1. Open the 'Mass Return from Mfg' screen in Epicor
  2. Enter the job number, and the date to return the material.  If you can, use the same date the parts were over-issued to the job
  3. Click the 'Include Subassemblies' and 'Include Subassemblies Overrun' checkboxes
  4. Click the Return button.  Once the return list shows you can proceed
  5. Move the 'Qty Returned' column to the far left.
  6. Right click in the sheet area, and choose Copy To Excel.
  7. Once the excel sheet is open, replace the 0 in the 'Qty Returned' with a formula, teh 'Prev Issued' minus the 'Qty Req To Issue' quantities.  this will calculate the quantity being returned.
  8. Copy the formula all the way down to the bottom of the sheet
  9. Select the entire first column, NOT including the column header, only the numbers, and use Ctrl+C to copy the data
  10. Make sure the first row of the Epicor sheet is selected, by looking for the arrow to the left of the row.  If it is not selected, click where the arrow is showing below ti select the row.
  11. Right click, and select Paste Update so all of the numbers you have copied will be entered int the first column to set the amount to return for each line. This process can take a couple of minutes, depending on how many lines there are.
  12. Once all of the data has been pasted, scan down the sheet to make sure the numbers to return are correct. You can see in the screenshot below where I have highlighted the columns I check.
  13. Click the 'Save' icon at the top of the screen to return the part quantities entered.
  14. If you see an error about the earliest apply date, you have 2 choices, you can either have accounting temporarily change the earliest apply date to allow the entries, or change the date on the first page to a date after the Earliest Apply Date allowed.
  15. Once the process finishes, you should have all of the extra parts returned.  You can look at the Part Transaction History of a few of the parts to make sure.  The 'Prev Issued' column should now match the 'Qty Req to Issue' column. on the Epicor sheet.
  16. If you see 2 entries for the same part in the Part Transaction History tracker, sort the sheet by part number to make sure there are 2 lines  for the same part on the Job.
  17. Close the screen.