Hi @Kevin_JPS. I agree that this is a problem and have posted an suggestion in the ideas section of the community, COMMUNITY-I-570. As I see it, the basic problem is that you want a job that will remove the defective item and add back its replacement. This capability, to my knowledge, doesn't exist. What we do is delete the equipment item from the original job, thus adding it back to the warehouse location referenced on the item. This isn't a problem if the job hasn't been exported, but if it has, it may mess up the synch between ST and Quickbooks. In any event, we then create a warranty return to return the defective unit to the manufacturer/distributor. Finally, we will create a new job in the same project to add the warranty replacement. We do it as a new job so techs can charge time to it. Anyway, take a look at the idea referenced above and, if you like, vote for it. If you can enhance the idea with your own suggestions, by all means add them.
Mike M CPA & Operations in KC, (go Chiefs)
