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. | ||
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== Return Material from Customer Site back to Inventory == | == Return Material from Customer Site back to Inventory == | ||
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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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<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. | ||
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<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 | ||
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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 == |