Enter RMA Header
Explanation
A return material authorization is built in two levels, consisting of an RMA header and
one or several RMA lines. The first step in a new entry is to enter the RMA header.
The RMA header contains information about the requesting customer and
the site at which
the return of material is authorized. The RMA header also contains information such as the date
when the RMA was requested and the status of the current RMA. The status of the RMA header
shows whether the RMA has been planned, released, partially received, completed,
canceled, or
denied. Information about the site or the supplier who
receives the retuned material is also available in the RMA header.
Additionally, filtering options that affect the RMA line selections are available in the RMA header.
If the RMA is for a Jinsui invoice customer, the
Jinsui Invoice check box on the RMA header will automatically get selected. However, if you need to have a non-Jinsui invoice,
although the customer is Jinsui-enabled, then you do have the option of clearing
this check box so that it is considered as a normal invoice.
Prerequisites
- The customer must have been entered in
Customer.
- In order to be able to enter a RMA approver, the approver must have been defined in the
Coordinators window.
- If the RMA requires to have a Jinsui invoice, the
customer and the relevant company must be Jinsui-enabled and the accounting
currency must be used.
System Effects
As result of this entry, a RMA header with an unique RMA number is created. When the
RMA header is entered it receives the status Planned.
Window
Return Material
Authorization
Related Window Descriptions
Return Material Authorization
Procedure
- Open the
Return Material Authorization window.
- Enter the ID of the customer in the Customer No field, either manually or by using the
List of Values. When a customer ID is entered, the default site and currency for this
customer will be displayed in the Site and Currency fields.
- In the Coordinator field, you can enter or change the short code for the coordinator
(approver of the RMA), either manually or by using the List of Values.
- Optionally, you can change the date in the Date Requested field.
- In the Site field, you can enter or change the site to which the customer is returning
the current material. Do this by entering the short code for the appropriate site, either
manually or by using the List of Values.
- In the Currency field, you can enter or change the currency used for the prices in the
current RMA. Do this by entering the short code for the currency, either manually or
by using the List of Values.
- In the Reference field you can enter any reference to the requesting customer.
- If you need to directly return material to the external supplier that
initially directly delivered the material, then enter a value in the
Return to Supplier field.
- If you need material to be returned to some
other site, enter the site in the Return to Site field.
- Optionally, specify an order number or a shipment ID. Any order lines
added are restricted to the specified order number or shipment
ID.
- Optionally, enter the latest return date on which the items are
preferred to be received. If a date is entered, it will be printed in the RMA document.
- Save.