End RMA Receipt

Sales Orders > Return Merchandise > RMA Issues and Receipts > End RMA Receipt

End RMA Receipt

You use this program to close off a Return Merchandise Advice receipt.

This program is loaded when you select the End RMA option from the RMA Issues and Receipts program.

End RMA

End RMA

Field Description

RMA print options

Print Document Select this to print the RMA document.

Preview document Select this to preview the RMA document on the screen before printing it.

Test Alignment Select this to print an RMA using test characters to establish that the stationery is correctly aligned in the printer, before printing the actual RMA.

Document format

Format Select this to indicate the document format you want to use to generate the document.

Define Format Select this to use the RMA Document Formats program to design a format for the document.

Sales order

This indicates the sales order number created.

If you selected to do a cross-shipment then you will be able to maintain the cross-shipment sales order.

The sales order number is allocated or requested according to the Sales order numbering method defined (Sales Order Setup - Numbering tab).

Maintain Select this function to maintain the sales order linked to the RMA.

Freight for Sales Order Select this to enter freight details for the order.

Job

This indicates the job number created where a stocked or non-stocked item needs to be repaired.

Jobs are created as confirmed when created in the RMA Issues and Receipts program, irrespective of your selection at the Jobs confirmed by default option (WIP Setup - Job Creation tab).

Maintain Select this function to maintain the job linked to the RMA.

Credit note The Credit note number is allocated or requested according to the Sales order numbering method defined (Sales Order Setup - Numbering tab).

Invoice number for credit note

This indicates the invoice to which the credit note for the RMA receipt must be linked.

If the RMA was created for a single invoice, then this invoice number is automatically entered in this field, and cannot be changed. If the RMA was issued for multiple invoices, you can select to which invoice the credit note must be linked. If you do not want to link the RMA credit note to a specific invoice, then you must select the No invoice option on the RMA line details screen.

If the invoice includes any Off Invoice promotions with an Off invoice allowance type of Line promotion, then these promotion lines are recorded against the credit note if the option Credit off invoice lines from invoices is enabled (Trade Promotion Setup). In addition, when a qualifying credit note line quantity is changed, the value of the off invoice promotion miscellaneous line is reduced based on the quantity credited. Note that credits do not affect any budget limits that may have been accrued on the promotion.

Maintain Select this function to maintain the credit note linked to the RMA.

Freight for Credit Note Select this to enter freight details for the credit note.

Print document if faxing Select this if you want to print the document after faxing.

E-mail

Select this to email the RMA document. This option is only available if the Document Format you are using is set to Word document (RMA Document Formats).

The document can also be emailed if you are using SRS document printing. In that case, the email icon can be selected from the SRS Preview screen.

Continue RMA Select this to return to the RMA Issues and Receipts program to continue adding lines to the RMA.

End RMA

Select this function to save and end the RMA document and return to the RMA Issue screen.


	You can add additional lines to a completed RMA.

Your selection against the Preference options is checked when you end the RMA and quantities for sales orders generated are placed on backorder accordingly.

If the stock item is traceable or serialized or multiple bins are in use, then you use the Lot, Bin, Serial Allocations program to allocate the lots, bins and serials for an exchange or cross shipment. Lots and bins can automatically be depleted by selecting the setup option: Apply automatic depletion in Sales orders (Inventory Setup - Depletion tab). However, if the stock item is serialized, then the serial numbers must be allocated as serials are not automatically depleted.

If the option: Capture serial numbers (RMA Setup – Options tab) is not selected then you are not required to capture serial numbers when processing a cross-shipment until the order is ready for invoicing (i.e. when the order goes into a status of 8). If multiple bins are installed in the warehouse or the stock code is either traceable or ECC controlled then you will have to capture serial numbers regardless of your setting against the option Capture serial numbers (RMA Setup – Options tab).

If you processed a credit and the invoice number selected for the RMA line does not exist in the Accounts Receivable Customer Invoice file (ISAM=ARSINV, SQL=ArInvoice), then the following warning is displayed: Invoice not on file. If you continue, the credit note created will not be linked to an invoice number. Do you wish to continue? If you select Yes, then the credit note is created without a link to an invoice number. If you select No, then you are returned to the RMA maintenance screen enabling you to change any details.

Close Select this to return to the previous screen.

Fax icon Select this to fax the RMA document.

Freight for Sales Order/Credit Note

This screen is displayed when you select the Freight for Credit Note option.

Field	Description
Freight	Enter freight details for the credit note.
Amount	Indicate the freight amount that is applicable the order/credit note.
Cost	Indicate the applicable freight cost amount.
Tax options
Taxable	Select this to indicate that the order/credit note is taxable.
Tax code	Indicate the tax code applicable to the order/credit note. The Descriptive tax code must be used if defined (Descriptive Tax Codes).
Product class	This indicates the product class applicable to the freight charge. This defaults to _FRT and cannot be changed.
Save	Select this to save the entries you made and to return to the previous screen.
Close	Select this to ignore any entries you made and to return to the previous screen.

Sales Order Details

If you selected to do an exchange, then you can maintain the sales order details.

Field	Description
Stock code	Indicate the replacement item that must be exchanged. You cannot enter a stock item with a Part category of G - Phantom part or P - Planning bill (Stock Code Maintenance - Descriptive tab), as these item types may not be sold.
Non-stocked	Select this to indicate that you do not stock the item in any of your warehouses.
Description	This indicates the description of the item. For stocked items the description assigned to the item is displayed automatically. For non-stocked lines, you can enter a description to identify the item.
Warehouse	Indicate the warehouse in which the item is stocked.
Interchange	Select this to browse on stock items according to the customer's stock code, instead of the SYSPRO stock code.
Rev/Rel	Enter the revision and/or release levels for ECC controlled items. This function is only enabled if: you selected the setup option: Prompt for rev/rel at issue (RMA Setup - General tab). the stock code you entered is defined as ECC controlled (Stock Code Maintenance - Tracking tab). Rev/Rel is the default wording for this function, but is replaced by whatever wording you defined against these user defined fields (Bill of Materials Setup - Engineering Change Control tab).
Quantity	Indicate the quantity of the item to be exchanged.
Price	Indicate the price of the item.
Unit cost	This indicates the cost of each unit.
Product class	Indicate the product class of the item. For stocked items this defaults to the product class allocated to the stock code and cannot be changed.
Unit mass	Indicate the unit mass of the item.
Unit volume	Indicate the unit volume of the item.
Taxable	This indicates whether the exchange order is taxable.
Tax code	This indicates the tax code assigned to the exchange order.
Save	Select this to save the information you entered.
Close	Select this to ignore any information you entered and to return to the previous screen.

Single Level Bill of Materials - RMA Cross-shipment

The Single Level Bill of Materials process is used when you select the End RMA function and a credit note or sales order is created for a kit item.

Components may be required for both an exchange and a credit note. You therefore use the Single Level Bill of Materials program to indicate where the components are required for the cross-shipment, the exchange or the credit note.

Where applicable, you are requested to enter lot, bin and/or serial numbers immediately after you confirm the components.