Editing Returns
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 1: | Line 1: | ||
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 == | == Return Material from Customer Site back to Inventory == | ||
Line 14: | Line 12: | ||
<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'''. | ||
Line 66: | Line 64: | ||
<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'''. | ||
Line 78: | Line 76: | ||
<h3> I can't find the item that I need to return </h3> | <h3> I can't find the item that I need to return </h3> | ||
− | In order to be able to put the equipment on a return it has to be Equipment and it has to have been | + | In order to be able to put the equipment on a return it has to be Equipment and it has to have been invoiced. If you aren't seeing it show up in the list of material to add to the return, it is probably not invoiced or not equipment. |
<br>If you go to the '''Customer''' module > '''Customer Equipment''' do you see the equipment there? If not, it isn't equipment. | <br>If you go to the '''Customer''' module > '''Customer Equipment''' do you see the equipment there? If not, it isn't equipment. | ||
Line 130: | Line 128: | ||
<h3>Credit the original invoice for the material and set it to sync</h3> | <h3>Credit the original invoice for the material and set it to sync</h3> | ||
− | <br>You can | + | <br>You can also start a return by choosing the invoice the equipment was on and crediting that same invoice. |
<br>1) Click '''New''' and select from '''Customer site''' | <br>1) Click '''New''' and select from '''Customer site''' | ||
<br>2) Select customer | <br>2) Select customer | ||
<br>3) click '''Actions''' > '''Customer Return''' | <br>3) click '''Actions''' > '''Customer Return''' | ||
− | |||
<br>4) Enter the Invoice Number and click OK. | <br>4) Enter the Invoice Number and click OK. | ||
<br>5) In the search window that opens, select the invoice | <br>5) In the search window that opens, select the invoice | ||
Line 140: | Line 137: | ||
<br>7) Go to the '''Return Items''' tab and you will find the equipment listed. | <br>7) Go to the '''Return Items''' tab and you will find the equipment listed. | ||
<br>8) Select the equipment and click '''Receive Item''' | <br>8) Select the equipment and click '''Receive Item''' | ||
− | |||
<br>9) In the Receive Returned Items window, make sure '''Permanent removal''' is checked | <br>9) In the Receive Returned Items window, make sure '''Permanent removal''' is checked | ||
<br>10) Go to the '''Credits''' tab | <br>10) Go to the '''Credits''' tab | ||
− | |||
<br>11) Enter the '''credit amount'''. The Credited Invoice # will be populated | <br>11) Enter the '''credit amount'''. The Credited Invoice # will be populated | ||
− | |||
<br>'''NOTE''' - You must know what you have set on your SMP_Credit Item in QuickBooks so you know if you need to enter the material amount only or the material amount plus tax for the material in the Credit Amount. To check, open QuickBooks. Click Lists > Item List. Open SMP_Credit and note the Tax Code. | <br>'''NOTE''' - You must know what you have set on your SMP_Credit Item in QuickBooks so you know if you need to enter the material amount only or the material amount plus tax for the material in the Credit Amount. To check, open QuickBooks. Click Lists > Item List. Open SMP_Credit and note the Tax Code. | ||
<br>[[File:SMP_Credit_TaxCode.png]] | <br>[[File:SMP_Credit_TaxCode.png]] | ||
Line 151: | Line 145: | ||
<br>13) Go to the invoice number you credited to see the balance change. | <br>13) Go to the invoice number you credited to see the balance change. | ||
<br>14) Check '''Export to QuickBooks''' to update the QB invoice with the credit. | <br>14) Check '''Export to QuickBooks''' to update the QB invoice with the credit. | ||
− | + | <br>'''NOTE''' - if your SMP_Credit item Tax Code is set to TAX, then the SME Invoice balance will retain the tax on the material. To clear out the remaining balance for the tax on the SME Invoice, do the following: | |
− | |||
− | <br>'''NOTE''' - if your SMP_Credit item Tax Code is set to TAX, then the SME Invoice balance will retain the tax on the material. | ||
− | |||
− | |||
<br>- Go to the service order with the material you are returning. | <br>- Go to the service order with the material you are returning. | ||
<br>- Go to the '''Order Items''' tab | <br>- Go to the '''Order Items''' tab | ||
Line 165: | Line 155: | ||
<br>- Click '''Refresh Tax Rates''' | <br>- Click '''Refresh Tax Rates''' | ||
<br>- Now the taxes will be cleared out of the SME invoice. | <br>- Now the taxes will be cleared out of the SME invoice. | ||
− | |||
== Replace Customer Equipment == | == Replace Customer Equipment == | ||
Line 224: | Line 213: | ||
<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'''. | ||
− | |||
− | |||
− | + | ||
== 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 == |