Default Values for RMA Receipts Entry

Default Values for RMA Receipts Entry - Fields

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Next RMA No.

Enter the next RMA number to use. The value in this field defaults from the selection made in RMA Options. The RMA number entered in this field overrides that setting and appears as the entry default in RMA Receipts Entry. This value can be saved as the default next RMA number for the current data entry session only.

Receipt Date

Enter a receipt date, or click the Calendar button to select a date from the calendar. The value in this field defaults from the RMA current accounting date. The date entered in this field appears as the default value in RMA Receipts Entry. This value can be saved as the default receipt date for the current data entry session only.

RMA Date

Enter an RMA date, or click the Calendar button to select a date from the calendar. The date entered in this field appears as the default value in RMA Receipts Entry. This value can be saved as the default RMA date for the current data entry session only.

Apply Restocking Charges

Select this check box to set the default value for the Apply Restocking Charges check box in the RMA Receipts Entry window. If this check box is selected, restocking charges are automatically calculated for each item in RMA Receipts Entry using the restocking method assigned to each item in Inventory Management Item Maintenance. Changing this field does not affect the restocking charges for existing RMAs. Clear this check box if you do not want to automatically calculate restocking charges. This value can be saved as the default for the Apply Restocking Charges check box in RMA Receipts Entry for the current data entry session and future data entry sessions.

Inspect on Receipt

Select this check box to set the default for the Inspect on Receipt check box in the RMA Receipts Entry window. If this check box is selected, the returned item must be inspected when it is received by the warehouse. A message will print on the header of the RMA receiver document and when the RMA is entered in the RMA Receipts Entry window, a warning message appears. Clear this check box if you do not want to require items to be inspected when they are received. This value can be saved as the default for the Inspect on Receipt check box in RMA Receipts Entry for the current data entry session and future data entry sessions.

Return To

Enter a default return-to address code to appear in RMA Receipts Entry, or click the Lookup button to list all return-to address codes. This value can be saved as the default return-to address code in RMA Receipts Entry for the current data entry session and future data entry sessions.

Return Via

Enter a return shipping code that represents the shipping method to be used by the customer when returning items, or click the Lookup button to list all shipping codes. The entry in this field defaults from RMA Options. The entry made in this field overrides that setting and appears as the default value in RMA Receipts Entry. Specifying a default return via value in this field can be useful if you want the customer to use a specific carrier when returning goods. This value can be saved as the default return via method in RMA Receipts Entry for the current data entry session and future data entry sessions.

Entry Sample

MAIL

Return Reason

Enter the default return reason code to appear in the Return Reason field in the RMA Receipts Entry window, or click the Lookup button to list all return reason codes. The selection in this field defaults from RMA Options. This value can be saved as the default return reason in RMA Receipts Entry for the current data entry session and future data entry sessions.

Entry Sample

DEFECTIVE

Customer Return Action

Select the default value to appear during data entry in the Customer Action field in the RMA Receipts Entry window. The selection in this field defaults from RMA Options. This value can be saved as the default customer return action in RMA Receipts Entry for the current data entry session and future data entry sessions.

Select None to manually enter the Customer Action field during data entry.

Select Credit if the customer returns an item and wants a credit on account or the return amount applied to their credit card. If Credit is selected, a credit memo is generated in Sales Order Invoice Data Entry to return the item to stock or scrap and to credit the customer's account or credit card.

Select Replacement if the customer returns the item for replacement by the same or a different item. If Replacement is selected, a sales order is generated in Sales Order Entry to ship and bill the replacement item to the customer, and a credit memo is generated in Sales Order Invoice Data Entry to return the item to stock or scrap, and credit the customer's account or credit card.

Select Repair if the customer returns the item for repair.

Item Return Action

Select the default value to appear in the Item Action field during data entry in the RMA Receipts Entry window. The selection in this field defaults from the RMA Options window. This value can be saved as the default item return action in RMA Receipts Entry for the current data entry session and future data entry sessions.

Select None to require that the item action be manually entered during data entry. Select this option if you require returns to be inspected during receipts entry.

Select Stock if the item is being returned to a return warehouse, or the original selling warehouse.

Select Scrap if the item is being returned to the scrap warehouse.

Select Repair if the item is being returned to the warehouse.

Note Repair is available only if the Track Items through Inventory check box is selected in the RMA Options window.

Vendor Return Action

Select the default value to appear in the Vendor Action field in the RMA Receipts Entry window. The selection in this field defaults from the RMA Options Entry window. This value can be saved as the default vendor return action in RMA Receipts Entry for the current data entry session and future data entry sessions.

Select None to manually enter the Vendor Action field during data entry.

Select Credit if you are returning the item to the vendor for credit. If Credit is selected, a return order is generated in Return of Goods Entry to return the item to the vendor for credit.

Select Replacement if you are returning the item to the vendor for replacement by the same or a different item. If Replacement is selected, a return order is generated.

Note This field appears only if the Purchase Order module is integrated with Return Merchandise Authorization.