Open the shipped Rental Contract and fill in the Rental Return Date and Return Qty. to Receive fields for the partial return.
  2. If the item/machine is serial tracked:
    1. Choose Line > Related Information > Rental Status Lines on the Lines FastTab.
    2. For each line to be returned, select the line and then choose the Set to receive action.
      The To Receive checkbox is selected on the selected line(s).
    3. Go back to the Rental Contract.
  3. On the Home menu, choose the Post action.
  4. Choose the Post Return option and then choose the OK button.
  5. Notice that the Return Qty. to Receive field shows the number of items that have not been returned and the Return Qty. Received shows the number that you just partially received.
  6. Repeat steps 1-4 for any other partial returns.
Notă

If processing a full return of serial tracked items after a partial, you do not need to run the Set to receive function.

To view partially returned items in rental invoice

When partial returns are posted to a Rental Contract during an invoicing period but prior to invoicing, each partial return is shown on the invoice with the individual prorated price of each return.

Example

Three units of an item with a price of 100 were shipped on April 1. The invoicing period is the duration of April, but the customer returns one on April 10, one on April 20, and the last one on April 30.

If the invoice is processed after the returns, there are three lines with the following prorated prices:

Rental Date Range Quantity Unit Price
4/1/2022 - 4/10/2022 1 33.33333
4/1/2022 - 4/20/2022 1 66.66667
4/1/2022 - 4/30/2022 1 100.00

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