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It allows you to :
Control whether a credit Credit Note should be issuesissued.
Review the status of active RMA in a central place.
Analyse why the credit is being issued.
Maintain a full audit trail of all creditsCredit Notes raised.
On this page we deal with the creation of a new RMA entry and further reading can be accessed using the links below or scrolling down the page.
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Questions
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You need to have the correct access rights setup set up in your user group maintenance.
What happens if I use the pre-invoice option on a
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Sales Order?
Due to the pre-invoice option being totally disjoined from the normal sales order process, RMAās will work against the products but this is reliant on there being product actually delivered and RMAās do not provide for that, as such they will generat generate what you need but will leave the sales order in an open and not completed state.
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Each RMA is provided with a unique RMA reference which is used for tracking.
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Please Note. The āReq Pickup' is only available if the RMA reason is a āReturn to Stockā. If it is then a Pre-Advice will be sent to the warehouse. This would then bypass the āArrange Pickupā requirement for the RMA and go to the 'Awaiting Returnā stage.
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| title | RMA Status .... expand this section to read more |
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RMA StatusStatus | Explanation of the stage |
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Open | When you enter a new RMA this is the status of the new RMA | Arranging Pickup | If any of the items on your RMA uses a RMA Reason code which has āReturn to Stockā selected then the goods will be expected back into the warehouse. You can arrange your own collection or arrange this through the warehouse or if it is being returned from a delivery then no need. | Waiting Stock Receipt | If any of the items on your RMA uses a RMA Reason code which has āReturn to Stockā selected then the goods will be expected back into the warehouse. As stock is returned you are marking stock in this status to confirm it has been returned. | Info |
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For customers using EDI this stage should be completed by the EDI system however for returns this sometimes has already been receipted and you are putting the RMA on afterwards so you need to perform this part manually. |
| Waiting Credit Auth | If there are items which can be credited straight away they will immediately get to this status. If the goods are being returned the line will only get to this status when goods are returned into the warehouse. Authorised users are only allowed to authorise the credit note | Partially Credited | Where you have items which you can credit but there are other items still to be returned to stock then you can partially credit the items which can be credited. Those items will raise a credit which is waiting to be issued. | Info |
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Most customers will wait for the entire RMA to be completed before issuing the credit note however sometimes your customer is withholding payment so you may need to part credit. |
| Waiting Credit Issue | Any items which you are crediting will be in this area, this is where the system is waiting for you to send the credit note to your customer. At this point we also raise the credit note into the finance system | Complete | When all items on the RMA are complete it will reach this status. | Credit Cancelled | If the credit note is being cancelled at any point where the goods are returned but you are not sending the credit note then you can tell the system and it will place the RMA into this status. | Cancelled | If the RMA is cancelled at any time then this is the status used. |
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