Select Serial Numbers to Return

When you click Ctrl detail in the RMA Maintenance (RMA) program, the program displays these fields if you attached the RMA to an invoice:

Note
If you did not attach the RMA to an invoice, see Enter Control Information.

The program displays these fields:

Field Name	Displays
Serial number Control number	The serial numbers for this item on this invoice The lot number for this item
Wh	The code of the warehouse location for this item.
Bin loc	The bin location where you stock this item.
Qty to return	The quantity to be returned
Qty returned	The quantity that has been returned
Receiver	The receiver number on which the control number was returned
Receiver line	The receiver line number on which the control number was returned
Repair order	The manufacuturing repair order number if issued
Credit memo	The credit memo number if issued
Credit memo line	The credit memo line number if issued
Debit memo	The debit memo number if issued
Debit memo line	The debit memo line number if issued
Replacement item	The item from the replacement order
Replacement serial	The serial number shipped on the replacement order
Original item	The original item number
Service agreement	The service agreement number associated with the serial number

Select a serial or lot number that is not being returned and click Delete twice. Repeat until you delete all serial numbers that are not being returned.
(Conditional) If the customer is returning a partial quantity of a lot control number, select that number and click Select.
1. Click Modify.
2. Enter the quantity to be returned.
3. Click OK.

Choose the appropriate options:

To	Do This
Add another control number	Click Add.
Delete the selected control number	Click Delete. See Delete.
Copy the selected control number	Click Copy. See Copy.
Display the selected control number	Click Select.
Display control numbers from a specific number	Click Restart. The program prompts Serial number, Warehouse code, and Bin location. Enter the first control number you want to display or leave blank to begin with the first number in the file.
Print the control number listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Enter a range of serial numbers to add or remove serialized items from the return	Click Range. Enter a Beginning serial no. Enter an Ending serial no or Qty to process. Click Add range to add a range of serial numbers to return, or click Remove range to remove serial numbers from the return. Click Cancel to exit without making changes. See Background for more information.
Exit control detail	Click Exit.

Click OK and then click Exit.
(Optional) Click Totals and Shipping info if you charge a return fee. Enter the amount of the fee in the Misc chrgs field and click OK.
(Conditional) Click Quick memo and then Issue credit to create a credit memo now or Replacement to create a replacement order now. The program displays the message Credit memo [number] has been created or Replacement memo [number] has been created and may be processed through the shipment system. Click OK.
Choose the appropriate options:

Do This

Change a field

Click Modify.

Exit without changing this RMA

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this RMA header

Click Notes. See Enter Notes.

Enter data in custom fields your company uses

Click User. See Enter Data in User or Shadow File Fields.

This button displays only if you have set up user fields for this program in the User Fields Maintenance (XMO) program.

Go to a related program

Click Jump. See Jump.

Change the ship-to or billing address

Click Address.

Click	To
Ship-to	Change the ship-to address
Bill-to	Change the billing address
Freight	Enter a third-party address for freight
Copy ship-to	Copy the ship-to address to the bill-to; click Yes to confirm
Copy bill-to	Copy the bill-to address to the ship-to; click Yes to confirm
Back	Exit without changing

See Enter or Change an Address.

Note
You can change these addresses only if the Allow address changes in OE? option is selected in the System Options Maintenance (XM) program (Order Processing Options) program.

Display the line items

Click Lines.

Display the amounts to be credited and returned, and enter any freight and miscellaneous charges

Click Totals.

Close this RMA

Click Close order. See Close a Sales Order, Quotation, or RMA.

Issue a credit memo and/or replacement order now

Click Quick memo.

Click	To
Issue credit	Issue a credit memo
Replacement	Create a replacement order and debit memo
Back	End this action

The Issue credit button is not available if you selected the Create credit memo at time of receipt? option in the System Options Maintenance (XM) program (Return Material Options) and did not enter a quantity in the Issue credit memo field for the line.

The Replacement button is not available if you selected the Create replacement at time of receipt? option in the System Options Maintenance (XM) program (Return Material Options) and did not enter a quantity in the Issue replacement order field for the line.

The Quick memo button is not available if you selected both options and did not enter a quantity in either field.

If you click Issue credit, the program displays the message Credit memo [number] has been created. Click OK.

If you click Replacement, the program displays the message Replacement memo [number] has been created and may be processed through the shipment system. Click OK.

Change the branch to issue the credit or debit memo

Click Memo branch and then select the Credit and Debit memo branch.

Accept the data and exit this RMA

Click OK.

Choose the appropriate options when you click Cancel or OK:

To	Do This
Display the selected record	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Enter a new sales order	Click New.
Exit the program	Click Exit.