Set Return Material Options

Select Return Material Options in System Options Maintenance (XM) to set return material (RMA) options for your enterprise and login branch. Login branch options override enterprise options.

Set these options:

Field Name

Type / Max Length

Action / Description

Credit amt dependent on receipt qty?

Optional

Select if you want credit memos to be based on the quantity received or leave blank to base the credit amount on the quantity authorized to return.

If select this option, the Receiver Maintenance (IRC) program updates the Issue credit memo field in RMA Maintenance.

If you also select the Create credit memo at time of receipt? option, the amount of the credit memo that Receiver Maintenance issues is for the quantity actually returned. Therefore, if the customer requests authorization to return 10 but returns only 8, the credit memo is for 8.

If you select this option and do not also select the Create credit memo at time of receipt? option, the amount of the credit memo created when you click Issue memo and then Issue credit in RMA Maintenance matches the quantity actually returned. Therefore, if the customer requests authorization to return 10 but returns only 8, the credit memo is for 8.

If you do not select this option, the amount of the credit memo issued is for the quantity authorized for return. Therefore, if the customer requests authorization to return 10 but returns only 8, the credit memo is for 10. However, if you change the quantity in the Issue credit memo in RMA Maintenance at any time prior to issuing the credit, the memo is reflects the quantity you enter.

Create credit memo at time of receipt?

Optional

Select if you want to issue a credit memo when you receive returned items or leave blank to issue a credit memo manually with the RMA Maintenance (RMA) program.

If you select this option and not Create RMA CM/DM when put-to-stock?, the Receiver Maintenance (IRC) program issues a credit unless you have already created a credit memo for item.

If you select this option and also select Create RMA CM/DM when put-to-stock?, IRC will only create the credit memo if the item is being stocked (no inspection and using Stock receiving method); otherwise the credit memo is created in Receiving and Inspection (IRI).

If you do not select this option, you can click Issue memo and then Issue credit in RMA Maintenance to issue the credit.

Replacement dependent on receipt qty?

Optional

Select if you want the quantity to be replaced to be based on the quantity received or leave blank to base the replacement quantity on the quantity authorized to return.

If you select this option, the Receiver Maintenance (IRC) program updates the Issue replacement order field in RMA Maintenance.

If you also select the Create replacement at time of receipt? option, the Receiver Maintenance creates a debit memo for the quantity actually returned. Therefore, if the customer requests authorization to return and replace 10 but returns only 8, the replacement order is for 8.

If you select this option and do not also select the Create replacement at time of receipt? option, the replacement order created when you click Issue memo and then Replacement in RMA Maintenance matches the quantity actually returned. Therefore, if the customer requests authorization to return 10 but returns only 8, the replacement order is for 8.

If you do not select this option, you can click Issue memo and then Replacement in RMA Maintenance to create a sales order for the replacement items at any time prior to receipt of the returned items. The quantity replace depends on your entry in the Issue replacement order field.

Create replacement at time of receipt?

Optional

Select if you want to issue a debit memo for replacement items when you receive returned items or leave blank to issue a debit memo manually with the RMA Maintenance (RMA) program.

If you select this option, when you receive returned items with the Receiver Maintenance (IRC) program, the system issues a debit memo unless you have already created a debit memo for them.

If you do not select this option, you can issue the debit memo with the RMA Maintenance or with the One-Step Invoice Entry (RE) program.

Create RMA CM/DM when put-to-stock?

Conditional

If you selected Create credit memo at time of receipt, select if you want to issue the credit memo after you inspect returned items.

RMA credit memo branch

Required
4 alphanumeric

Accept the default login branch or enter the branch that issues RMA credit memos.

RMA debit memo branch

Required
4 alphanumeric

Accept the default login branch or enter the branch that issues RMA debit memos.

Force serial-no for current item?

Optional

Select if you want confirmation that the serial number belongs to the corrected item number if you enter both the serial number and item number or leave blank if you do not.

Force detail entry of serial-no?

Optional

For a serial-numbered item, select if you want confirmation that the RMA line entry quantity of an individual serial number entered is equal to the line quantity entered.

Allow address changes in RMA?

Optional

Select if you want to allow an address override for returned materials or leave blank if you do not.

Default return branch

Optional

Accept the default branch or select the manufacturing branch that you want the return branch to default to when a new RMA is created.

RMA default price code

Optional
1 numeric

Select the default price code for returned material authorizations.

If the Price Code field is left blank in the Service Agreement Tracking Maintenance (WTM) program, the default price code is inserted into any RMA created from a service agreement.

RMA inspection (A=Always,I=Item,R=Rcv)

Optional
1 alpha

Select how you want to inspect a returned item:

Select	To
A	Always inspect a returned item with no override allowed
I	Use the item number branch setting. Scenarios: If the item number branch setting is N, you have the option to flag for inspection in the Receiver Maintenance (IRC) program. If the item number branch setting is Y, the Receiver Maintenance (IRC) program does not allow you override the setting.
R	Receiver inspection is N, regardless of the item branch setting. You have the option to flag for inspection in the Receiver Maintenance (IRC) program.

Default the RMA force repair active?

Optional

Select if you want to default the setting for the Force repair? field to active for RMA line items or leave blank if you do not. If necessary, the operator has the option to change the selection.

RMA verification step required?

Optional

Select if you want to add a serial number verification step to the RMA receipt process to validate that the serial numbers specified on the RMA are the actual serial numbers received. If selected, serialized RMA items must be processed through the Serialized RMA Item Receipt (IRP) program before they can be received with Receiver Maintenance (IRC).

RMA Repair as replacement default

Optional

Select if you want you want to repaired units to be used as supply for replacement orders. This is a default value; you can change the Use for replace? field when you enter an RMA line.

Y Use repaired items for replace
N Repair/replacement separate

Choose the appropriate options:

To	Do This
Change an option	Click on the field and make required changes.
Exit without changing these options	Click Cancel.
Enter settings for your login branch	Click Branch settings.
Print these options	Click Print. See Print an Inquiry.
Accept these options and exit	Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display a category of options	Highlight the line and click Select or double-click the line.
Exit the program	Click Exit.