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Return Material Authorization

Return Material Authorization. Tony Gunter Professional Services Visual South, Inc. Return Material Authorization. Three types Credit Repair Replace. Return Material Authorization. Credit Only – no re-shipment. Enter Customer ID and Pack List ID. Return Material Authorization.

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Return Material Authorization

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  1. Return Material Authorization Tony Gunter Professional Services Visual South, Inc.

  2. Return Material Authorization • Three types • Credit • Repair • Replace

  3. Return Material Authorization Credit Only – no re-shipment • Enter Customer ID and Pack List ID

  4. Return Material Authorization Credit Only – no re-shipment • Enter Rtn Qty Authorized and Save

  5. Return Material Authorization Credit Only – no re-shipment • In Shipping Entry, bring up original order • Then click return

  6. Return Material Authorization Credit Only – no re-shipment • Enter the RMA ID and tab – details of RMA appear

  7. Return Material Authorization Credit Only – no re-shipment • Enter the Qty Returned and click Save

  8. Return Material Authorization Credit Only – no re-shipment • Answer no if item is not to be re-shipped • Work order and customer order remain closed

  9. Return Material Authorization Credit Only – no re-shipment • Status of the RMA is now Closed

  10. Repair • Most flexible type of RMA • Returned Part creates no inventory transaction • Repair Work Order captures only repair costs • May be used when uncertain whether repair or replacement will occur • Credit can take place separately/manually • Replacement easily set up as new line item • Any return of material to inventory is optional • Infor Support Briefing available on web site

  11. Replace • On RMA screen, choose type of Replace • Enter Original Order ID

  12. Replace • Enter Rtn Qty Authorized • Click Save to complete RMA

  13. Replace • When material returned, go to Shipping Entry • Click the Shipment Return Icon • Enter the RMA ID, Qty Returned, and Whs/Loc

  14. Replace • After return saved, may need to find/print packlist • Browse by Packlist ID • Click on Packlist ID heading • Click File, Refresh Descending • Packlist on top will be return just created • Select and print

  15. Replace • The RMA will now indicate the Received status

  16. Replace • Ship the replacement to customer using original order • Enter the RMA ID and Save packlist

  17. Replace • The invoice can now be generated • The RMA and Order will now show Closed

  18. The process just discussed assumes that material is returned to stock and other material is shipped in it’s place. • If the returned goods were originally shipped from a work order linked to an order line, then the process could be much more complex depending upon the disposition of the material. • In all cases, the disposition of returned material has inventory and cost consequences which must be understood, so that proper procedures can be put in place to handle it.

  19. Thank You • tony.gunter@visualsouth.com

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