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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. | ||
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== Return Material from Customer Site back to Inventory == | == 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. | 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. | ||
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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>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>[[File:ReceiveReturnItemsWindow_CheckPermRemoval.png]] | <br>[[File:ReceiveReturnItemsWindow_CheckPermRemoval.png]] | ||
<br>13) Click '''Yes''' in the prompt to close the return. | <br>13) Click '''Yes''' in the prompt to close the return. | ||
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==Create a credit invoice for customer equipment returned== | ==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]] | ||
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+ | <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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== Replace Customer Equipment == | == Replace Customer Equipment == | ||
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<br>12. You will be prompted with “all items have been received, close return? Click the order?” Click '''Yes'''. | <br>12. You will be prompted with “all items have been received, close return? Click the order?” Click '''Yes'''. | ||
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== Returning serialized item from customer to vendor and swapping with a new serial number == | == Returning serialized item from customer to vendor and swapping with a new serial number == |