Return a leased enterprise asset

Return a leased enterprise asset to the asset vendor before the corresponding lease contract expires.

始める前に

Before you can proceed with returning a leased enterprise asset, you must complete the Planning task for the associated lease contract. See Complete the Planning task for an expiring enterprise asset lease contract for detailed instructions.

Role required: sn_eam.enterprise_admin or sn_eam.enterprise_asset_manager

注:

The sn_eam.enterprise_asset_technician role can also perform the Collection, Preparation, and Shipment tasks. However, this role can perform these tasks only through the Lease-end tasks Quick links card that is available on the Enterprise asset overview.

手順

1. From the Enterprise Asset Workspace, open the Contract and lease management view.
2. On the Lease-end assets tab, select the lease contract for the enterprise asset that you want to return.
   The lease contract record opens.
3. Complete and close the Collection task for the lease contract.
   To successfully complete and close this task, you must collect the enterprise asset that you want to return.
   1. On the Contract Asset Tasks tab of the lease contract record, select the task number for the Collection task.

      Alternatively, select the task number that is displayed in the Current task field of the lease contract record header.

      
      The Collection task opens.
   2. On the Details tab of the Collection task, fill in the fields.

      表 : 1. Details tab

      Field	Description
      Contract Asset Task
      Number	Task number that is used to identify and track the Collection task. This field populates automatically.
      Contract	Lease contract that the task is associated with. This field populates automatically.
      Asset	Enterprise asset that is associated with the lease contract. This field populates automatically.
      Location	Current location of the associated enterprise asset. This field populates automatically.
      State	State of the task.
      Assignment group	Group to which the task is assigned.
      Assigned to	User to which the task is assigned.
      Work notes list	Users who receive notifications when work notes are added to the task.
      Short description	Brief description of the task.
      Description	Detailed description of the task.
      Asset collection
      Asset collected	Option that indicates if the associated enterprise asset was collected for return. If you select Yes, the Stockroom field appears next to the Asset collected field. In the Stockroom field, search for and select the stockroom that the associated enterprise asset was collected from. If you select No, the Action change field appears next to the Asset collected field. In the Action change field, select an option to change your lease action to either an enterprise asset buyout or lease contract extension.
      Notes
      Work notes	Notes about the task that are visible to all users within your organization.

   3. Select Close Task.
      The Collection task automatically closes with an updated state of Closed Complete.

      If you set the Asset collected field to Yes, the Substate field changes to Pending transfer in the asset record for the associated enterprise asset.

      If you set the Asset collected field to No, proceed with one of the following options:

      • If you changed your lease action to an enterprise asset buyout, proceed to Buy out a leased enterprise asset.
      • If you changed your lease action to a lease contract extension, proceed to Extend the lease contract for an enterprise asset.
4. Complete and close the Preparation task for the lease contract.
   To successfully complete and close this task, you must prepare the enterprise asset for return.
   1. On the Contract Asset Tasks tab of the lease contract record, select the task number for the Preparation task.

      Alternatively, select the task number that is displayed in the Current task field of the lease contract record header.

      
      The Preparation task opens.
   2. On the Details tab of the Preparation task, fill in the fields.

      表 : 2. Details tab

      Field	Description
      Contract Asset Task
      Number	Task number that is used to identify and track the Preparation task. This field populates automatically.
      Contract	Lease contract that the task is associated with. This field populates automatically.
      Asset	Enterprise asset that is associated with the lease contract. This field populates automatically.
      Location	Current location of the associated enterprise asset. This field populates automatically.
      State	State of the task.
      Assignment group	Group to which the task is assigned.
      Assigned to	User to which the task is assigned.
      Work notes list	Users who receive notifications when work notes are added to the task.
      Short description	Brief description of the task.
      Description	Detailed description of the task.
      Notes
      Work notes	Notes about the task that are visible to all users within your organization.

   3. Select Close Task.
      The Preparation task automatically closes with an updated state of Closed Complete.
5. Complete and close the Shipment task for the lease contract.
   To successfully complete and close this task, you must ship the enterprise asset back to the asset vendor.
   1. On the Contract Asset Tasks tab of the lease contract record, select the task number for the Shipment task.

      Alternatively, select the task number that is displayed in the Current task field of the lease contract record header.

      
      The Shipment task opens.
   2. On the Details tab of the Shipment task, fill in the fields.

      表 : 3. Details tab

      Field	Description
      Contract Asset Task
      Number	Task number that is used to identify and track the Shipment task. This field populates automatically.
      Contract	Lease contract that the task is associated with. This field populates automatically.
      Asset	Enterprise asset that is associated with the lease contract. This field populates automatically.
      Location	Current location of the associated enterprise asset. This field populates automatically.
      State	State of the task.
      Assignment group	Group to which the task is assigned.
      Assigned to	User to which the task is assigned.
      Work notes list	Users who receive notifications when work notes are added to the task.
      Short description	Brief description of the task.
      Description	Detailed description of the task.
      Shipment
      Carrier	Shipping carrier through which you shipped the associated enterprise asset.
      Ship date	Date on which you shipped the associated enterprise asset.
      Tracking number	Tracking number that enables you to track the status and location of the shipment.
      Notes
      Work notes	Notes about the task that are visible to all users within your organization.

   3. Select Close Task.
      The Shipment task automatically closes with an updated state of Closed Complete.

      In the asset record for the associated enterprise asset, the State field changes to In transit.

6. Complete and close the Return confirmation task for the lease contract.
   To successfully complete and close this task, the asset vendor must confirm if they received the enterprise asset that you returned. The asset vendor must also inform you of any settlement payouts that you are receiving for the returned enterprise asset.
   1. On the Contract Asset Tasks tab of the lease contract record, select the task number for the Return confirmation task.

      Alternatively, select the task number that is displayed in the Current task field of the lease contract record header.

      
      The Return confirmation task opens.
   2. On the Details tab of the Return confirmation task, fill in the fields.

      表 : 4. Details tab

      Field	Description
      Contract Asset Task
      Number	Task number that is used to identify and track the Return confirmation task. This field populates automatically.
      Contract	Lease contract that the task is associated with. This field populates automatically.
      Asset	Enterprise asset that is associated with the lease contract. This field populates automatically.
      Location	Current location of the associated enterprise asset. This field populates automatically.
      State	State of the task.
      Assignment group	Group to which the task is assigned.
      Assigned to	User to which the task is assigned.
      Work notes list	Users who receive notifications when work notes are added to the task.
      Short description	Brief description of the task.
      Description	Detailed description of the task.
      Return details
      Return confirmation	Option that indicates if the associated enterprise asset was returned successfully. To complete the Return confirmation task, you must set this field to Yes.
      Settlement	Option that indicates if you are receiving a settlement payout for the enterprise asset that you returned. If you select Yes, the Settlement amount field appears below the Settlement field. In the Settlement amount field, enter the total amount of money that you are receiving from the settlement payout. The Enterprise Asset Management application can then use this information to automatically create a purchase order and purchase order line for the settlement payout. 注: You can set the Settlement amount field to any currency of your choice.
      Notes
      Work notes	Notes about the task that are visible to all users within your organization.

   3. Select Close Task.
      The Return confirmation task automatically closes with an updated state of Closed Complete.
7. If you set the Settlement field to Yes in the Return confirmation task, complete and close the corresponding Return settlement task.
   To successfully complete and close this task, the asset vendor must reimburse you the amount that was specified in the settlement payout.
   1. On the Contract Asset Tasks tab of the lease contract record, select the task number for the Return settlement task.

      Alternatively, select the task number that is displayed in the Current task field of the lease contract record header.

      
      The Return settlement task opens.

      注:

      Aside from the State field, all editable fields in the Return settlement task are pre-populated based on the corresponding fields that you filled out in the Return confirmation task. The Purchase order and Purchase order line fields are pre-populated with the purchase order and purchase order line that the Enterprise Asset Management application automatically created for the settlement payout in step 7.
   2. In the Return details section of the Details tab, select the Open Record icon () in the Purchase order field.
      The purchase order record opens.
   3. Select Order.
   4. After the page reloads, select Receive.
      The form closes and you automatically return to the purchase order record, which now has a status of Received.
   5. Close the purchase order record to return to the Return settlement task.
   6. Select Close Task.
      The Return settlement task automatically closes with an updated state of Closed Complete.

タスクの結果

After you successfully return the leased enterprise asset, the State and Substate fields change to Retired and Lease Return in the corresponding asset record.