Sales > RMA > RM-D Disposition RMA

RM-D Disposition RMA

Purpose of Program

Use this program to select the disposition of the items returned and generate Sales or Service/Repair orders as applicable.

General Program Operation

Enter the RMA number and for each line, confirm the quantity received. Lot or Serial information can be entered at this time as applicable. Update the information such as original Invoice and Sales Order number, reason for return and warranty status for each line as needed and then select the disposition. If it is a multiple line return, the program will prompt whether all lines will have the same disposition.

Issue Credit Memo (CM)

If Return for Credit is selected, the program will prompt for the amouint of the credit and create a credit Sales Order for a negative quantity the Non-Inventory Item defined as the RMA Credit Item number in SD-T Service Repair & RMA Defaults or add a negative line to the original order. Further processing of the return will then use the standard Sales Order invoicing procedure.

Issue Replacement Order

If Ship Replacements is selected, the program will create a no charge Sales Order for a replacement items or add a line to the original Sales Order. Further processing of the return will then use the standard Sales Order invoicing procedure. If both Credit Memo and Replacement Order are selected, the amount of the credit memo will be divided by the number of pieces and used as the unit price on the replacement order. If the Replacement Order is selected prior to the receipt of the returned items, the Replacement order will be created with a price and the RMA will remain open to process any customer credit once the return is received. The immediate replacement order will be able to be placed for the item on the RMA or its refurbished alternative.

Issue Service and Repair Order

If this is selected, the program will convert the RMA to a Service/Repair order. Further processing of the return will then use the standard Service & Repair module. The Work Order generation can be selected on this screen.

Return to Stock

If Return to Stock is selected, the program will create a credit Sales Order for a negative quantity of the returned items and include a line for Restocking Charge as indicated in SD-T Service Repair & RMA Defaults as either a flat fee or percentage of the return amount. Further processing of the return will then use the standard Sales Order invoicing procedure.

Return Item for Rework

If Return for Rework is selected the returned item will be reworked and put into stock for future shipment, either under the original part number or the part number designated as the Refurbished Item. This can be selected in conjunction with issuing a credit memo.

Return Item for Repair

This will automatically be selected if Issue Service and Repair Order is selected. It is not otherwise available.

Scrap Item

This will prompt whether to scrap the item in-house or scrap by customer and can be used in conjunction with a Credit Memo if the returned item is within a warranty period.

Create Work Order

This option is available if Return for Rework or Return for Repair has been selected. Once you select the Create Work Order, if Return for Rework was selected you will be given to option to use the original part number meaning it can be reworked to original condition or to use the part number for the refurbished item as defined in IN-B Enter Inventory

Close RMA, No Further Recourse
This will simply close the RMA