Enter RMA Header

Explanation

A return material authorization is built in two levels, consisting of an RMA header and one or several RMA lines. The first step in a new entry is to enter the RMA header.

The RMA header contains information about the requesting customer and the site at which the return of material is authorized. The RMA header also contains information such as the date when the RMA was requested and the status of the current RMA. The status of the RMA header shows whether the RMA has been planned, released, partially received, completed, canceled, or denied. Information about the site or the supplier who receives the retuned material is also available in the RMA header.

Additionally, filtering options that affect the RMA line selections are available in the RMA header.

If the RMA is for a Jinsui invoice customer, the Jinsui Invoice check box on the RMA header will automatically get selected. However, if you need to have a non-Jinsui invoice, although the customer is Jinsui-enabled, then you do have the option of clearing this check box so that it is considered as a normal invoice.

Prerequisites

• The customer must have been entered in Customer.
• In order to be able to enter a RMA approver, the approver must have been defined in the Coordinators window.
• If the RMA requires to have a Jinsui invoice, the customer and the relevant company must be Jinsui-enabled and the accounting currency must be used.

System Effects

As result of this entry, a RMA header with an unique RMA number is created. When the RMA header is entered it receives the status Planned.

Window

Return Material Authorization

Related Window Descriptions

Return Material Authorization

Procedure

1. Open the Return Material Authorization window.
2. Enter the ID of the customer in the Customer No field, either manually or by using the List of Values. When a customer ID is entered, the default site and currency for this customer will be displayed in the Site and Currency fields.
3. In the Coordinator field, you can enter or change the short code for the coordinator (approver of the RMA), either manually or by using the List of Values.
4. Optionally, you can change the date in the Date Requested field.
5. In the Site field, you can enter or change the site to which the customer is returning the current material. Do this by entering the short code for the appropriate site, either manually or by using the List of Values.
6. In the Currency field, you can enter or change the currency used for the prices in the current RMA. Do this by entering the short code for the currency, either manually or by using the List of Values.
7. In the Reference field you can enter any reference to the requesting customer.
8. If you need to directly return material to the external supplier that initially directly delivered the material, then enter a value in the Return to Supplier field.
9. If you need material to be returned to some other site, enter the site in the Return to Site field.
10. Optionally, specify an order number or a shipment ID. Any order lines added are restricted to the specified order number or shipment ID.
11. Optionally, enter the latest return date on which the items are preferred to be received. If a date is entered, it will be printed in the RMA document.
12. Save.