Returning Items to Customers
Items that you receive into inventory through a return material authorization (RMA) can be returned to a customer by processing a return transaction. You cannot return items that have been accepted with the Inspect Customer Returns window unless they have also been received with the RMA Receipt window.
Attention: Use this window only to return repaired items or substitute items to a customer. You should handle rejected items differently; see "Return Material Authorizations (RMAs)" for more information.
To enter basic return information:
2. Enter the date and time of entry for the transaction.
3. Enter the RMA number for the item you are returning.
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 return, and to specify the quantity to return for each line item:
2. Enter the inventory item to return. The associated item information displays.
3. Optionally, enter the revision for the item to return. You must enter a value here if the item is under revision control.
4. Enter a line item on the RMA.
5. Enter the subinventory from which to return the material.
Optionally, enter a locator. You must enter a locator if you established locator control.
6. 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.
7. 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.
8. Enter the quantity of the inventory item to return. The default is the quantity on the RMA for the line item.
9. 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.
10. 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 view quantity available and quantity on hand values:
- Review the following fields:
Available: Displays the quantity available to transfer, based on the unit of measure you specified. The available quantity is the quantity on hand less all reservations for the item. This amount could include the amount you have reserved if you enter a transaction source that has reservations against it. The available quantity includes reservations against current transaction source. The available quantity is specific to the revision level, lot number, subinventory, and locator you specify for the item.
On hand: Displays the current on-hand quantity for the item, based on the unit of measure you specified. The on-hand quantity is specific to the revision, lot number, subinventory, and locator you specify for the item. On-hand includes quantities for pending transactions in the MTL-MATERIAL-TRANSACTIONS-TEMP table.
To process the transaction:
Entering Return Material Authorizations
Customizing the Presentation of Data in a Folder