Using RMA Extended Dispositions

These steps illustrate an example process that you can for an RMA item that requires extended disposition.

Create an RMA

To create a Return Material Authorization (RMA):

  1. In the RMAs form, create a new RMA record.
  2. Specify a customer.
  3. Specify the warehouse. It must match the Disposition Warehouse specified in the RMA Parameters form.
  4. Save the record.
  5. Click RMA Lines to open a linked RMA Line Items form.

Create an RMA Line

To create a Return Material Authorization (RMA) line:

  1. In the RMA Line Items form, specify an item and the quantity to be returned.
  2. On the Dispositions tab, verify that the Use Disposition Process field is selected. (This value is defaulted from the RMA Parameters form.)
  3. Save the record.

Create a Disposition Entry for the RMA Line

To create a disposition entry for each RMA line:

  1. In the RMA Item Dispositions form, create a new disposition record.
  2. Specify your RMA and line for disposition. In the lines section, values for the Item, quantity to return, Use Disposition Process, and disposition code are defaulted from the RMA line.
  3. Specify the disposition code and the quantity to be dispositioned. Disposition codes are created on the Disposition Codes form.
  4. If a serial number should be preassigned to the returned item, click Serial Numbers to open the modal RMA Item Serials form. Assign the number and return to the parent form.
  5. In the Return To Vendor section, specify the vendor of the item.
  6. Save the record. The Qty Disposition field for the line is updated to show the quantity to disposition.

Process the RMA Disposition

To process the item returned to you from the customer:

  1. On the RMA Return Transactions form, specify your RMA number.
  2. In the grid, select Selected and clear Return To Stock.
  3. Click Receive. A message shows the number of transactions posted.

Post the Disposition

To post the disposition:

  1. In the RMA Item Dispositions form, click the Refresh toolbar button to display any changes if you have the form open. If the form was closed, reopen it and specify your RMA number.
  2. Note the changes: The Qty Received field now displays the quantity received through the RMA return transaction.
  3. Click Post Disposition. The line status is changed to Filled, and the Posted check box is selected.

Perform Vendor Shipping

To perform the vendor shipping transaction:

  1. In the Vendor Shipping form, specify the vendor from the RMA Item Dispositions form.
  2. Select the grid line with RMA in the Reference field and your RMA number in the Ref Num field.
  3. Click Ship Line. A message informs you that the vendor shipment will be performed.
  4. Click OK. After shipping is performed, your line is removed from the grid.

Perform Vendor Return

To perform the vendor return transaction:

  1. In the Vendor Returns form, specify the vendor from the RMA Item Dispositions form.
  2. Select the grid line with RMA in the Reference field and your RMA number in the Ref Num field.
  3. Click Return Line. A message informs you that the vendor return will be performed.
  4. Click OK. After return shipping is performed, your line is removed from the grid.

Verify Disposition

To verify the disposition updates:

  1. In the RMA Item Dispositions form, click the Refresh toolbar button to display any changes if you have the form open. If the form was closed, reopen it and specify your RMA number.
  2. Verify that the Qty Moved field displays the quantity that was shipped or received.

Related Topics

About RMA Extended Dispositions

RMA Extended Disposition - Accounting Information

Setting Up RMA Extended Dispositions

About Returns