Returns

RMA is Return Material Authorization used to return items either from a customer equipment list to your stock OR from your stock to the vendor. If parts need to move from customer to vendor, this requires two RMA transactions, one from customer to stock and another one from stock to vendor. SME does not always handle the accounting side of RMA's so you need to manage the credits to customer or from vendors.

Return Material in Inventory back to the Vendor

1. In the Inventory module, select Returns.
2. Click New and select To Vendor.
3. Select the Vendor you are returning to in the Search window.
4. In the return, select the Return Items tab.

5. Click New.
6. Click Select From Stock in the Enter Items to be returned window.
7. Select the material you are returning in the Select Inventory Item window. If it is serialized, write down the serial number because you have to enter it later.
8. Make sure the quantity is correct and Click OK.
9. Click Save in the return.
10. Click Receive Item.

11. In the Receive Return Items window:

• If serialized item:
  • Check Permanent Removal
  • Enter the serial number in the Receive Stock tab and click Add. Click OK.
• If non-serialized item:
  • Check Permanent Removal
  • Enter the Received Quantity in the Receive Stock tab. Click OK.

12. You will be prompted with “all items have been received, close return? Click the order?” Click Yes.

Return Material from Customer Site back to Inventory

You can generate a return for bringing customer equipment that has been invoiced back into inventory from Customer Equipment or from Returns. Below are the steps starting from Returns.

1. In the Inventory module, select Returns.
2. Click New and select From Customer.
3. Select the Customer in the Search window.
4. In the return, select the Return Items tab.
5. Click New.
6. Click Select From Customer Equipment in the “Enter Items to be returned” window. This window shows all equipment for the customer that has been invoiced.
7. Select the material you are returning in the Select Inventory Item window. If it is serialized, write down the serial number because you have to enter it later.
8. Make sure the quantity is correct and Click OK.
9. Click Save in the return.
10. Click Receive Item.

11. In the Receive Return Items window:

If serialized item:

• Check Permanent Removal
• Enter the serial number in the Receive Stock tab and click Add. Click OK.

If non-serialized item:

• Check Permanent Removal
• Enter the Received Quantity in the Receive Stock tab. Click OK.

12. You will be prompted with “all items have been received, close return? Click the order?” Click Yes.

*NOTE* To start a return from customer equipment to inventory, you can also go to Customers > Customer Equipment. Find your customer and right click on the material you need to return. Select Retire to permanently remove equipment from Customer Equipment and put it back in inventory.

Print the Return

1. Click Print/Email.

2. Select Standard Return Ticket by Ship From.
3. Click the printer icon in the print preview window to print the ticket.

Create a credit invoice in QB for the return:

1) Create a return from customer and put equipment on the return that has been invoiced.
2) On the return, click the Return Items tab
3) Select the item on the tab and click Return Item
4) Click the Credits tab. Enter the Credit Amount and check Create Credit Invoice.
5) Click OK and the return would close. You would then find a credit invoice that you can send over to QB...but I think there is a bug! I have an issue in and will follow up with you once I hear more details.