You can create a purchase order to receive a returned item, which enables you to take advantage of system processes such as receipt routings, warehouse puts, and quality inspections. You can also create a sales order to ship a replacement inventory item to a customer or create a credit order to issue a credit for the return.
Substitute parts wherever parts numbers are involved reservation, shipping, receiving, balancing, backorder fulfillment, and so on. A computer company sells a laptop computer with a six-month warranty to customer Customer calls three months later because the laptop computer is broken.
The computer company creates an RMA, which automatically creates a sales order and purchase order. The company uses the sales order to ship out a new computer and the purchase order to track the receipt of the broken computer. The computer company's policy to not bill the customer if the broken computer is received within 20 days. After 20 days, the customer is billed for the new computer.
The customer returns the broken laptop computer within 20 days, so the sales order is canceled when it is ship confirmed. This example provides a single tracking transaction and allows the company to relate a sales order and purchase order to the transaction for reference. You can enter RMA default information for purchase orders, credit orders, and sales orders.
When you enter an RMA from a service order, the system retrieves the service provider information from the service order. The system retrieves the address book information from the Work Order Master File table F that is created when you enter a service order.
When you enter an RMA directly from the menu, the system does not provide the service provider. The system uses the Ship To address as the default value for the customer. You define the order for the system to search for default values based on the RMA information. The system uses a hierarchical search method, from most specific to most general. When the system finds a match, it stops searching for default values. Enter a value for the attribute of a service provider that enables the end user to group the service provider into logical groups, such as regional, type of service provided, and billing arrangements.
This field appears on the purchase order detail line that is created from the RMA. Enter the area in the warehouse where you receive inventory. Specify the version of the Purchase Order Entry program P that the system uses to create a purchase order.
Enter the value that the system uses to calculate the promised delivery for the returned inventory item number. Enter the shipping location on the sales order that is created from the RMA. If you leave this field blank, the order detail line is soft committed to the primary location. If a location is specified, the order detail line appears as hard-committed to that location and the Item Location table F is updated accordingly. Specify the version of the Sales Order Entry program P that the system uses to create the sales order.
To include fields in the hierarchical search, complete the field with a value of Y. An RMA is an authorization from the supplier for the customer to return inventory for credit, replacement, or repair. This group of programs assists the user in managing the return of inventory by inventory item numbers.
Enter RMA information to manage the return of inventory items for credit or repair. If a customer calls with a defective item claim, you can use the RMA programs to:. If necessary, the consultant can also enter a service order for repair of the returned item. Additionally, you can use the RMA process to ship replacement items to a customer, service provider, or technician if a service order is referenced in the header of the authorization.
When you enter the return material authorization, the system creates a record in the Return Material Authorization table F You can enter information for purchase orders or sales orders. You also can select which types of orders the system generates and enter information for those orders by choosing the appropriate options. The system uses the value of the Use Taxed Prices check box of the first order selected from the Sales Ledger program to determine if the credit order uses taxed prices.
If you enter a sold to or ship to customer, the system specifies a default value in the Use Taxed Prices check box based on the setup in the system constants. The system uses the internal tax date from the original order, when both sales orders use taxed prices. If you enter a credit order from history that has taxed prices but the original order does not have taxed prices, the system reviews a processing option in the Sales Ledger program that specifies if the system uses the invoice date from the original sales order on the new sales order.
If the processing option is set to use the invoice date, the system assigns the internal tax date from the invoice date of the original sales order. If the processing option is not set to use the invoice date, the system uses the date from advanced preferences or the requested date.
You can specify whether the system uses the original price for the new taxed unit price on the sales order. When you enter credit memos, you are creating a reversal for an existing sales order. This action creates a negative amount for the sales order.
When you create a credit memo, the system displays order history information from the S. Detail Ledger File table F from which you can select entire orders or order detail lines. You can create credit memos from order or order detail line combinations. As you select an order or order detail line, the system pulls the information from the Sales Ledger Inquiry program P to the Return Material Authorization Revisions program P When you close the P program, you can review the credit information.
When you create a credit memo, the system accesses S. O Detail Ledger File table F for order history information. To delete the credit information after you have created a credit memo, you cancel the detail lines on the Returned Materials Authorization Revisions form. If you have incorrectly selected a line or order to create a credit memo, but you have not yet created a credit order, you can clear the credit information. Verify that you have purchased and installed these systems.
You must have installed these systems to be able to use the Work with Return Material Authorization program P :. Ensure that you set the status code processing options so that the P program retrieves only orders that have been invoiced. How does an RMA work?
Both parties can decide how to deal with it, which could be refund, replacement or repair. These may include the merchandise being in a certain condition usually resellable if not defective , no more than a certain amount of time having passed since the purchase, and sometimes that identification be provided though usually only if a receipt is not provided.
In some cases, only exchanges or store credit are offered, again usually only without a receipt, or after an initial refund period has passed. Some retailers charge a restocking fee for non-defective returned merchandise, but typically only if the packaging has been opened.
While retailers are not usually required to accept returns, laws in many places require retailers to post their return policy in a place where it would be visible to the customer prior to purchase.
In certain countries, such as Australia, consumer rights dictate that under certain situations consumers have a right to demand a refund.
These situations include sales that relied on false or misleading claims, defective goods, and undisclosed conditions of sale. There are various reasons why customers may wish to return merchandise. Your choices will not impact your visit. I agree to receive cookies.
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