Editing Returns
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RMA (Return Material Authorization) is 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. | RMA (Return Material Authorization) is 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 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. You can start a return from the Customer Equipment Module, directly in the return module, or by entering the invoice number the material was on. | ||
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<h3>Return from Customer Equipment</h3> | <h3>Return from Customer Equipment</h3> | ||
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<br>5) In the RMA, click the '''Return Items''' tab | <br>5) In the RMA, click the '''Return Items''' tab | ||
<br>6) Select the item on the grid and click '''Receive Item''' | <br>6) Select the item on the grid and click '''Receive Item''' | ||
− | <br>7) In the Receive Return Items window, make sure '''Permanent Removal''' is checked. | + | <br>7) In the Receive Return Items window, make sure '''Permanent Removal''' is checked, notice the '''warehouse''' you will receive the stock into. |
<br><br><u>If the material is serialized :</u> | <br><br><u>If the material is serialized :</u> | ||
* Enter the serial number in the Receive Stock tab and click '''Add'''. | * Enter the serial number in the Receive Stock tab and click '''Add'''. | ||
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<br>4) On the return, click '''Actions''' > '''Customer Return''' | <br>4) On the return, click '''Actions''' > '''Customer Return''' | ||
<br>5) In the window that opens, enter the invoice number | <br>5) In the window that opens, enter the invoice number | ||
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<br>6) Click '''OK''' | <br>6) Click '''OK''' | ||
<br>7) The window that opens show the invoice. Double click on it to select | <br>7) The window that opens show the invoice. Double click on it to select | ||
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<br>9) Click the the '''Return Items''' tab and the equipment selected will show on the tab. | <br>9) Click the the '''Return Items''' tab and the equipment selected will show on the tab. | ||
<br>10) Select the item and click '''Receive Item''' | <br>10) Select the item and click '''Receive Item''' | ||
− | <br>11) In the Receive Return Item window, check '''Permanent Removal'''. | + | <br>11) In the Receive Return Item window, check '''Permanent Removal''' and make sure you are returning into the correct '''warehouse'''. |
<br><u>If the material is serialized :</u> | <br><u>If the material is serialized :</u> | ||
* Enter the serial number in the Receive Stock tab and click '''Add'''. | * Enter the serial number in the Receive Stock tab and click '''Add'''. | ||
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<br>13) Click '''Yes''' in the prompt to close the return. | <br>13) Click '''Yes''' in the prompt to close the return. | ||
+ | ==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. | ||
+ | <br>2) On the return, click the '''Return Items''' tab | ||
+ | <br>3) Select the item on the tab and click '''Return Item''' | ||
+ | <br>4) Click the '''Credits''' tab. Enter the '''Credit Amount''' and check '''Create Credit Invoice'''. | ||
+ | <br>5) Click '''OK''' and the return would close. You would then find a credit invoice that you can send over to QB. You will have to go to the invoice in SME and check '''Export to QuickBooks''' if you want the invoice to go to QB. You can find out what invoice number was created by going to the Item Details tab on the return and locating the Created Invoice row. Look in the Credit Invoice # column for the invoice #. | ||
+ | <br>[[File:CreditInvoiceFor_Return.png]] | ||
− | < | + | <br>You can also start a return by choosing the invoice the equipment was on and crediting that same invoice. |
− | + | <br>Click '''New''' and select from '''Customer site''' | |
− | + | <br>Select customer | |
− | + | <br>clicking '''Actions''' > '''Customer Return''' | |
− | + | <br>Select the invoice | |
− | + | <br>Select the equipment to return | |
− | + | <br>Go to the '''Return Items''' tab and you will find the equipment listed. | |
− | + | <br>Select the equipment and click '''Receive Item''' | |
− | + | <br>In the Receive Returned Items window, make sure '''Permanent removal''' is checked | |
− | + | <br>Go to the '''Credits''' tab | |
− | + | <br>Enter the '''credit amount'''. The Credited Invoice # will be populated | |
− | + | <br>Go to the invoice number you credited to see the balance change. You can check Export to QuickBooks if you want it to sync. | |
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== Return Material in Inventory back to the Vendor == | == Return Material in Inventory back to the Vendor == | ||
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<br>8. Make sure the quantity is correct and Click OK. | <br>8. Make sure the quantity is correct and Click OK. | ||
<br>9. Click '''Save''' in the return. | <br>9. Click '''Save''' in the return. | ||
− | <br>10. Click '''Receive Item'''. | + | <br>10. Click''' Receive Item'''. |
[[File:ReceiveItem.png]] | [[File:ReceiveItem.png]] | ||
− | <br>11. In the Receive Return Items window | + | <br>11. In the Receive Return Items window: |
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− | + | * 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. | |
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− | + | <br>12. You will be prompted with “all items have been received, close return? Click the order?” Click Yes. | |
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== Print the Return == | == Print the Return == |