I’m looking for some guidance on how to handle an RMA where the returned material is deemed acceptable and sent back to the customer that returned it. I haven’t found documentation on how to handle this scenario. Thanks in advance.
I guess it depends on whether you are charging the customer for ‘Testing’ the returned item? Either way you could put the item into a specified returns location and then create wither a zero value sales order or a sales order with the ‘Testing’ change against it and ship it back to the customer on that?
You do that as part of the RMA Disposition process. One of the dispositions is return to customer.
Do we need to create another SO? Would there then be a $0 invoice and how would that get closed? Thanks for your help!
Looking at it again, in Kinetic you can use John’s suggestion above and that will return it directly from the disposition, that is if it is still in the disposition.
That’s what I was thinking. Looks like we need to reject at Inspection to get it to DMR then in DMR select Return To Customer. We can generate Tags there and move to Shipping. I’m not sure how we ship then. Misc Shipment?
You don’t need to reject it at inspection. Are you using the RMA process that the system has? Or are you doing a work around?
DMR would reject it back to the customer anyway so yes you could use Misc Shipment as the transaction off the system has already happened.
Trying to use the system and avoid work around.
Are you using the RMA functionality? Create an RMA, receive the RMA, then using RMA Disposition to action what is needed?
If you are inspecting it at the disposition stage then you can use John’s recommendation he put above
I’d second that… Misc ship has no inventory effect.
Thanks everyone for your help!
Depending on the level of controls that you want in place a good practice is having a complete chain of transfers to know how the RMA was handled.
After receiving the RMA, go to RMA dispositions
Do a quick triage on the product -
- Return Shipment if the product is okay (or not your product!) - Use Miscellaneous Shipment.
- Fail - if the product needs further review, this will send it to DMR
- Stock - if the customer is returning for a refund
- Job - if the product is sent back for a repair.
Basic rule of thumb.
Anytime parts or product leave the facility - they should be shipped via Customer shipment, Miscellaneous Shipment or Subcontract shipment.