Show/Hide All

 Overview

To return an item for repair, on the RMA Entry Lines tab or RMA Receipts Entry Lines tab in the Customer Action field, select the Repair option. A separate RMA should be created for items returned for repair. By creating a separate RMA for repair items, a separate sales order is generated for the repair item during the Generate Transactions process, making the item easier to track.

Note By default, items returned for repair have a unit price of $0.00.

You can track repair items manually, through Inventory with a cost, or through Inventory at zero cost.

Use one of the following methods to track repair items:

• To track repairs manually

• To track repair items through inventory with a cost

• To track repair items through inventory at zero cost

 

To track repairs manually

1. Select Return Merchandise Authorization Main menu > RMA Entry or RMA Receipts Entry.

2. Enter RMA information. For more information, see RMA Entry - Fields and RMA Receipts Entry - Fields.

3. Click the Lines tab and in the Customer Action field, select Repair.

4. When you have finished entering data for the RMA, click Accept.

5. Select Return Merchandise Authorization Main menu > Daily Repair Report.

6. Click Print. After the report prints, a message appears asking if you want to clear the Daily Repair Report. If you click Yes and purge the report, retain a printed copy of the Daily Repair Report for your records.

Note During the Generate Transactions process, all item codes with Repair selected in the Customer Action field in the RMA Entry or RMA Receipts Entry window are printed on the Daily Repair Report.

 

To track repair items through Inventory with a cost

1. Select Inventory Management Setup menu > Warehouse Code Maintenance.

2. Create a warehouse code for the repair warehouse by specifying a warehouse code, description, and address information. Click Accept.

3. Select General Ledger Main menu > Account Maintenance.

4. Enter information to create the Repairs in Process account and Repairs Clearing account, and then click Accept. For more information, see Account Maintenance - Fields.

5. Select Return Merchandise Authorization Setup menu > RMA Options.

6. Click the Main tab and select the Track Repair Items Through Inventory check box. For more information, see RMA Options - Fields.

7. Click the RMA Options Entry Defaults tab and enter the Default Repair Warehouse.

8. Click the RMA Options Main tab and enter the Repairs in Process and Repairs Clearing account numbers. Click Accept.

9. Select Inventory Management Setup menu > Product Line Maintenance.

10. Select a product line and click the Accounts tab.

11. Enter the Repairs in Process and Repairs Clearing account numbers specified in Step 8.

12. Click Accept.

Note If Repair is selected at Customer Action and Item Action fields in the RMA Entry or RMA Receipts Entry windows, and the item is received and generated, a credit memo with zero pricing is created to return the item to the repair warehouse and a sales order is created to return the repaired item to the customer. For more information, see General Ledger Postings for Return Merchandise Authorization and Generated Documents.

 

To track repair items through Inventory at zero cost

1. Select Inventory Management Setup menu > Warehouse Code Maintenance.

2. Create a warehouse code for the repair warehouse by specifying a warehouse code, description, and address information. Click Accept.

3. Select Return Merchandise Authorization Setup menu > RMA Options.

4. Click the Main tab and select the Track Repair Items Through Inventory check box and Set Unit Cost to Zero Dollars for Repair Items check box. For more information, see RMA Options - Fields.

5. Click the Entry Options tab and enter the Default Repair Warehouse. Click Accept.

6. Select General Ledger Main menu > Account Maintenance.

7. Enter information to create the Repairs in Process account and Repairs Clearing account, and then click Accept. For more information, see Account Maintenance - Fields.

8. Select Inventory Management Setup menu > Product Line Maintenance.

9. Select a product line and click the Accounts tab.

10. On the Product Line Maintenance Accounts tab, enter the Repairs in Process and Repairs Clearing accounts created in Step 7.

11. Click Accept.

Note If Repair is selected at Customer Action and Item Action fields in the RMA Entry or RMA Receipts Entry windows, and the item is received and generated, a credit memo with zero pricing is created to return the item to the repair warehouse and a sales order is created to return the repaired item to the customer. For more information, see General Ledger Postings for Return Merchandise Authorization and Generated Documents.

Note If the Set Unit Cost to Zero Dollars for Repair Items check box is selected in the RMA Options window, items returned for repair at zero cost are included in the average cost calculation. Also, some Inventory reports will be affected.