How to Use RMA

Processing RMA Orders

The  RMA can be entered as an authorization and a copy sent to the customer.  Then the returned items are received and the receiving clerk processes the receipt against the RMA indicating that the items are in-house.  The items are then inspected and disposition entered.  There are four fundamentally different dispositions available and ten total choices with the additional six being combinations of the first four:  items are good, return to stock and credit customer; items are defective, scrap parts and ship replacement to customer; items are defective, scrap parts and credit customer; and items are repairable, convert to Service/Repair order.  Once the disposition is made, the program generates the Sales Order, Credit, or Service/Repair order as applicable and at that time the RMA is closed and the standard Sales or Service/Repair modules complete the processing.

Lot & Serial Control

If the returned items are Lot or Serial controlled, the information can be entered at any time in the process.    It will only be required if the items are good and returned to stock or if they will be repaired and a Service/Repair order is converted to work order.  Parts dispositioned as defective and scrapped do not require that the Lot or Serial information be entered but if it is, the Scrap transaction generated will contain that information as a permanent record of the disposition.