RMA
No.
Enter the return merchandise authorization
(RMA) number to add or maintain, or click the Lookup button to list all
RMA numbers from RMA Entry.
Click the RMA Entries button to select a previously entered RMA receipt.
If you are entering a one-step RMA, click the
Next RMA No. button to accept the next automatically incremented RMA number.
Click the Memo button to view, create, or maintain
memos. The Memo button is available only if the appropriate memo type
has been set up in Memo
Manager Maintenance for this task. If a memo already exists for this
task, the Memo button appears yellow. If a memo does not exist, the Memo
button appears blue. For more information, see Memo
Maintenance.
Entry
Sample
Batch No.
If batch processing is enabled, this field
displays the current batch number and can only be viewed. This field is
available only if the Enable check box is selected for batch processing
in the module's Options window. For more information, see Batch
Entry.
Click the Batch Number button to select a batch
number from the list or to create a new batch number. Click the Transfer
Document button to transfer the current document to a different batch.
|
1. Header
|
|
Receipt
Date
Enter a receipt date, or click the Calendar
button to select a date from the calendar. By default, the RMA receipt
date displayed is based on the receipt date entered in the Default
Values for RMA Receipts Entry window.
Customer
No.
Enter the customer number for a one-step RMA,
or click the lookup button to list all customer numbers.
Alternately, start typing a customer name to
locate a record. As you type, a list of records matching your entry appears.
You can then select a record from the list, and the customer number will
appear in the field.
If you are receiving an existing RMA, the customer
number displays and cannot be changed.
-
If
divisions are set up in the Accounts Receivable module, the first
two characters entered must be a valid division number.
-
If
divisions are not set up and you enter ALL as a customer number, you
will not be able to enter a record for that customer in Line
Item Commission Maintenance.
-
If
the customer is on credit hold or has exceeded the credit limit established,
the Customer
Credit History window appears.
-
If
the Enable Bill To Customer Reporting and the Include Open Orders
in Customer's Credit Limit check boxes are selected in Accounts Receivable Options,
the open orders for the sold-to customers will be included when checking
the credit limit for the customer.
-
If
you enter a customer whose status is set to Inactive in Customer Maintenance,
a message appears warning that the customer is inactive and cannot
be used.
-
If
Purchase
Control Maintenance is enabled and Customer is selected in the
Select Items Based On field in Sales
Order Options, a message appears if you change the customer number
for a one-step RMA receipt with existing lines and Purchase Control
Maintenance records exist for the newly selected customer. Depending
on how security is set up, the following options are available:
-
Click
Yes to delete the lines with items that are not allowed.
-
Click
No to retain the lines with items that are not allowed (available
with the appropriate security setup).
-
Click
Override to enter a logon ID and password to override security (available
with the appropriate security setup).
-
Click
Cancel to change the customer number back to the original entry and
retain all lines.
Note Only replacement
items that differ from the original items are subject to purchase control
checking. Purchase control checking is performed only for one-step RMA
receipts, not for RMA receipts that reference existing
records created in RMA Entry.
Click the Next Customer Number button to accept
the next automatically incremented customer number. This button is available
only if the Auto Increment Customer Number check box is selected in Accounts
Receivable Options.
Type a new customer number to add a customer
using Customer
Maintenance (On the Fly). This task can be accessed only with the
appropriate security setup; some nonessential fields are omitted to speed
data entry. You can access Customer Maintenance
at a later time to complete the remaining entries for a new customer.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
This field is available only if
no line information has been entered for the RMA.
RMA
Date
Enter an RMA date for a one-step RMA, or click
the Calendar button to select a date from the calendar. By default, the
RMA date displayed is based on the RMA module date or the selection made
in the Default
Values for RMA Entry window.
Note The
RMA Date field cannot be cleared. Also, if you are receiving an existing
RMA, the date displays and can only be viewed.
RMA
Status
This field displays the RMA status and can
only be viewed. The status of an RMA is automatically updated as the RMA
is processed. A New RMA status appears when an RMA is first created. After
the customer RMA is printed, it is automatically assigned an Open RMA
status. RMAs manually placed on hold following credit-limit checking are
assigned a Hold status.
If a one-step RMA is entered, the status defaults
to 1 Step.
In Generate
Transactions, if an RMA is not completely received, a Partially Received
status is assigned. If the RMA has been completely received, a Received
status is assigned and the RMA is removed from the Return Merchandise
Authorization Entry file.
Note RMAs
with a Received status are updated to the RMA Receipts History files.
Return
Via
Enter the shipping method (for example, mail,
air freight, or truck) for the items on this RMA, or click the Lookup
button to list all shipping codes. The selection at this field defaults
from the selection made in the Default for Return Via field in RMA
Options.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
For more information, see Shipping
Rate Maintenance.
Return
To
Enter a return-to location code to automatically
enter the corresponding return address created in Return
To Address Maintenance, or click the Lookup button to list all return-to
location codes.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
Ship
To
Enter a ship-to location code to automatically
enter the corresponding shipping address created in Customer
Ship-To Address Maintenance. Click the Lookup button to list all ship-to
location codes. The location code selected identifies the address where
replacement/repaired items will be shipped.
The ship-to location code defaults from the
primary ship-to location defined in Customer
Maintenance.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
A new location code can be added on the fly.
The Customer
Ship-To Address Maintenance (On the Fly) window appears; some nonessential
fields are omitted to speed data entry. Access Customer Ship-To Address
Maintenance at a later time to complete the remaining entries for a new
code.
Note If Purchase
Control Maintenance is enabled and Ship-To State is selected in the
Select Items Based On field in Sales
Order Options, the system will perform purchase control checking if
you change the ship-to location code for a one-step RMA receipt with existing
lines that results in a change to the ship-to state. Only replacement
items that differ from the original items are subject to purchase control
checking. Purchase control checking is performed
only for one-step RMA receipts, not for RMA receipts that reference existing
records created in RMA Entry.
Click Copy Ship To on the Address tab to copy
the ship-to address information to the Bill To Address fields.
Confirm
To
Enter the name of the person to contact regarding
the RMA for the current ship-to address, or click the Lookup button to
list all contact codes. The primary contact from the Customer file displays
and it can be changed.
Comment
Type a comment relating to this RMA. The comment
typed can be printed on the customer RMA or the RMA receiver documents.
E-mail
Type the customer's e-mail address. Click the
E-mail button to launch your Internet e-mail application. This e-mail
address will default automatically to the To field of the e-mail. The
e-mail address from the Customer file displays and can be changed.
Fax
No.
Type the customer's fax number starting with
the area code. This fax number can be used when batch faxing the customer
RMA. The fax number from the Customer file displays and it can be changed.
Note The fax
number must include the area code to process a fax.
Inspect
on Receipt
Select this check box if the returned item
must be inspected when it is received by the warehouse. If this check
box is selected, a message prints on the header of the RMA receiver document.
When an RMA is selected that was previously entered in this task, a message
appears stating that the item must be inspected before a credit or replacement
can be processed. For one-step and pre-existing RMAs, INSPECT ON RECEIPT
displays in red on this window.
Clear this check box if you do not want to
require the item to be inspected when it is received.
Cross
Ship
This check box indicates the default value
for the CS check box on the Lines tab. For example, if this check box
is selected and Replacement is selected in the Customer Action field,
new lines will also have the CS check box selected. This check box can
only be viewed.
Note A
cross ship is a situation where the company sends out a replacement item
to the customer while, at the same time, the customer ships back the original
item to the company.
Apply
Restocking Charges
Select this check box to automatically calculate
restocking charges for each item using the restocking method. Clear this
check box if you do not want to automatically calculate restocking charges.
If you are receiving an existing RMA or modifying
an existing receipt, clearing this check box does not automatically clear
the restocking charges for items on the Lines tab. In addition, for existing
RMAs, if you select this check box, restocking charges are not automatically
recalculated and a message appears notifying you that changing this check
box will not affect the restocking charges within the lines.
Note Restocking
charges are administrative charges that may be charged to the customer
to return merchandise. These charges appear on credit memos to offset
the credit amount issued to the customer. If you normally charge restocking
charges, but want to wave these charges for a specific customer or RMA,
clear this check box.
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2. Address
|
|
Customer
No.
This field displays the customer number for
the RMA and can only be viewed.
Bill
To
Enter the bill-to customer number defined in
Bill
To Customer Maintenance or Bill
To/Sold To Maintenance. Click the Lookup button to list all bill-to
customer numbers.
Alternately, start typing a bill-to customer name to locate a record.
As you type, a list of records matching your entry appears. You can then
select a record from the list, and the bill-to customer number will appear
in the field.
This field defaults to the bill-to customer
if one is defined for the selected customer, and can only be changed with
the appropriate security setup.
-
If
Bill To is selected in the Default Address field in Bill To Customer
Maintenance or Bill To/Sold To Maintenance, the bill-to customer's
address will default to all the bill-to addresses fields.
-
If
the bill-to customer number is changed and Bill To is selected in
the Default Bill To Address Setting field in Accounts
Receivable Options, the new bill-to customer's address will populate
the bill-to addresses fields.
-
If
the bill-to customer is changed, a message appears prompting you to
recalculate the pricing. A warning message also appears when attempting
to change the bill-to customer to a sold-to customer.
-
If
you enter a bill-to customer whose status is set to Inactive in Customer Maintenance, a message
appears warning that the customer is inactive and cannot be used.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
This field is available only if the Enable
Bill To Customer Reporting check box is selected in Accounts Receivable
Options.
(Bill
To) Name
Type the bill-to name. This field
defaults to the bill-to customer's name based
on the setting selected in the Default Address field
in Bill
To Customer Maintenance or Bill
To/Sold To Maintenance, but it can be changed.
(Bill
To) Address
Type a bill-to address in the lines provided.
This field defaults to the bill-to customer's address based
on the setting selected in the Default Address field
in Bill
To Customer Maintenance or Bill
To/Sold To Maintenance, but it can be changed.
(Bill
To) ZIP Code
Type a bill-to ZIP Code. This field
defaults to the bill-to customer's Zip Code based
on the setting selected in the Default Address field
in Bill
To Customer Maintenance or Bill
To/Sold To Maintenance, but it can be changed.
A new ZIP Code can be added on the fly. The
ZIP
Code Maintenance (On-the-Fly) window appears; some nonessential fields
are omitted to speed data entry. Access ZIP
Code Maintenance at a later time to complete the remaining entries
for a new code.
(Bill
To) City
Type a bill-to city. This field
defaults to the bill-to customer's city based
on the setting selected in the Default Address field
in Bill
To Customer Maintenance or Bill
To/Sold To Maintenance, but it can be changed.
(Bill
To) State
Type a bill-to state abbreviation. This
field defaults to the bill-to customer's state based
on the setting selected in the Default Address field
in Bill
To Customer Maintenance or Bill
To/Sold To Maintenance, but it can be changed.
(Bill
To) Country
Enter the bill-to country code, or click the
Lookup button to list all country codes. This field defaults
to the bill-to customer's country based
on the setting selected in the Default Address field
in Bill
To Customer Maintenance or Bill
To/Sold To Maintenance, but it can be changed.
A new country code can be added on the fly.
The Country
Code Maintenance (On-the-Fly) window appears; some nonessential fields
are omitted to speed data entry. Access Country
Code Maintenance at a later time to complete the remaining entries
for a new code.
Ship
To
Enter a location code to automatically enter
the shipping address established in Customer
Ship-To Address Maintenance, or click the Lookup button to list all
location codes. The location code entered in the Ship To field on the
Header tab displays by default and it can be changed.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
A new location code can be added on the fly.
The Customer
Ship-To Address Maintenance (On the Fly) window appears; some nonessential
fields are omitted to speed data entry. Access Customer Ship-To Address
Maintenance at a later time to complete the remaining entries for a new
code.
Note If Purchase
Control Maintenance is enabled and Ship-To State is selected in the
Select Items Based On field in Sales
Order Options, the system will perform purchase control checking if
you change the ship-to location code for a one-step RMA receipt with existing
lines that results in a change to the ship-to state. Only replacement
items that differ from the original items are subject to purchase control
checking. Purchase control checking is performed
only for one-step RMA receipts, not for RMA receipts that reference existing
records created in RMA Entry.
Residential
Address
Select this check box if the ship-to address
is located in a residential delivery zone. Clear this check box if the
ship-to address is not located in a residential delivery zone. External
shipping systems require this information to calculate shipping rates.
(Ship
To) Name
Type a ship-to name.
(Ship
To) Address
Type a ship-to address in the lines provided.
(Ship
To) ZIP Code
Enter a ship-to ZIP Code.
A new ZIP Code can be added on the fly. The
ZIP
Code Maintenance (On-the-Fly) window appears; some nonessential fields
are omitted to speed data entry. Access ZIP
Code Maintenance at a later time to complete the remaining entries
for a new code.
Note If Purchase
Control Maintenance is enabled and Ship-To State is selected in the
Select Items Based On field in Sales
Order Options, the system will perform purchase control checking if
you change the ship-to ZIP Code for a one-step RMA receipt with existing
lines that results in a change to the ship-to state. Only replacement
items that differ from the original items are subject to purchase control
checking. Purchase control checking is performed
only for one-step RMA receipts, not for RMA receipts that reference existing
records created in RMA Entry.
(Ship
To) City
Type a ship-to city.
(Ship
To) State
Type a ship-to state abbreviation.
If Purchase
Control Maintenance is enabled and Ship-To State is selected in the
Select Items Based On field in Sales
Order Options, a message appears if you change the ship-to state for
a one-step RMA receipt with existing lines and Purchase Control Maintenance
records exist for the newly selected state. Depending on how security
is set up, the following options are available:
-
Click
Yes to delete the lines with items that are not allowed.
-
Click
No to retain the lines with items that are not allowed (available
with the appropriate security setup).
-
Click
Override to enter a logon ID and password to override security (available
with the appropriate security setup).
-
Click
Cancel to change the ship-to state back to the original entry and
retain all lines.
Note Only
replacement items that differ from the original items are subject to purchase
control checking. Purchase control checking is performed only for one-step
RMA receipts, not for RMA receipts that reference existing records created
in RMA Entry.
(Ship
To) Country
Enter the ship-to country code, or click the
Lookup button to list all country codes.
A new country code can be added on the fly.
The Country
Code Maintenance (On-the-Fly) window appears; some nonessential fields
are omitted to speed data entry. Access Country
Code Maintenance at a later time to complete the remaining entries
for a new code.
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3. Lines
|
|
Grid
Button Bar
The buttons located above the primary grid
allow you to select items, view item information, set options, and enter
extended item descriptions.
For more information, see:
RMA
Item Selection
Invoice
History Inquiry
Look
Up an Item by Alias Number
Return
a Sales Kit
Item
Text Maintenance
Lot/Serial
Distribution
Kit
Options
Comment
Options
Item
Vendors Inquiry
Quick Row
This field displays the number of the selected
row in the primary grid. Additional fields for the selected row appear
in the secondary grid. Enter a row number to view or edit information
for a different row, or click the Find Row button to search for a row
in the Search
Grid window.
Line Number
This field displays the line number in the
grid and can only be viewed. The line number appears red for lines that
are new or modified. After the Accept button is clicked, the line number
changes from red to black.
Invoice No.
Enter an invoice number for the item being
returned, or click the Lookup button to list all sales order invoice numbers
(these include standard invoices, debit memos, and cash sale invoices).
Click the Customer Invoice Search button to list all items sold to the
customer and the corresponding invoice numbers. This feature allows you
to locate the invoice number for the return item.
If the Auto Display Item Selection Screen check
box is selected in RMA Options
and an item code is not entered, the Item
Selection window appears when an invoice number is entered or selected.
If the Invoice Number Required on All Returned
Items check box is selected in RMA Options, an entry is required in this
field. If an invoice number is entered that is not found in invoice history,
***Not on File*** appears in the NOF Invoice field.
Note If
the invoice is not on file, data entry can continue; however, if an invoice
number is required in this field, as an alternative, the date can be entered
as the invoice number.
Item Code
Enter an item code identifying the item being
returned. Click the Lookup button to list all item codes for
the invoice entered in the Invoice No. field, if it is on file. If the
invoice is not on file, all inventory items are displayed.
Alternately, start typing an item description to locate an item. As you type, a list of records matching your entry appears. You can then select an item from the list, and the item code will appear in the field.
-
Click
the Alias Item Search button to display
alias item number.
-
Click
the Kit Items button to display sales kits.
-
Right-click
and select Item
Maintenance to view item information.
-
At the
Item
Quantity Inquiry button, click the drop-down arrow and
select Item Status to view the status of the item.
Note The system does
not check whether the Inactive Item check box in Item Maintenance is selected
for items entered in this field. Inactive items will appear in the Item
List window when you click the Lookup button. To help distinguish which
items are inactive, you can create a custom lookup view and add the Inactive Item
field. For more information, see Create
a Lookup View.
Note When
a kit is exploded in the grid, kit component rows cannot be moved using
the Move Row Up or Move Row Down buttons. Items that are not in the kit
cannot be moved between kit component rows.
After an item code is selected, that item's
information appears in the grid. Comments can be entered for printing
on the customer RMA, on an RMA receiver, or applied to the generated credit
memo.
You must have the appropriate security setup
to enter a nonreturnable item. An item is nonreturnable if the Returns
Allowed check box is cleared for the item in Item Maintenance.
Note Special
items can only be entered if the Allow Special Items to be Returned check
box is selected in RMA Options.
Note An
item code can appear multiple times on an invoice. If you select an item
for return using the Lookup button or the Item Selection button, the line
item from the invoice is selected.
Entry Sample - Entering miscellaneous items, charge items, comment items,
and inventory items
|
/ and
then press F2
|
view a
list of all miscellaneous items, comment items, and charge
items
|
|
/C and
then press F2
|
view a
list of comment items only
|
|
press
F2
|
view a
list of inventory items only
|
|
HON and
then press F2
|
view a
list of all inventory items beginning with "HON"
|
|
/HON and
then press F2
|
view a
list of all miscellaneous items, comment items, and charge
items beginning with "HON"
|
|
/ followed
by an item code
|
enter
a new miscellaneous item
|
|
/C
|
enter
a new comment line
|
|
* followed
by an item code
|
enter
a non-inventory special item
|
Return
Reason
Enter a return reason code, or click the Lookup
button to list all return reason codes. Return reason codes are used to
identify why items are being returned and are used when printing the Return Reason Report.
Return reason codes are created in Return
Reason Code Maintenance.
The return reason code defaults from the Default
Return Reason Code field in RMA
Options. If the Allow Addition of New Return Reason Codes check box
is selected in RMA Options, return reason codes can be created during
data entry. For more information, see Return
Reason Code Maintenance (On the Fly).
Note A
selection is required in this field.
Customer
Action
Select the customer action for the return item.
The customer action defaults from the Customer Return Action field in
the Default Values
for RMA Entry window. If None is the default value, you must manually
enter this field.
-
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 using
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.
Note If Repair
is selected as the customer action, and the Track Repair Items Through
Inventory and Set Unit Cost to Zero for Repair Items check boxes are selected
in RMA Options, the value
in the Unit Price field defaults to zero dollars ($0.00). The CF check
box is not available and restocking charges are not calculated for the
item. If the Track Repair Items Through Inventory check box is cleared,
the Daily Repair Report
can be printed. The item can be received, but no sales order or credit
memo will be generated.
Item Action
Select the item action for the return item.
If you are creating a one-step RMA, the item action defaults from the
Item Return Action field in the Default
Values for Receipts Entry window. If you are creating an RMA receipt
for an existing RMA, the item action defaults to the value set for the
return item in RMA Entry. If
None appears as the value, you must manually enter this field.
-
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 by the customer to a repair warehouse.
Note If
the Track Repair Items Through Inventory check box is cleared in RMA
Options and Repair is selected in the Customer Action field in RMA
Entry, this field defaults to Repair and cannot be changed.
Warning If
you select Repair as the item action in this field, and the Track Repair
Items Through Inventory check box is selected in RMA Options, you must
select a designated repair warehouse in the Whse field in RMA Entry.
Replacement
Item
Enter an item code for the merchandise being
replaced, or click the Lookup button to display a list of item codes.
Alternately, start typing an item description to locate an item. As you type, a list of records matching your entry appears. You can then select an item from the list, and the item code will appear in the field.
This field is available only if Replacement
is selected in the Customer Action field. By default, the replacement
item defaults to the selection made in the Item Code field unless that
item is now inactive.
Note If
the Always Generate Zero Dollars for Replacements check box is selected
in RMA Options, the Unit
Price field will display zero dollars for the replacement item. If the
Always Generate Zero Dollars for Replacements check box is cleared and
the replacement item is a different item, the replacement price will be
the price of the original item.
Note If the Inactive
Item check box is selected for an item in Item
Maintenance, the inactive item code cannot be entered in this field.
Inactive items will appear in the Item List window when you click the
Lookup button. To help distinguish which items are inactive, you can create
a custom lookup view and add the Inactive Item field. For more information,
see Create
a Lookup View. If you enter an active kit with inactive components,
the components will be treated as active.
If you enter an inventory item code that is
different from the returned item code, and the Enable Purchase Control
of Items check box is selected in Sales
Order Options, the system checks to see if the item code is allowed
based on entries in Purchase
Control Maintenance. If you enter an item code that is not allowed,
a message appears. If the appropriate security is set up in Role
Maintenance, you can click Yes to enter the item code. If the appropriate
security is not set up, you can click Yes to override security with a
logon ID and password. In both cases, if you click No, the item code is
removed from the field.
Note Replacement
items can be inventory items (including kits and bills), miscellaneous
items, charge items, and special items.
Entry Sample - Entering miscellaneous items, charge items, and inventory
items
|
/ and
then press F2
|
view a
list of all miscellaneous items, comment items, and charge
items
|
|
press
F2
|
view a
list of inventory items only
|
|
HON and
then press F2
|
view a
list of all inventory items beginning with "HON"
|
|
/HON and
then press F2
|
view a
list of all miscellaneous items, comment items, and charge
items beginning with "HON"
|
|
/ followed
by an item code
|
enter
a new miscellaneous item
|
|
/C followed
by an item code
|
enter
a new comment line
|
|
* followed
by an item code
|
enter
a non-inventory special item
|
U/M (Unit of Measure)
Enter a unit of measure, or click the Lookup
button to list units of measure defined in Common Information Unit
of Measure Conversion Maintenance. If a valid invoice number is entered,
the unit of measure defaults from the Invoice History files. If an invoice
number is not entered or the invoice is not on file, the unit of measure
from the Inventory file defaults.
Whse
Enter the code for the warehouse where the
item will be returned, or click the Lookup button to list all warehouse
codes. The warehouse code that appears in this field defaults from the
selection made in the Item Action field.
Note If
default warehouses are entered in RMA
Options, the warehouse can be changed only if the Allow xxx
Warehouse Changes check box is selected for each type of warehouse in
the RMA Options window.
-
If
Stock is selected in the Item Action field, the warehouse specified
in the Return field in RMA Options is displayed. If a warehouse is
not specified in RMA Options and a valid invoice is selected in the
Invoice No. field, the warehouse defaults from the Invoice History
files. If a warehouse is not specified and an invoice number is not
selected or is not on file, the warehouse defaults from the Default
Warehouse field for Order/Invoice Header in Sales
Order Options.
-
If
Scrap is selected in the Item Action field, the warehouse specified
in the Scrap field in RMA Options is displayed. If a warehouse is
not specified and a valid invoice is selected in the Invoice No. field,
the warehouse defaults from the Invoice History files. If a warehouse
is not specified and an invoice number is not selected or is not on
file, the warehouse defaults from the Default Warehouse for Order/Invoice
Header field in Sales Order Options.
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If
Repair is selected in the Item Action field, the warehouse specified
in the Repair field in RMA Options is displayed. If a warehouse is
not specified and a valid invoice is selected in the Invoice No. field,
the warehouse defaults from the Invoice History files. If a warehouse
is not specified and an invoice number is not selected or is not on
file, the warehouse defaults from the Default Warehouse for Order/Invoice
Header field in Sales Order Options.
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If None
is selected in the Item Action field and an invoice is selected in
the Invoice No. field, the warehouse defaults from the Invoice History
files. If an invoice is not selected in the Invoice No. field or does
not exist, the warehouse defaults from the Default Warehouse for Order/Invoice
Header field in Sales Order Options.
Warning If
you selected Repair in the Item Action field, you should select a repair
warehouse in this field.
This field is available only if the Require
Multiple Warehouses check box is selected in Inventory
Management Options.
Returned
Qty
Type the quantity to return for this line item.
If the Default Qty Returned to Invoice Qty
Shipped check box is selected in RMA
Options and an invoice is selected in the Invoice No. field,
the returned quantity defaults to the value specified for the quantity
shipped on the invoice. If the Default Qty Returned to Invoice Qty Shipped
check box is cleared, the value defaults to 0.00.
You must have the appropriate security setup
to enter a return quantity that exceeds the invoice quantity.
Note If
Replacement is selected in the Customer Action field and the CS (Cross
Ship) check box is selected, the return quantity entered is also the quantity
replaced.
Received
Qty
Type the quantity received. If Replacement
is selected in the Customer Action field, the value entered in this field
represents the quantity being replaced. When documents are generated using
Generate Transactions,
the quantity entered in this field is copied to the Ordered field on sales
orders.
Remaining
Qty
Type the remaining quantity to be received.
The value displayed in this field is calculated by subtracting the received
quantity from the returned quantity.
Unit Price
This field displays the unit price. If a valid
invoice number is entered in the Invoice No. field, the value displayed
defaults from the Invoice History file. If an invoice number is not entered,
or the invoice number is not on file, the value defaults from the Inventory
files.
The price defaults to 0.00 if Replacement is
selected in the Customer Action field and the Always Generate Zero Dollars
for Replacements check box is selected in RMA
Options. If Repair is selected in the Customer Action field
and the Track Repair Items Through Inventory and Set Unit Cost to Zero
Dollars for Repair Items check boxes are selected in RMA Options, the
price also defaults to 0.00.
Warning You
should enter 0.00 as the price for Repair items and add an additional
line to the returned sales order for repair charges.
NoteYou
can override the default value in this field if the Allow Price Override
check box is selected in RMA Options and you have the appropriate security
setup. When you override the price, an asterisk appears next to
the price on the Sales
Order Gross Profit Journal.
Extension
This field displays the amount calculated by
multiplying the return quantity by the value in the Unit Price field.
This calculated value cannot be changed. Type the extension charge amount
if the return item is a charge item.
Note The
extension charge amount does not include restocking charges.
Comment
Type a comment for this line. The comment entered
can be printed on the sales order, credit memo, customer RMA, and RMA
receiver documents and is applied to the generated sales order and credit
memo. Comments can contain up to 2048 characters.
Description
This field displays the item description from
Item
Maintenance and it can be changed.
Click the Extended Item Description button to view
and maintain extended item descriptions in Item
Text Maintenance.
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If
there is no extended description entered for an item, the Extended
Item Description button appears blue.
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If
an extended description is entered for the line item, the Extended
Item Description button appears yellow.
The description entered can be printed on the
customer RMA and RMA receiver.
If /C is entered in the Item Code field, this
field is blank and cannot be changed.
Vendor
Action
Select the vendor action for the return item.
If you are creating a one-step RMA, the vendor action that appears at
this field defaults from the Vendor Return Action field in Default
Values for RMA Receipts Entry. If you are creating an RMA receipt
for an existing RMA, the vendor action defaults to the value set for the
return item in RMA Entry. If
None appears as the value, you can manually make a selection in this field.
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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.
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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.
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Select
None if no vendor action is necessary.
This field is available only if the Purchase
Order module is integrated with Return Merchandise Authorization.
Vendor No.
Enter the vendor number, or click the Lookup
button to list all vendor numbers.
Alternately, start typing a vendor name to locate a record. As you type,
a list of records matching your entry appears. You can then select a record
from the list, and the vendor number will appear in the field.
The primary vendor number for the item defaults
and can be changed.
If you enter a vendor whose status is set to
Inactive in Vendor
Maintenance, a message appears warning that the vendor is inactive
and cannot be used.
Click the Item Vendor Search button to access
Item
Vendors Inquiry.
This field is available only if the Purchase
Order module is integrated with Return Merchandise Authorization.
NOF Invoice
If the invoice number entered in the Invoice
No. field does not exist, the *** Not on File *** message appears in this
field. If the invoice does exist, this field is blank. This field can
only be viewed.
Cross Ship
This check box indicates whether the item is
a cross-ship item. A cross ship is a situation where the company wants
to immediately send replacement items to the customer while expecting
the customer to ship the merchandise back to the company at the same time.
In theory, the two items cross each other while they are being shipped.
This check box can only be viewed.
Drop Ship
Select this check box to indicate a drop-ship
line item. A drop-ship item is merchandise that is being returned directly
to the vendor by the customer. If a valid invoice number is entered, the
drop-ship indicator defaults from the Invoice History files. Clear this
check box if the item is not a drop-ship item.
Note Drop-ship items are returned directly to the vendor
and do not affect inventory; therefore, restocking charges are not calculated
for drop-ship items.
Credit Freight
Select this check box to calculate standard
freight as a credit on generated credit memos. Clear this check box if
you do not want to calculate standard freight as a credit. The selection
that appears in this check box defaults from the selection made in the
Default for Credit Freight Check Box check box in RMA Options. This
check box is available only if a selection other than Repair is made in
the Customer Action field.
Note Freight
is calculated only if Yes or Actual is selected in the Use Shipping Code
to Calculate Freight field in Sales
Order Options and a valid Sales Order shipping code is entered
in the Return Via field.
Sales
Order No.
This field displays the sales order number
and can only be viewed.
Customer
PO
This field displays the customer PO number
and can only be viewed.
Salesperson
This field displays the salesperson code and
can only be viewed.
Product
Line
This field displays the product line code for
the item and can only be viewed.
Product
Type
This field displays the product type for the
item and can only be viewed.
Price Code
This field displays the price code for the
item and can only be viewed.
Costing
This field displays the costing method for
the item and can only be viewed.
Unit Cost / Invoice
Cost
If the Display Unit Cost check box is selected
in RMA
Options, this field displays the item's cost. If a valid invoice
number is entered in the Invoice No. field, the cost defaults from the
Invoice History files and this field displays the cost used on the original
invoice. If an invoice number is not entered, or the invoice does not
exist, the cost defaults from the Item files and this field displays the
standard cost or average cost from the Item file.
If Repair is selected in the Customer Action
field, the value defaults to 0.00 if the Set Unit Cost to Zero Dollars
for Repair Items check box is selected in RMA Options. If the Set Unit
Cost to Zero Dollars for Repair Items check box is cleared in RMA Options,
repair items are costed.
You can override the default value in this
field if the Allow Cost Override check box is selected in RMA Options
and you have the appropriate security setup.
Restocking
Charge
This field displays the restocking charge for
the item. Restocking charges are administrative charges that may be charged
to the customer to return merchandise.
Restocking charges are automatically calculated
if the Apply Restocking Charges check box is selected, Credit is selected
in the Customer Action field, and the item being returned has the Returns
Allowed check box selected and a restocking method, rate, or amount entered
in Item
Maintenance.
You can override restocking charges if the
Allow Changes to Restocking Charges check box is selected in RMA Options and you
have the appropriate security setup.
Note Restocking
charges are only calculated for inventory items. They are not calculated
for drop-ship return items or replacement and repair items.
Warranty
Code
Enter a warranty code, or click the Lookup
button to list all warranty codes. If an invoice number is entered, the
warranty code from the invoice appears. If an invoice number is not entered,
or a not-on-file invoice is selected, the warranty code defaults from
the Inventory Management module. This field is
available only if the Enable Warranty Tracking check box is selected in
Inventory
Management Options.
Note The warranty
code displays for inventory items only.
Expiration
Date
If an invoice number is entered, the expiration
date from the invoice appears. If the Recalc Expiration if Ship/Invoice
Date Changed check box is selected in Sales
Order Options, the warranty expiration date is recalculated in Sales
Order Invoice
Data Entry. If you override the expiration date, it is not
recalculated in Sales Order Invoice Data Entry.
The warranty expiration date is calculated
based on the selection in the Warranty Calculation Based On field in Sales
Order Options and the value entered in the Number of Days Before Warranty
Expires field in Warranty
Code Maintenance.
This field is available only if the Enable Warranty
Tracking check box is selected in Inventory
Management Options.
Note The expiration
date is displayed for inventory items only.
Vendor
RMA No.
Type the vendor RMA number to use as a cross-reference
when the customer returns an item directly to the vendor (drop-ship items).
This field is available only if the DS check box is selected for the item.
Vendor
Warranty
This field displays the vendor warranty code
for the item and can only be viewed. This field appears only if the Enable
Warranty Tracking check box is selected in Inventory
Management Options.
Component
This check box appears selected if the item
is a component item in a sales kit. This field can only be viewed.
Extended
Desc
This check box appears selected if the item
has an extended description. This field can only be viewed.
Alias Item
This field displays the alias item code for
the item code selected and can only be viewed.
Original
Options
This field displays option codes for the item
and can only be viewed. This field is available only if the Use Option
Bills check box is selected in Bill
of Materials Options.
Replacement
Opt.
This field displays option codes for the replacement
item and can only be viewed. This field is available only if the Use Option
Bills check box is selected in Bill
of Materials Options.
RMA Receipts
Entry