Road Map: RMA Maintenance

Use the RMA Maintenance (RMA) program to enter an authorization for a customer to return material. See Background for more information.

Before you run this program each time

You should run these programs in this sequence:

AR Invoice Register (RR) to select a batch of confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

You should run these programs:

System Options Maintenance (XM) (Return Material Options) to set these enterprise options: Credit amt dependent on receipt qty?, Create credit memo at time of receipt?, Replacement dependent on receipt qty?, Create replacement at time of receipt?, Create RMA CM/DM when put-to-stock?, RMA Credit Memo branch, RMA Debit Memo branch, Force serial-no for current item?, Force detail entry of serial-no?, Allow address changes in RMA?, RMA Override branch, RMA default price code, RMA Inspection (A=Always, I=Item, R=Rcv), and Default the RMA force repair active?
System Options Maintenance (XM) (Return Material Options) to set these options for your branch: RMA Credit Memo branch and RMA Debit Memo branch.
System Options Maintenance (XM) (Order Processing Options) to set these options for your enterprise: Update sales history by cust by item?, Allow address changes in order entry?, Allow entry of zero qty on order line, Customer surcharges active?, and Populate cust item from item xref?

And set the option for your manufacturing or login branch: Allow order entry ECL and RRL override?

System Options Maintenance (XM) (Help and Other Path Options) to set the Image path.
(Optional) System Options Maintenance (XM) (Warranty Tracking Options) to set the Default RMA warranty type.
Order Number Control Maintenance (XOC) to set up RMA number assignment and set the Allow override? option.
(Optional) User Field Maintenance (XMO) to set up user fields for this program.
Reason Code (TRCM) to set up codes that explain order holds, date changes, substitutions, credit and debit memos, and closed orders and transfers and can be used as criteria for posting inventory adjustments to the general ledger.
Country Codes Maintenance (TCC) to define country codes and labels for state and postal codes fields.
Output Device Maintenance (XDM) to set up the output devices you plan to use.
(Optional) Audit Trail Maintenance (XAT) to activate system logging of entries and changes.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.
Service Agreement Tracking Maintenance (WTM) to enter service agreements for customer invoices.

You will most likely run these programs in this sequence:

RMA Acknowledgment Print Queue (RMAAPM) to process the RMA acknowledgment print queue.

RMA Acknowledgment Print (RMAA) to print or reprint an acknowledgment for a specific RMA.

RMA Packing Slip Print Queue (RMAPPM) to process the RMA packing slip print queue.

RMA Packing Slip Print (RMAP) to print or reprint a packing slip for a specific RMA.

Receiver Maintenance (IRC) to receive the items into your branch, or into your stockroom if you are using direct-to-stock receiving.

OR

(Conditionally) Serialized RMA Item Receipt (IRP) to receive serial items associated with an RMA.

AND conditionally

Receiving and Inspection (IRI) if items require inspection or if you are using dock-to-stock receiving.

AR Invoice Register (RR) to select a batch of confirmed shipments for invoicing, and print the AR Invoice Register, which updates the AR invoices and the general ledger.
Invoice Print Queue (RPPM) to process the print queue.

Invoice Print (RP) to print or reprint an invoice for a specific shipment.

RMA Receipt Register (SRJ) to print a list of Return Material Authorizations that you have received and update them to the general ledger if you have inventory interfaced to the general ledger.

AR Invoice Register (RR) to select a batch of confirmed shipments for invoicing, and print the AR Invoice Register, which updates the AR invoices and the general ledger.
Invoice Print Queue (RPPM) to process the print queue.

Invoice Print (RP) to print or reprint an invoice for a specific shipment.

Sales Order Auto Processing (OAP) to create a shipment.

Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.
AR Invoice Register (RR) to select a batch of confirmed shipments for invoicing, and print the AR Invoice Register, which updates the AR invoices and the general ledger.
Invoice Print Queue (RPPM) to process the print queue.

Invoice Print (RP) to print or reprint an invoice for a specific shipment.