Use the Xpress Sales Order feature to create
a new sales order in Sales Order Entry. The Xpress Sales Order
feature is available after a line item has been entered on the
Return Merchandise Authorization Entry Lines tab.
You can use Xpress Sales Order to create
sales orders for new items or for cross-shipped items. A cross
ship is a situation where the business ships replacement items
immediately to the customer instead of waiting for the arrival
of the returned goods. The replacement item being sent to the
customer and the item being returned cross paths while they are
being shipped.
For more
information, see Xpress
Sales Orders and Cross Ship a Replacement
Item.
Use one of
the following methods to create an Xpress Sales Order:
To create
an Xpress Sales Order for new items
-
Select Return Merchandise
Authorization Main menu > RMA
Entry.
-
On the Header and Address
tabs, enter RMA information. For
more information, see RMA Entry - Fields.
-
Click the Lines tab and select
the invoice number or item/kit item codes being returned. Click
OK.
-
Click Xpress Sales Order.
The Sales
Order Entry appears and a new sales order is created using
the information entered in RMA Entry for line items that have
the CS check box selected.
-
In Sales Order Entry, complete
data entry for the sales order and click Accept. For
more information, see Sales
Order Entry - Fields.
-
You are returned to RMA Entry.
To
create an Xpress Sales Order for cross-shipped items (replacement
items only)
-
Select Return Merchandise
Authorization Main tab > RMA
Entry.
-
On the Header and Address
tabs, enter RMA information. For
more information, see RMA Entry - Fields.
-
Click the Lines tab and select
the invoice number or item/kit item codes being returned.
-
At the Customer Action field,
select Replacement.
-
Select the CS check box and
complete data entry for the current line. Click OK.
-
Enter all remaining line items
for the RMA.
-
Click Xpress Sales Order.
The Sales
Order Entry window appears and a new sales order is created
for all replacement RMAs that have the CS check box selected.
Note
The sales order is created using the information entered in
RMA Entry.
-
In Sales Order Entry, complete
data entry for the sales order and click Accept. For
more information, see Sales
Order Entry - Fields.
-
You are returned to RMA Entry.
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