RMA Receipts Entry Home | FAQs & Troubleshooting

 

Window Details
	Navigation
	Overview
	Fields

 

How Do I...
	Create Comments for an RMA		Cross Ship a Replacement Item
	Process a Repair Item		Process a Drop-Ship Return
	Process a Scrap Item		Set Up Restocking Charges
	Return a Sales Kit		Look Up an Item by Alias Number
	Enter an Extended Item Description

 

Related Topics
	Default Values for RMA Receipts Entry		Return To Address Maintenance
	Generate Transactions		Customer Ship-To Address Maintenance
	Return To Address		Lot/Serial Number Distribution
	Customer Maintenance		Comment Options
	Customer Maintenance (On the Fly)		Item Maintenance
	Customer Credit History		Item Text Maintenance
	Memo Maintenance		Batch Entry
	Grids		Item Quantity Inquiry
	Shipping Rate Maintenance		Return Items FAQ
	Accounts Receivable Options		Bill To/Sold To Maintenance
	Bill To Customer Maintenance

 

Navigation

Select Return Merchandise Authorization Main menu > RMA Receipts Entry.

Overview

Use RMA Receipts Entry to enter information necessary for generating the appropriate documents and to receive and complete return merchandise authorizations (RMAs). The generated documents can include sales orders, credit memos, return orders, and purchase orders.

You can return one return item, multiple return items from different invoices, or an entire invoice. You can also enter sales kit line items and comments to print on the credit memo or sales order.

All original RMA information recorded during RMA Entry can be retrieved by RMA number and displayed for verification. Use RMA Receipts Entry to enter the received quantity, and confirm the item action, vendor action, return warehouse, and distribute the lot or serial number.

When return merchandise is received, you can select the appropriate RMA number and use the RMA receiver documents to complete the RMA. In addition, if merchandise arrives unannounced, use RMA Receipts Entry to enter a one-step RMA transaction.

If the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options, you can receive RMAs for bill-to and sold-to customers.

You can view the RMA Receipts Entry window in normal or expanded view. The expanded view allows you to view more entries on the Lines tab. The Change View button is available only if your screen resolution is set to 1024 x 768 or higher.

After the data is entered, you can use Generate Transactions to generate sales orders, credit memos, return orders, or purchase orders.

Warning If you allow returns for an item, you must also allow back orders for the item; otherwise, replacement items may be removed from the sales order without being shipped.

Fields

 

RMA No.	Batch
1. Header
Receipt Date	Confirm To
Customer No.	Comment
RMA Date	E-mail Address
RMA Status	Fax No.
Return Via	Inspect on Receipt
Return To	Cross Ship
Ship To	Apply Restocking Charges
2. Address
Customer No. Bill To (Bill To) Name (Bill To) Country (Bill To) Address (Bill To) ZIP/Postal Code (Bill To) City (Bill To) State/Province	Ship To Residential Address (Ship To) Name (Ship To) Country (Ship To) Address (Ship To) ZIP/Postal Code (Ship To) City (Ship To) State/Province
3. Lines
Grid Button Bar	Cross Ship
Quick Row	Drop Ship
Line Number	Credit Freight
Invoice No.	Sales Order No.
Item Code	Customer PO
Returned Qty	Salesperson
Received Qty	Product Line
Remaining Qty	Product Type
Return Reason	Price Code
Customer Action	Costing
Item Action	Unit Cost / Invoice Cost
Replacement Item	Restocking Charge
U/M (Unit of Measure)	Warranty Code
Whse	Expiration Date
Unit Price	Vendor RMA No.
Extension	Vendor Warranty
Comment	Component
Description	Extended Desc
Vendor Action	Alias Item
Vendor No.	Original Options
NOF Invoice	Replacement Opt.