Add items to RMA

Multiple line items can be added to an RMA. These items do not need to be linked to a specific Sales order. The user can also add non-standard items.

To add items to RMA

1. Access Add an RMA.

   The Items tab is enabled automatically.

   Or

   If you are opening an existing RMA and want to add new values to the Items tab, then:

   a. Click the Items tab.

   b. On the child toolbar, click New.

2. Enter the Part Number. Or click the Part Number lookup reference.

   The Lookup For Part Number window appears.

   This opens a list of all the parts that are on the sales order and are selected earlier.

• This allows you to add parts listed in the sales order.

  The fields on Part Number, Revision, Quantity, Units of Measure (U/M), Description, Source, Facility, Unit Price, Discounted Amount, Restock Amount, Credit Amount, and Quantity Received are automatically populated.

  Select the desired part and click the Select to close the Lookup For Part Number window.

  The selected part appears in the line item list.

  Or

  • On the child toolbar, click Copy to create a new list from the displayed information. See Copy items to an RMA from an existing source

  You can add a new instruction to the Request for Material Authorization. User defined revision is used for transactions like Receiving (RECV), Ship Back Sales Order, Shipment, and Credit memo. The user defined revisions are non-editable.

  Do not use the new instruction for any of the M2M related transaction.

  The contents of the new instruction is available in reports.

3. Enter the values in Discount % and Restock % fields.

4. Enter value in Miscellaneous Charges field. A negative Miscellaneous charges will decrease the Total credit.

5. To set up the Unit Price:

   a. Unit Price will be pulled from the Sales Order item, sales detailed BOM component, or standard BOM component when the user performs a Copy.

   b. If the user adds a standard item which is not on the referenced Sales Order, the Unit Price will be automatically pulled in from the Item Master.

   c. If the user adds a non-standard item which is not on the referenced Sales Order, the Unit Price must be entered by the user.

   d. You can create a Sales Order with zero unit prices irrespective of the instruction selected.

   e. If the Unit price is “0” in the Sales Order, the RMA will also be created for the “0” unit price, but you can still change the Unit price.

   : When an RMA is created from a Sales Order, the item’s U/M defaults to the one used in the Sales Order. The user can switch between the Inventory and Selling U/M as needed. However, for miscellaneous RMAs, the U/M defaults to Inventory, and switching to a Selling U/M is not permitted.

6. Set up the Quantity field.

   a. The field Quantity Received is populated when an item is received.

   b. Enter the quantity that you want to be credited in the Quantity Credited field.

7. Click on the Lot/SN lookup reference or enter the value.

   The Lookup For Lot/SN window appears.

   This allows you to select the LOT and Shipper details. This will pick up the lot numbers from the shipper that was created for those items. If the line item is not tied to a sales order and there is no original shipper, the lot number can be manually entered. The Lot/SN Detail is available.

8. On the Toolbar, click More Actions.

9. Select More Actions > Actions > Lot/SN Detail.

   The Lot/SN Detail page appears.

   The columns in the RMA page are populated with the values. If the lot control serial number does not match in the RMA window then when you click the Lot/SN lookup reference, then it appears blank.

10. On the Toolbar, click More Actions.

11. Select More Actions > Actions > Serial Numbers.

    The Serial Numbers window appears

    This is available only if the Sales Order Number is entered in the RMA General tab. This Sales Order should be shipped and the serial number should be entered because you cannot fetch the serial number details without a Shipper number. See Assign serial numbers to RMA items

12. Click the Standard Response lookup reference.

    The Lookup For Standard Response window appears.

    The window displays the Response Code and Response.

13. Click the Instruction dropdown to select the Instructions from the list.

• If the instruction is Pending Disposition

  Modify the Pending Disposition instructions

  Make sure you select Pending Disposition in the Instructions field.

• If the instruction is Credit only or Pending Disposition

  These instructions will not allow you to create a Ship Back Sales Order.

  Make sure you select Credit Only or Pending Disposition from the Instructions list.

14. If the item needs to be inspected then select the Inspect checkbox.

15. Enter the User Defined Instruction.

16. Enter the Reason.

17. On the toolbar, click Save.

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