Enter Inventory Mgt/RMA Receiver Module

The following screen will appear:

To find an RMA receiver, depress the Find action button.  The following selection screen will appear:

Find RMA Receiver by RMA Receiving Number If you choose to find an RMA Receiver by the RMA Receiving Number, depress that selection and the following screen will appear: Type the RMA Receiving Number into the red box or highlight your selection and double click.

Find RMA Receiver by Customer If you select to find the RMA Receiver by Customer, a list of customers will appear: Type the Customer Name into the red box or highlight and double click.
A list of RMA receivers for that customer will appear: Type the RMA Receiving Number into the red box or highlight the selection and double click.

Find RMA Receiver by RMA Order Number If you decide to find the RMA Receiver by the RMA Order Number, a list of RMA Orders will appear: Type the RMA Order number into the red box or highlight your selection and double click
A list of RMA receivers will appear: Type the RMA Receiving number into the red box or highlight your selection and double click.

Once the Find operation has been completed, the found RMA Receiver will populate the screen. 

Enter Inventory Mgt/RMA Receiver Module

The following screen will appear:

To add a new RMA Receiver, depress the Add record action button. The following selection list will appear: 

Type the RMA Order Number into the red box or highlight your choice and double click.  Information from the RMA Management module will appear once you enter your password, as shown below:

RMA Receiving Tab

Depress the down arrow to select the appropriate ship from address.

Edit the RMA Receiving Date, if desired.

Depress the down arrow to select the appropriate customer contact, Ship Via, Freight, or FOB.

Enter the amount of freight, if desired.

Enter the number of the Waybill, if desired. 

 All other fields will be defaulted in.

Depress the RMA Receiver Detail Tab.   The following screen will appear:

Depress the Add RMA order item(s) button.  A list of products, etc. pertaining to the RMA selected will appear:

 

Enter the Received Qty and depress the OK button, and the following screen will appear:

Type the Serial Number to be received into the Receiver Serial No box (if it doesn't exist in the system, System will prompt user if they wish to add serial # and the SN will be created). Or, select the Serial Number(s) being returned by highlighting and depressing the > button. For multiple serial numbers, hold the CTRL key down while highlighting.  If you want to include all Serial Numbers, depress the >> button.

Depress the OK button.  The Serial Number Entry box will update.

Rework Work Order Serial Numbers

When a Rework Work order is established for a serialized product, the user may select existing serial numbers that are in inventory (finished goods) that are to be reworked. Rework Work Orders will not accept new serial numbers.  When a serial number is placed in the Rework Work Order, the serial number must exist in finished goods, and the number of serial numbers transferred to the Work Order must equal the quantity of assemblies for the Work Order.  The part number for the serial number that is moved into the Rework Work Order does not need to be the same part number and revision as the Work Order.  Thus, if a user wants to upgrade part number 123 rev A to part number 123 rev B, they can transfer the parts to the Work Order and identify the serial number transferred.  Parts may also be changed to a new part number:  Example:part number 123 rev A can be placed in a Rework Work Order for part number 234 rev C.  The only condition is that the quantity and number of serial numbers must match.

You may enter an item Note, if desired.

The completed screen will look like this:

Depressing the Note tab will bring up the following screen:

The credit memo reason will display as referencing the RMA number.  You may add to the Credit Memo Reason, if you wish.

You may add an RMA note or an RMA Receiver Note, if desired.

When RMA is complete.  Depress the Save record action button to save changes, or depress the Abandon changes button.

If you depress the Save record action button, the following message will appear:

To continue the save, depress the Yes button. 

You may not change anything on this screen.

Note: The user can not kit a Rework Work Order. The user may only pull the shortage. Please refer to the Kitting, Allocating &  Shortage Management article.

Note:  If the RMA line number for the negative (returning) item is placed on administrative hold, then receiving will not be able to receive in the parts until it is cleared. 

Credit Memo