Editing Returns

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. 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.


<h3>Return from Customer Equipment</h3>
Customer Equipment that has been invoiced can be returned from your customer back to your inventory. You can check to see if the equipment was invoiced by opening the equipment and checking the Link Status. 
<br>1) Go to the '''Customer Equipment''' module and search for the customer
<br>2) Right click on the equipment you want to return
<br>3) Select '''Retire Remove / Retire'''
<br>4) Click '''Yes''' to jump to new RMA
<br>5) In the RMA, click the '''Return Items''' tab
<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, notice the '''warehouse''' you will receive the stock into.
<br><br><u>If the material is serialized :</u>
* Enter the serial number in the Receive Stock tab and click '''Add'''. 
<u>If non-serialized item:</u>
* Enter the '''Received Quantity''' in the Receive Stock tab. 
<br>8) Click OK.
<br>9) The RMA will close.
<br>10) Go to the Customer Equipment and notice the status of the equipment you returned is now '''Retired'''.
<br>11) Go to the inventory item and click the '''Material Details''' tab. If it was a serialized item you can locate the serial number and notice the serialized stock is now available in your warehouse.

<h3>Return from Returns module by Invoice Number</h3>
If you have the invoice number the material you are returning is on, you can enter the invoice number on the return and pull the material on the invoice onto the return.
<br>1) Go to '''Inventory''' module > '''Returns'''
<br>2) Click '''New''' > '''From Customer'''
<br>3) Select the customer in window that opens
<br>4) On the return, click '''Actions''' > '''Customer Return'''
<br>5) In the window that opens, enter the invoice number
<br>[[File:EnterInvoiceNumber_CustomerEQReturn.png]]
<br>6) Click '''OK'''
<br>7) The window that opens show the invoice. Double click on it to select
<br>[[File:REturnByInvoiceNum_SelectInvoice.png]]
<br>8) In the next window, select the material you want to return on that invoice and the material will be added to the return on the Return Items tab
<br>[[File:ReturnItemsTab_MaterialAddedFromInvoice.png]]
<br>9) On the Return Items tab, select the material you want to return and click '''Receive Item''' on the tab.
<br>10) Check '''Permanent Removal''' and notice the warehouse that the material will be returned into. Change as necessary.
<br><br><u>If the material is serialized :</u>
* Enter the serial number in the Receive Stock tab and click '''Add'''. 
<u>If non-serialized item:</u>
* Enter the '''Received Quantity''' in the Receive Stock tab. 
<br>[[File:CheckPermanentRemoval.png]]
<br>11) If you want to credit the invoice the material was on, click the '''Credit''' tab, otherwise click '''OK''' to complete the return.
<br>[[File:EnterCreditAmount.png]]
<br>12) Enter the amount to be credited in the '''Credit Amount''' field.
<br>13) Click '''OK'''. When all items are returned, you can click '''Yes''' to close the order in the window that opens
<br>14) Go back to the invoice that was credited. If you want the invoice to update the invoice in QB, check '''Export to QB'''.
<br>[[File:CheckexportToQBOnCreditedInvoice.png]]


<h3>Return from Returns module search for material</h3>
You can initiate a return from the returns module by searching for equipment that has been invoiced for a customer
<br>1) Go to the '''Inventory''' module > '''Returns'''
<br>2) Click '''New''' > '''From Customer'''
<br>3) Select the customer in window that opens
<br>4) Click the '''Return Items''' tab
<br>5) Click '''New''' on the tab
<br>6) Click '''Select from Customer Equipment'''
<br>[[File:ClickSelectFromCustomerEquipment.png]]
<br>7) In the window that opens, select the equipment you want to return. The equipment must be invoiced to be able to return.
<br>8) In the Enter Items to be returned window, click '''OK'''.
<br>[[File:ClickOKInSelectEquipmentWindow.png]]
<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>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>
* Enter the serial number in the Receive Stock tab and click '''Add'''. 
<u>If non-serialized item:</u>
* Enter the '''Received Quantity''' in the Receive Stock tab. 
<br>12) Click '''OK'''.
<br>[[File:ReceiveReturnItemsWindow_CheckPermRemoval.png]]
<br>13) Click '''Yes''' in the prompt to close the return.

==Create a credit invoice for customer equipment returned==
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.



== Replace Customer Equipment ==
Returns allow you to return customer equipment and replace with other material in your warehouses.

<h3>Replacing serialized equipment with another serial number in stock in your warehouses</h3>
1) Go to '''Customer Equipment''' module and search for your customer
<br>2) Right click on Equipment
<br>3) Select '''Return Replace'''
<br>4) Click '''Yes''' to jump to new RMA
<br>5) In RMA, click the '''Return Items''' tab
<br>6) Select the stock and click '''Receive Items'''
<br>7) In the Receive Return Items window, notice Replace Item is checked. Click '''OK'''
<br>8) In the Select Replacement Part window that opens, locate the part/ serial number you want to use as replacement.
<br>9) You will be notified that the item has been reserved for the original order. Click '''OK'''.
<br>[[File:NewREservedItemMessage.png]]
<br>10) The RMA will close.
<br>11) Go back to Customer Equipment and locate the item on the EQ list. Notice the item you brought back to stock has the equipment status of '''Retired''' and another line for the new serial number is entered with a status of '''Replacement'''.
<br>[[File:RetiredAndREplacement.png]]

<h3>Replace non-serialized equipment with another from your stock</h3>
1) Go to Customer Equipment module and search for your customer
<br>2) Right click on the Equipment
<br>3) Select '''Return Replace'''
<br>[[File:CustEQ_ReturnReplace.png]]
<br>4) Click '''Yes''' to jump to the new RMA
<br>5) On the return, click the '''Return Items''' tab
<br>6) Select the equipment on the tab and click '''Receive Items'''
<br>[[File:ReturnItemsTab_ClickReceiveItems.png]]
<br>7) In the Receive Return Items window, notice '''Replace Item''' is checked. Click '''OK''' and that item will be returned to your warehouse.
<br>8) The Select Replacement Part window opens. Select the stock you want to use as replacement.
<br>9) A message will tell you all items have been received. Click '''Yes''' to close the return.
<br>[[File:AllItemsReceived_REplacement.png]]
<br>10) Go back to customer equipment module to see the original equipment with the status of '''Retired''' and the new equipment added as '''Replacement'''.
<br>[[File:NonSerializedReplacementInCustEQ.png]]

== Return Material in Inventory back to the Vendor ==

1. In the '''Inventory module''', select '''Returns'''.
<br>2. Click '''New''' and select '''To Vendor'''. 
<br>3. Select the Vendor you are returning to in the Search window.
<br>4. In the return, select the '''Return Items''' tab. 
<br>[[File:ReturnItemsTab.png]]
<br>5. Click '''New'''. 
<br>6. Click '''Select From Stock''' in the '''Enter Items to be returned''' window.
<br>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.
<br>8. Make sure the quantity is correct and Click OK.
<br>9. Click '''Save''' in the return. 
<br>10. Click''' Receive Item'''. 

[[File:ReceiveItem.png]]

<br>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.

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

== Print the Return ==
1. Click '''Print/Email'''.

[[File:printticket.png]]

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