RMA Processing Questions

You're wishing the system to behave differently than it actually does.


Proper accounting is to invoice the 'bad' product shipped & generate a customer credit thru the RMA process to offset it. Then enter a new sales order/line/release to replace it (at original net price).

Oh yeah: Inspect fail the RMA returned material (& DMR fail) while you're at it to fully close the cost accounting loop.

Pain in the neck (but technically correct).

Rob Â




________________________________
From: Stelios Zoumis <s.zoumis@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Cc: Panagiota Farmakidou <P.Farmakidou@...>
Sent: Thursday, July 2, 2009 9:41:39 AM
Subject: [Vantage] RMA Processing Questions





I sent a specific part qty to a customer.
The customer returns some of the parts back because its scrap. I create an RMA.
(At this point I have an issue. I can't receive the quantity if the pack ID is not invoiced.
Does anyone know how I can receive the RMA qty, without invoicing the pack ID?)

Entering invoice, i create the RMA disposition and all the appropriate corrective actions.
When the parts are ready, I want to send them back to customer.
The only way I found to send them back is to reopen the initial S.O and add a new line.
At this point I want to ask if the reopening of the SO is correct. The whole process of reopening the SO changes the amount of the part Qty that had been sold to customer.
Does anyone have to suggest a better method to return the RMA qty back to customer?

------------ --------- --------- --------- -----
Stelios Zoumis
Senior ERP Consultant
Financial Products & Solutions Department
ATC S.A.
Tel: +30 210 6874300
Fax: +30 210 6855564
10, Rizariou str, 152 33
Halandri, Athens, GREECE
E-mail <<<mailto:s.zoumis@atc. gr<blocked::blocked: :mailto:s.zoumis@atc. gr>>>>

============ ========= ========= =====
This e-mail correspondence is confidential and intended for the named recipient(s) only. The information contained in this e-mail and any attachments may be confidential and/or protected by copyright. If the reader of this e-mail is not intended recipient or the person responsible for delivering it to the intended recipient, any copying, distribution, publication or other use of, or taking of any action in reliance upon, this e-mail is strictly prohibited. Should you have received this e-mail in error, you are requested to notify ATC S.A. and to delete this message and any attachments imm

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







[Non-text portions of this message have been removed]
I sent a specific part qty to a customer.
The customer returns some of the parts back because its scrap. I create an RMA.
(At this point I have an issue. I can't receive the quantity if the pack ID is not invoiced.
Does anyone know how I can receive the RMA qty, without invoicing the pack ID?)

Entering invoice, i create the RMA disposition and all the appropriate corrective actions.
When the parts are ready, I want to send them back to customer.
The only way I found to send them back is to reopen the initial S.O and add a new line.
At this point I want to ask if the reopening of the SO is correct. The whole process of reopening the SO changes the amount of the part Qty that had been sold to customer.
Does anyone have to suggest a better method to return the RMA qty back to customer?


--------------------------------------------
Stelios Zoumis
Senior ERP Consultant
Financial Products & Solutions Department
ATC S.A.
Tel: +30 210 6874300
Fax: +30 210 6855564
10, Rizariou str, 152 33
Halandri, Athens, GREECE
E-mail <<<mailto:s.zoumis@...<blocked::blocked::mailto:s.zoumis@...>>>>


===================================
This e-mail correspondence is confidential and intended for the named recipient(s) only. The information contained in this e-mail and any attachments may be confidential and/or protected by copyright. If the reader of this e-mail is not intended recipient or the person responsible for delivering it to the intended recipient, any copying, distribution, publication or other use of, or taking of any action in reliance upon, this e-mail is strictly prohibited. Should you have received this e-mail in error, you are requested to notify ATC S.A. and to delete this message and any attachments imm



[Non-text portions of this message have been removed]
Creating another SO or adding a new line to the original SO is the
proper way to do it. Add the RMA number to the line so that you have a
reference for why you have to reship it.

Use a selling price if you credited the customer and have to reinvoice .
Leave it $0.00 if you are not rebilling the customer. You will still
need to reinvoice after shipping but it will be a zero dollar invoice.



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 Stelios Zoumis
Sent: Thursday, July 02, 2009 9:42 AM
To: vantage@yahoogroups.com
Cc: Panagiota Farmakidou
Subject: [Vantage] RMA Processing Questions








I sent a specific part qty to a customer.
The customer returns some of the parts back because its scrap. I create
an RMA.
(At this point I have an issue. I can't receive the quantity if the pack
ID is not invoiced.
Does anyone know how I can receive the RMA qty, without invoicing the
pack ID?)

Entering invoice, i create the RMA disposition and all the appropriate
corrective actions.
When the parts are ready, I want to send them back to customer.
The only way I found to send them back is to reopen the initial S.O and
add a new line.
At this point I want to ask if the reopening of the SO is correct. The
whole process of reopening the SO changes the amount of the part Qty
that had been sold to customer.
Does anyone have to suggest a better method to return the RMA qty back
to customer?

--------------------------------------------
Stelios Zoumis
Senior ERP Consultant
Financial Products & Solutions Department
ATC S.A.
Tel: +30 210 6874300
Fax: +30 210 6855564
10, Rizariou str, 152 33
Halandri, Athens, GREECE
E-mail <<<mailto:s.zoumis@... <mailto:s.zoumis%40atc.gr>
<blocked::blocked::mailto:s.zoumis@... <mailto:s.zoumis%40atc.gr>
>>>>

===================================
This e-mail correspondence is confidential and intended for the named
recipient(s) only. The information contained in this e-mail and any
attachments may be confidential and/or protected by copyright. If the
reader of this e-mail is not intended recipient or the person
responsible for delivering it to the intended recipient, any copying,
distribution, publication or other use of, or taking of any action in
reliance upon, this e-mail is strictly prohibited. Should you have
received this e-mail in error, you are requested to notify ATC S.A. and
to delete this message and any attachments imm

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





[Non-text portions of this message have been removed]
If you are not rebilling the customer be aware of the costs that will be
passed from RMA disposition, as your gross margin for that shipment
could look 10 times worse than what it actually might be...



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of CharlieSmith
Sent: Thursday, July 02, 2009 8:45 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] RMA Processing Questions





Creating another SO or adding a new line to the original SO is the
proper way to do it. Add the RMA number to the line so that you have a
reference for why you have to reship it.

Use a selling price if you credited the customer and have to reinvoice .
Leave it $0.00 if you are not rebilling the customer. You will still
need to reinvoice after shipping but it will be a zero dollar invoice.

Charlie Smith

Smith Business Services / 2W Technologies LLC

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 Stelios Zoumis
Sent: Thursday, July 02, 2009 9:42 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Cc: Panagiota Farmakidou
Subject: [Vantage] RMA Processing Questions

I sent a specific part qty to a customer.
The customer returns some of the parts back because its scrap. I create
an RMA.
(At this point I have an issue. I can't receive the quantity if the pack
ID is not invoiced.
Does anyone know how I can receive the RMA qty, without invoicing the
pack ID?)

Entering invoice, i create the RMA disposition and all the appropriate
corrective actions.
When the parts are ready, I want to send them back to customer.
The only way I found to send them back is to reopen the initial S.O and
add a new line.
At this point I want to ask if the reopening of the SO is correct. The
whole process of reopening the SO changes the amount of the part Qty
that had been sold to customer.
Does anyone have to suggest a better method to return the RMA qty back
to customer?

--------------------------------------------
Stelios Zoumis
Senior ERP Consultant
Financial Products & Solutions Department
ATC S.A.
Tel: +30 210 6874300
Fax: +30 210 6855564
10, Rizariou str, 152 33
Halandri, Athens, GREECE
E-mail <<<mailto:s.zoumis@... <mailto:s.zoumis%40atc.gr>
<mailto:s.zoumis%40atc.gr>
<blocked::blocked::mailto:s.zoumis@... <mailto:s.zoumis%40atc.gr>
<mailto:s.zoumis%40atc.gr>
>>>>

===================================
This e-mail correspondence is confidential and intended for the named
recipient(s) only. The information contained in this e-mail and any
attachments may be confidential and/or protected by copyright. If the
reader of this e-mail is not intended recipient or the person
responsible for delivering it to the intended recipient, any copying,
distribution, publication or other use of, or taking of any action in
reliance upon, this e-mail is strictly prohibited. Should you have
received this e-mail in error, you are requested to notify ATC S.A. and
to delete this message and any attachments imm

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

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





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