Receive an RMA

Use the Receiver Maintenance (IRC) program to receive items that a customer has been authorized to return. See Background and Road Map for more information.

  1. Click RMA.

  1. Enter the number of the RMA or click the Lookup icon and use the standard lookup options to select the number from a list.

  2. Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Receive complete?

Optional

Select to receive all lines and quantities or leave blank to receive selected lines or a different quantity than authorized to return.

If you leave blank, see Partially Receive an RMA.

Depending on user options set by your System Administrator, you may not be able to change this field.

Inspection?

Conditional

Select if you want to have the item inspected or leave blank if you do not.

The System Options Maintenance (XM) (Return Material Options) option, RMA Inspection (A=Always, I=Item, R=Rcv), controls the inspection option.

Shipped via

Optional
3 alphanumeric

Select the code for the carrier for the shipment.

Tracking number

Optional
30 alphanumeric

Enter the tracking number the shipper assigned to this shipment.

Packing slip number

Optional
12 alphanumeric

Enter the number on the packing slip for the items you are receiving.

Notes

Optional

Select if you want to be able to enter notes for receiver lines or leave blank if you do not.

  1. Choose the appropriate options:

To

Do This

Proceed

Click OK.

Display the Return Material Authorization

Click View. See Display an RMA. Click OK to return to this program.

Exit without receiving this RMA

Click Cancel.

  1. (Conditional) If the item is controlled, see Enter Control Information.

  1. The program displays the message Created receiver [number]; requires inspection. Click OK to proceed or, if you selected Notes?, choose the appropriate option:

To

Do This

Proceed

Click OK.

Add comments to a receiver line

Click Notes. Received lines are listed.

Highlight the line you want to add notes for and click Select or double click the line.

Line detail is displayed. Click Notes to add comments. See Enter or Change Notes.

When you are done entering notes for receiver lines, click OK.

Note
A repair order will not be created for any line on the RMA which is flagged for inspection. The repair order can still be created in the Rejected Material Disposition (MRB) program after inspection.

If the item does not require inspection, the program displays the message Created receiver [number]; repair order [number] was created.

If the customer requested replacements for items you make, the program prompts Replacement memo [number] has been created. Click OK.

If the program displays the message Credit memo [number] has been created. Click OK.

  1. Enter another RMA number or leave blank to receive another type of order or exit the program.