Jeez…my emails are coming in late….damn Houston internet…
M
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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
On Behalf Of Manasa Reddy
Sent: Monday, September 09, 2013 9:08 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] RE: Case Entry to Credit Memo
I agree…then just use AR to create the credit….sometimes when I read people’s posts I tend to read too fast and miss something.
Yes, you do not HAVE to use RMA….especially when nothing is being returned. Definitely then use AR to create the credit memo. You just need a Sales order to create against it.
M
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From:
vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
On Behalf Of ygroups.adamleer@...
Sent: Monday, September 09, 2013 7:57 AM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Case Entry to Credit Memo
@Manasa - I understand we would want to use an RMA to track a return shipment, if something is physically being returned. But if we are just giving the customer some money to make up for a mistake on our part, and nothing is being returned, then why do we need to create a dummy RMA just to have sales reps enter the credit memo??? Or perhaps we should shift the process and just have accounting create the credit memos directly in AR instead, and skip the RMA that way? But then would there be traceability from the Credit Memo to the Case, or the other way around?
I know why we use Cases, to track all of our failures in one spot for continuous improvement / quality efforts. I'm not even beginning to question the use of Cases, it is just the extra step of always having to have an RMA even when we are not getting anything back that we are all questioning here.
@Joshua - a good thought, but I hope it doesn't come to that. This feels like it is something that must be done by just about everyone else that owns Epicor (issues credit to customers, and tracking the reasons in a Case).
--- In vantage@yahoogroups.com, <jgiese@...> wrote:
Or build it all into a customization to automate the process. Open the dummy RMA file the Credit Memo from fields in case entry close the RMA?
Josh
From:
vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
On Behalf Of Manasa Reddy
Sent: Friday, September 6, 2013 2:31 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Case Entry to Credit Memo
Yep…you can do a customer credit memo through AR…but if you are smart, having an RMA helps with the tracking.
You don’t have to use Case Entry…but that said you better find out why they wanted to use Case Entry before you do anything else.
You would hate to find out that you pissed off the wrong person.
M
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From:
vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
On Behalf Of ygroups.adamleer@...
Sent: Friday, September 06, 2013 12:54 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Case Entry to Credit Memo
I wasn't involved in coming up with our processes for Case Entry and customer accommodations here during our go-live, and now the sales reps are coming to me complaining that a simple customer accomodation credit is a lot of work and unecessary steps through Case Entry.
They were told the process has to be:
- Create a Case
- Create an RMA, and pick some random line on the order to add to the RMA
- Create a Credit Memo from the RMA entry screen
We would like it very much if there was just a way to create a Credit Memo directly from Case Entry, and skip the "dummy" RMA step - these dummy RMA are always just closed immediately anyhow, since we do not expect anything returned to us.
Are we missing something obvious here?
Thanks in advance,
Adam Nofsinger