The Return Material Authorization module notifies receiving to expect a return from a Customer. The authorization also allows for reworking/replacing the order so that the user doesn’t have to go to another screen to create a Sales Order. Once the RMA is received, a Credit Memo automatically forwards to the Accounting Accounts Receivable Credit Memo module where it can be viewed and printed.
To obtain the Credit Memo Reports within the Web, select the WEB Print button from the ManEx action buttons at the top
of the screen. For further detail on How the Reports work
within the Web refer to Article #5477.
Note: In order to access the Reports
within the Web the Company Root URL must be setup within the System Appearance module and user must be linked to web within the System Security Module.
Select the Report Type: CREDIT MEMO - A List of Reports will be displayed that are available on the Web
for Credit Memo
To view the Credit Memo created in the Return Material Authorization module, use the Find procedure.
To obtain the Credit Memo reports, select the Print button from the ManEx action buttons at the top of the screen
The following reports screen
will display a list of reports that are available on the ManEx Desktop:
Highlight the report and depress the option tab.
Credit Memo Displayed
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Selecting the “Single Credit Memo” radio button and depressing the OK button, will print the Credit Memo that is open within the Credit Memo Module, or being displayed in the CM Number. User has the option to enter in any CM number they wish to view or Print.
If you want the ship to information displayed on the Credit Memo form check the "Display Ship To on Credit Memo" box.
Depress the Ok button.
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Selecting the "Select Credit Memo from the List" will display a list of all Credit Memo's based on the Printed or Unprinted selection.
Select the appropriate Radio button to list "Unprinted CM" or "Printed CM" to select from. Highlight the Credit Memo(s) of interest and depress the > button. Your selection will appear in the right hand box. If you want all of the Credit Memo’s, depress the >> button.
If you want the ship to information displayed on the Credit Memo form check the "Display Ship To on Credit Memo" box.
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The following report will be displayed:
Credit Memo Summary Report:
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Select the appropriate Starting and Ending Date Range.
Enter a Customer Name (if all customers are desired leave * as default)
Depress the OK button
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The following report will be displayed:
Credit Memo Register Report:
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Enter the Starting and Ending Date Range.
Depress the OK button.
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The following report will be displayed:
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