Receiving Customer Returns
A return material authorization (RMA) describes a type of order for material that a customer returns to you. You enter RMAs in Oracle Order Entry. You process an RMA receipt transaction to receive material from an RMA.
If inspection is required on an item, only quantities which have been entered in the Inspect Customer Returns window appear in the RMA Receipt window. If no inspection is required for the item but you have entered quantities in the Inspect Customer Returns window, you first receive quantities already inspected, and then any unreceived quantities.
To enter basic RMA information:
2. Enter the date and time of entry for the transaction.
3. Enter the RMA number for the material to receive.
The order type for the return, such as Return for credit, displays in the Type field. Return numbers are unique within an order type.
4. Optionally, indicate if inventory information should be defaulted from the serial number.
To view the line items on the RMA to receive, and to specify the quantity to receive for each line item:
2. Enter a line item number on the RMA. The associated item information displays.
You can receive the same line item more than once. For example, you may need to receive partial quantities to different subinventories or stock locators.
3. Optionally, enter the revision for the item to receive. You must enter a value here if the item is under revision control.
4. Enter the subinventory to which to receive the material.
Optionally, enter a locator. You must enter a locator if you established locator control.
5. Optionally, enter a lot number for the line item. If you want to enter multiple lot numbers, complete the remaining steps, then choose the Lot/Serial button to display the Lot Entry window.
If you enter a lot number, enter the date the lot expires. You can enter a value here only if the Lot Expiration (Shelf Life) Control item attribute is set to User-defined Expiration Date.
6. Enter a unit of measure. This can be the unit of measure entered when the RMA was issued (the default) or any valid alternate unit of measure.
If you enter an alternate unit of measure, Oracle Inventory receives the quantity you specify in this unit of measure. Oracle Inventory also converts the quantity to the primary unit of measure so that it can correctly update the on-hand quantity.
7. Enter the quantity of the inventory item to receive. The default is the quantity on the RMA for the line item.
8. Optionally, enter a reason for the transaction. For example, you can use reason codes to mark exceptional charges to support a quality data collection and reporting system. See: Defining Transaction Reasons.
9. Optionally, enter up to 240 characters of free reference text that describes the transaction.
To choose lot or serial numbers for the line item:
To process the transaction:
Entering Return Material Authorizations
Customizing the Presentation of Data in a Folder