RMA Credits for Sales Kits

Yahoo Archive
1
We are referancing the original line from the order


Kersten MacLennan
IT/ERP Analyst
Semrock, Inc.
3625 Buffalo Rd.,
Suite 6
Rochester, NY 14624
585-594-7009
585-594-7095 fax

kmaclennan@...

The Standard in Optical Filters for Biotech & Analytical Instrumentation
More than 100,000 Ion Beam Sputtered filters delivered - extensive
inventory now!

The information contained in this message and any attachments may be
privileged, confidential, and protected from disclosure. If the reader
of this message is not the intended recipient, or any agent responsible
for delivering this message to the intended recipient, you are hereby
notified that any dissemination, distribution, or copying of this
communication may be unlawful and therefore strictly prohibited. If you
received this message in error, please reply to the message and delete
it. Thank you




_____

From: Carey S [mailto:rotary1@...]
Sent: Thursday, October 11, 2007 3:54 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: RMA Credits for Sales Kits



I have not tried 803 yet, and already have issues with the way the RMA
process works in Vantage.
With that being said, I want to ask whether you are referencing the
original line from the original order when you do the RMA, or are you
simply creating an RMA for the part number of the same sales kit?
Carey

To: vantage@yahoogroups.comFrom <mailto:vantage%40yahoogroups.comFrom> :
kmaclennan@... <mailto:kmaclennan%40semrock.comDate> : Thu,
11 Oct 2007 18:56:33 +0000Subject: [Vantage] Re: RMA Credits for Sales
Kits

If you could submit the same enhancement request I would appreciate it.
My VAR is going to the conferance in Florida and I'm sure it will be an
issue. I have waited about 8 weeks to get the answer that it is working
as designed and I was a bit upset with the response. I sent out a whole
bunch of emails.ThanksKersten--- In vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> , "Charlie Smith" <CSmith@...>
wrote:>> The process makes sense. The price of the kit could be less
than the> price of the component parts. This is because you may want to
sell the> kit at a discount to the sum of the component parts. So the
RMA needs to> be processing the order based upon what it returned. The
question then> becomes if I sell a kit, but a component of that kit is
returned, what> do I credit, the component price or the component price
in relationship> to the total components and the kit price. It can
become an issue.> &g t; > > I agree that if the kit is returned, the RMA
credit should be in> relationship to the order and the kit sale price on
that order. What> would have to be addressed is a return of a component
of that kit and> the price used for the RMA Credit.> > > > Charlie
Smith> > Smith Business Services / 2W Technologies LLC > >
www.vistaconsultant.com <http://www.vistaconsultant.com/
<http://www.vistaconsultant.com/> > / > www.2WTech.com> > > > > > From:
vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf> Of Kersten MacLennan> Sent: Thursday, October 11, 2007 12:43 PM>
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> >
Subject: [Vantage] RMA Credits for Sales Kits> > > > Hi,> > I am new to
this group. In fact I signed u p just last night. I am> running Vista
8.03 and I have a problem with the way the system creates> RMA credits
for sales kits. I have submitted an enhancement request and> am looking
for additional support. The way that the credit is created is> by going
to the components of the kit and using the selling price for> them. This
means that if the sum of the prices of the components does> not match
the selling price of the kit, the crdit does not match the> invoice and
has to be corrected before it is completely issued. I was> told this is
"as designed" since a sales kit can be broken down to the> component
level and only a piece of the kit may be returned. I agree> with the
theory but the system does not allow for the full kit to be> returned
and have it match the original invoice. I would rather not have> to rely
on my users to remember that this type of RMA must be handled>
differently than any other type of RMA. If I can generat e enough
support> for the enhancement request, they will have to listen. I have
included a> copy of my request.> > > > Epicor Enhancement Request> >
Product: (Vista or Vantage) Vista> > Version: 8.03.305H> > Module: Sales
Management> > Call Number: 1041449PSC> (If a call was placed regarding
this enhancement)> > Purpose: > When a RMA credit is created for a sales
kit the credited amount is> equal to the sum of the prices of the sales
kits rather than the price> of the set itself. This results in the
credit being issued for more than> the original invoice. We have been
told that we need to manually adjust> the value of the credit which
would cause us to rely on the memories of> our operators when the credit
is created. Since there may not be an> actual formula used when
generating the prices of the sets (ie each> component is reduced by a
certain percentage), it is not reasonable to> expect an o p erator to
play with the numbers to make the credit correct.> > Suggested
Enhancement: > When creating an RMA credit for sales kits, the credit
should equal the> value of the invoiced price and not the sum of the
prices of the> components> > Current workarounds: > Manually adjusting
the credits> > > > _._,___ > > > > [Non-text portions of this message
have been removed]>

__________________________________________________________
Peek-a-boo FREE Tricks & Treats for You!
http://www.reallivemoms.com?ocid=TXT_TAGHM&loc=us
<http://www.reallivemoms.com?ocid=TXT_TAGHM&loc=us>

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]
2
Hi,

I am new to this group. In fact I signed up just last night. I am
running Vista 8.03 and I have a problem with the way the system creates
RMA credits for sales kits. I have submitted an enhancement request and
am looking for additional support. The way that the credit is created is
by going to the components of the kit and using the selling price for
them. This means that if the sum of the prices of the components does
not match the selling price of the kit, the crdit does not match the
invoice and has to be corrected before it is completely issued. I was
told this is "as designed" since a sales kit can be broken down to the
component level and only a piece of the kit may be returned. I agree
with the theory but the system does not allow for the full kit to be
returned and have it match the original invoice. I would rather not have
to rely on my users to remember that this type of RMA must be handled
differently than any other type of RMA. If I can generate enough support
for the enhancement request, they will have to listen. I have included a
copy of my request.



Epicor Enhancement Request







Product: (Vista or Vantage) Vista



Version: 8.03.305H



Module: Sales Management



Call Number: 1041449PSC
(If a call was placed regarding this enhancement)



Purpose:
When a RMA credit is created for a sales kit the credited amount is
equal to the sum of the prices of the sales kits rather than the price
of the set itself. This results in the credit being issued for more than
the original invoice. We have been told that we need to manually adjust
the value of the credit which would cause us to rely on the memories of
our operators when the credit is created. Since there may not be an
actual formula used when generating the prices of the sets (ie each
component is reduced by a certain percentage), it is not reasonable to
expect an operator to play with the numbers to make the credit correct.



Suggested Enhancement:
When creating an RMA credit for sales kits, the credit should equal the
value of the invoiced price and not the sum of the prices of the
components





Current workarounds:
Manually adjusting the credits



Any help that can be offered would be greatly appreciated.



Thanks



Kersten MacLennan
IT/ERP Analyst
Semrock, Inc.
3625 Buffalo Rd.,
Suite 6
Rochester, NY 14624
585-594-7009
585-594-7095 fax

kmaclennan@...

The Standard in Optical Filters for Biotech & Analytical Instrumentation
More than 100,000 Ion Beam Sputtered filters delivered - extensive
inventory now!

The information contained in this message and any attachments may be
privileged, confidential, and protected from disclosure. If the reader
of this message is not the intended recipient, or any agent responsible
for delivering this message to the intended recipient, you are hereby
notified that any dissemination, distribution, or copying of this
communication may be unlawful and therefore strictly prohibited. If you
received this message in error, please reply to the message and delete
it. Thank you





[Non-text portions of this message have been removed]
3
The process makes sense. The price of the kit could be less than the
price of the component parts. This is because you may want to sell the
kit at a discount to the sum of the component parts. So the RMA needs to
be processing the order based upon what it returned. The question then
becomes if I sell a kit, but a component of that kit is returned, what
do I credit, the component price or the component price in relationship
to the total components and the kit price. It can become an issue.



I agree that if the kit is returned, the RMA credit should be in
relationship to the order and the kit sale price on that order. What
would have to be addressed is a return of a component of that kit and
the price used for the RMA Credit.



Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kersten MacLennan
Sent: Thursday, October 11, 2007 12:43 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RMA Credits for Sales Kits



Hi,

I am new to this group. In fact I signed up just last night. I am
running Vista 8.03 and I have a problem with the way the system creates
RMA credits for sales kits. I have submitted an enhancement request and
am looking for additional support. The way that the credit is created is
by going to the components of the kit and using the selling price for
them. This means that if the sum of the prices of the components does
not match the selling price of the kit, the crdit does not match the
invoice and has to be corrected before it is completely issued. I was
told this is "as designed" since a sales kit can be broken down to the
component level and only a piece of the kit may be returned. I agree
with the theory but the system does not allow for the full kit to be
returned and have it match the original invoice. I would rather not have
to rely on my users to remember that this type of RMA must be handled
differently than any other type of RMA. If I can generate enough support
for the enhancement request, they will have to listen. I have included a
copy of my request.



Epicor Enhancement Request

Product: (Vista or Vantage) Vista

Version: 8.03.305H

Module: Sales Management

Call Number: 1041449PSC
(If a call was placed regarding this enhancement)

Purpose:
When a RMA credit is created for a sales kit the credited amount is
equal to the sum of the prices of the sales kits rather than the price
of the set itself. This results in the credit being issued for more than
the original invoice. We have been told that we need to manually adjust
the value of the credit which would cause us to rely on the memories of
our operators when the credit is created. Since there may not be an
actual formula used when generating the prices of the sets (ie each
component is reduced by a certain percentage), it is not reasonable to
expect an operator to play with the numbers to make the credit correct.

Suggested Enhancement:
When creating an RMA credit for sales kits, the credit should equal the
value of the invoiced price and not the sum of the prices of the
components

Current workarounds:
Manually adjusting the credits



_._,___



[Non-text portions of this message have been removed]
4
If you could submit the same enhancement request I would appreciate
it. My VAR is going to the conferance in Florida and I'm sure it will
be an issue. I have waited about 8 weeks to get the answer that it is
working as designed and I was a bit upset with the response. I sent
out a whole bunch of emails.

Thanks
Kersten

--- In vantage@yahoogroups.com, "Charlie Smith" <CSmith@...> wrote:
>
> The process makes sense. The price of the kit could be less than the
> price of the component parts. This is because you may want to sell
the
> kit at a discount to the sum of the component parts. So the RMA
needs to
> be processing the order based upon what it returned. The question
then
> becomes if I sell a kit, but a component of that kit is returned,
what
> do I credit, the component price or the component price in
relationship
> to the total components and the kit price. It can become an issue.
>
>
>
> I agree that if the kit is returned, the RMA credit should be in
> relationship to the order and the kit sale price on that order. What
> would have to be addressed is a return of a component of that kit
and
> the price used for the RMA Credit.
>
>
>
> Charlie Smith
>
> Smith Business Services / 2W Technologies LLC
>
> www.vistaconsultant.com <http://www.vistaconsultant.com/> /
> www.2WTech.com
>
>
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Kersten MacLennan
> Sent: Thursday, October 11, 2007 12:43 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] RMA Credits for Sales Kits
>
>
>
> Hi,
>
> I am new to this group. In fact I signed up just last night. I am
> running Vista 8.03 and I have a problem with the way the system
creates
> RMA credits for sales kits. I have submitted an enhancement request
and
> am looking for additional support. The way that the credit is
created is
> by going to the components of the kit and using the selling price
for
> them. This means that if the sum of the prices of the components
does
> not match the selling price of the kit, the crdit does not match the
> invoice and has to be corrected before it is completely issued. I
was
> told this is "as designed" since a sales kit can be broken down to
the
> component level and only a piece of the kit may be returned. I agree
> with the theory but the system does not allow for the full kit to be
> returned and have it match the original invoice. I would rather not
have
> to rely on my users to remember that this type of RMA must be
handled
> differently than any other type of RMA. If I can generate enough
support
> for the enhancement request, they will have to listen. I have
included a
> copy of my request.
>
>
>
> Epicor Enhancement Request
>
> Product: (Vista or Vantage) Vista
>
> Version: 8.03.305H
>
> Module: Sales Management
>
> Call Number: 1041449PSC
> (If a call was placed regarding this enhancement)
>
> Purpose:
> When a RMA credit is created for a sales kit the credited amount is
> equal to the sum of the prices of the sales kits rather than the
price
> of the set itself. This results in the credit being issued for more
than
> the original invoice. We have been told that we need to manually
adjust
> the value of the credit which would cause us to rely on the
memories of
> our operators when the credit is created. Since there may not be an
> actual formula used when generating the prices of the sets (ie each
> component is reduced by a certain percentage), it is not reasonable
to
> expect an operator to play with the numbers to make the credit
correct.
>
> Suggested Enhancement:
> When creating an RMA credit for sales kits, the credit should equal
the
> value of the invoiced price and not the sum of the prices of the
> components
>
> Current workarounds:
> Manually adjusting the credits
>
>
>
> _._,___
>
>
>
> [Non-text portions of this message have been removed]
>
5
Kersten, are you saying that when you do an RMA against a SO Line for that sales kit, it does not issue bAck the RMA for the original SO line price?


----- Original Message ----
From: Kersten MacLennan <kmaclennan@...>
To: vantage@yahoogroups.com
Sent: Thursday, October 11, 2007 9:42:33 AM
Subject: [Vantage] RMA Credits for Sales Kits

Hi,

I am new to this group. In fact I signed up just last night. I am
running Vista 8.03 and I have a problem with the way the system creates
RMA credits for sales kits. I have submitted an enhancement request and
am looking for additional support. The way that the credit is created is
by going to the components of the kit and using the selling price for
them. This means that if the sum of the prices of the components does
not match the selling price of the kit, the crdit does not match the
invoice and has to be corrected before it is completely issued. I was
told this is "as designed" since a sales kit can be broken down to the
component level and only a piece of the kit may be returned. I agree
with the theory but the system does not allow for the full kit to be
returned and have it match the original invoice. I would rather not have
to rely on my users to remember that this type of RMA must be handled
differently than any other type of RMA. If I can generate enough support
for the enhancement request, they will have to listen. I have included a
copy of my request.



Epicor Enhancement Request

Product: (Vista or Vantage) Vista

Version: 8.03.305H

Module: Sales Management

Call Number: 1041449PSC
(If a call was placed regarding this enhancement)

Purpose:
When a RMA credit is created for a sales kit the credited amount is
equal to the sum of the prices of the sales kits rather than the price
of the set itself. This results in the credit being issued for more than
the original invoice. We have been told that we need to manually adjust
the value of the credit which would cause us to rely on the memories of
our operators when the credit is created. Since there may not be an
actual formula used when generating the prices of the sets (ie each
component is reduced by a certain percentage), it is not reasonable to
expect an operator to play with the numbers to make the credit correct.

Suggested Enhancement:
When creating an RMA credit for sales kits, the credit should equal the
value of the invoiced price and not the sum of the prices of the
components

Current workarounds:
Manually adjusting the credits

Any help that can be offered would be greatly appreciated.

Thanks

Kersten MacLennan
IT/ERP Analyst
Semrock, Inc.
3625 Buffalo Rd.,
Suite 6
Rochester, NY 14624
585-594-7009
585-594-7095 fax

kmaclennan@semrock. com

The Standard in Optical Filters for Biotech & Analytical Instrumentation
More than 100,000 Ion Beam Sputtered filters delivered - extensive
inventory now!

The information contained in this message and any attachments may be
privileged, confidential, and protected from disclosure. If the reader
of this message is not the intended recipient, or any agent responsible
for delivering this message to the intended recipient, you are hereby
notified that any dissemination, distribution, or copying of this
communication may be unlawful and therefore strictly prohibited. If you
received this message in error, please reply to the message and delete
it. Thank you

[Non-text portions of this message have been removed]






____________________________________________________________________________________
Yahoo! oneSearch: Finally, mobile search
that gives answers, not web links.
http://mobile.yahoo.com/mobileweb/onesearch?refer=1ONXIC

[Non-text portions of this message have been removed]
6
That is exactly what I am saying. It credits back the sum of the component prices. I understand that only a component of a sales kit may be returned, but the system does not give you a choice. There have been two enhancement requests submitted. One by me and the other by the support technician that was helping me out and I would appreciate any additional support that I can get. At bthis point they are recommending that the credit be manipulated after creation as a work around.

-----Original Message-----
From: RSN [mailto:rsnsfi@...]
Sent: Mon 10/15/2007 7:52 PM
To: vantage@yahoogroups.com
Cc:
Subject: Re: [Vantage] RMA Credits for Sales Kits



Kersten, are you saying that when you do an RMA against a SO Line for that sales kit, it does not issue bAck the RMA for the original SO line price?

----- Original Message ----
From: Kersten MacLennan <kmaclennan@... <mailto:kmaclennan%40semrock.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Thursday, October 11, 2007 9:42:33 AM
Subject: [Vantage] RMA Credits for Sales Kits

Hi,

I am new to this group. In fact I signed up just last night. I am
running Vista 8.03 and I have a problem with the way the system creates
RMA credits for sales kits. I have submitted an enhancement request and
am looking for additional support. The way that the credit is created is
by going to the components of the kit and using the selling price for
them. This means that if the sum of the prices of the components does
not match the selling price of the kit, the crdit does not match the
invoice and has to be corrected before it is completely issued. I was
told this is "as designed" since a sales kit can be broken down to the
component level and only a piece of the kit may be returned. I agree
with the theory but the system does not allow for the full kit to be
returned and have it match the original invoice. I would rather not have
to rely on my users to remember that this type of RMA must be handled
differently than any other type of RMA. If I can generate enough support
for the enhancement request, they will have to listen. I have included a
copy of my request.

Epicor Enhancement Request

Product: (Vista or Vantage) Vista

Version: 8.03.305H

Module: Sales Management

Call Number: 1041449PSC
(If a call was placed regarding this enhancement)

Purpose:
When a RMA credit is created for a sales kit the credited amount is
equal to the sum of the prices of the sales kits rather than the price
of the set itself. This results in the credit being issued for more than
the original invoice. We have been told that we need to manually adjust
the value of the credit which would cause us to rely on the memories of
our operators when the credit is created. Since there may not be an
actual formula used when generating the prices of the sets (ie each
component is reduced by a certain percentage), it is not reasonable to
expect an operator to play with the numbers to make the credit correct.

Suggested Enhancement:
When creating an RMA credit for sales kits, the credit should equal the
value of the invoiced price and not the sum of the prices of the
components

Current workarounds:
Manually adjusting the credits

Any help that can be offered would be greatly appreciated.

Thanks

Kersten MacLennan
IT/ERP Analyst
Semrock, Inc.
3625 Buffalo Rd.,
Suite 6
Rochester, NY 14624
585-594-7009
585-594-7095 fax

kmaclennan@semrock. com

The Standard in Optical Filters for Biotech & Analytical Instrumentation
More than 100,000 Ion Beam Sputtered filters delivered - extensive
inventory now!

The information contained in this message and any attachments may be
privileged, confidential, and protected from disclosure. If the reader
of this message is not the intended recipient, or any agent responsible
for delivering this message to the intended recipient, you are hereby
notified that any dissemination, distribution, or copying of this
communication may be unlawful and therefore strictly prohibited. If you
received this message in error, please reply to the message and delete
it. Thank you

[Non-text portions of this message have been removed]

__________________________________________________________
Yahoo! oneSearch: Finally, mobile search
that gives answers, not web links.
http://mobile.yahoo.com/mobileweb/onesearch?refer=1ONXIC <http://mobile.yahoo.com/mobileweb/onesearch?refer=1ONXIC>

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
7
I have not tried 803 yet, and already have issues with the way the RMA process works in Vantage.
With that being said, I want to ask whether you are referencing the original line from the original order when you do the RMA, or are you simply creating an RMA for the part number of the same sales kit?
Carey


To: vantage@yahoogroups.comFrom: kmaclennan@...: Thu, 11 Oct 2007 18:56:33 +0000Subject: [Vantage] Re: RMA Credits for Sales Kits




If you could submit the same enhancement request I would appreciate it. My VAR is going to the conferance in Florida and I'm sure it will be an issue. I have waited about 8 weeks to get the answer that it is working as designed and I was a bit upset with the response. I sent out a whole bunch of emails.ThanksKersten--- In vantage@yahoogroups.com, "Charlie Smith" <CSmith@...> wrote:>> The process makes sense. The price of the kit could be less than the> price of the component parts. This is because you may want to sell the> kit at a discount to the sum of the component parts. So the RMA needs to> be processing the order based upon what it returned. The question then> becomes if I sell a kit, but a component of that kit is returned, what> do I credit, the component price or the component price in relationship> to the total components and the kit price. It can become an issue.> > > > I agree that if the kit is returned, the RMA credit should be in> relationship to the order and the kit sale price on that order. What> would have to be addressed is a return of a component of that kit and> the price used for the RMA Credit.> > > > Charlie Smith> > Smith Business Services / 2W Technologies LLC > > www.vistaconsultant.com <http://www.vistaconsultant.com/> / > www.2WTech.com> > > > > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf> Of Kersten MacLennan> Sent: Thursday, October 11, 2007 12:43 PM> To: vantage@yahoogroups.com> Subject: [Vantage] RMA Credits for Sales Kits> > > > Hi,> > I am new to this group. In fact I signed up just last night. I am> running Vista 8.03 and I have a problem with the way the system creates> RMA credits for sales kits. I have submitted an enhancement request and> am looking for additional support. The way that the credit is created is> by going to the components of the kit and using the selling price for> them. This means that if the sum of the prices of the components does> not match the selling price of the kit, the crdit does not match the> invoice and has to be corrected before it is completely issued. I was> told this is "as designed" since a sales kit can be broken down to the> component level and only a piece of the kit may be returned. I agree> with the theory but the system does not allow for the full kit to be> returned and have it match the original invoice. I would rather not have> to rely on my users to remember that this type of RMA must be handled> differently than any other type of RMA. If I can generate enough support> for the enhancement request, they will have to listen. I have included a> copy of my request.> > > > Epicor Enhancement Request> > Product: (Vista or Vantage) Vista> > Version: 8.03.305H> > Module: Sales Management> > Call Number: 1041449PSC> (If a call was placed regarding this enhancement)> > Purpose: > When a RMA credit is created for a sales kit the credited amount is> equal to the sum of the prices of the sales kits rather than the price> of the set itself. This results in the credit being issued for more than> the original invoice. We have been told that we need to manually adjust> the value of the credit which would cause us to rely on the memories of> our operators when the credit is created. Since there may not be an> actual formula used when generating the prices of the sets (ie each> component is reduced by a certain percentage), it is not reasonable to> expect an operator to play with the numbers to make the credit correct.> > Suggested Enhancement: > When creating an RMA credit for sales kits, the credit should equal the> value of the invoiced price and not the sum of the prices of the> components> > Current workarounds: > Manually adjusting the credits> > > > _._,___ > > > > [Non-text portions of this message have been removed]>






_________________________________________________________________
Peek-a-boo FREE Tricks & Treats for You!
http://www.reallivemoms.com?ocid=TXT_TAGHM&loc=us

[Non-text portions of this message have been removed]