Managing Returned Material for Material Stock Requests

This section discusses ways to manage returned material for material stock requests.

Use the PeopleSoft Inventory RMA Form component to enter RMA transactions for material stock requests, that is, demand from sources other than PeopleSoft Order Management.

In PeopleSoft Inventory, you can access internal and external shipment information from both the RMA Form page and the navigation. When you access the Internal Shipment History and External Shipment History pages from the RMA Form page, you can select Inventory shipment history lines to populate the RMA form.

Page Name

Definition Name

Usage

RMA Form Page

RMA_FORM_INV

Enter RMA transactions for material stock requests and orders with demand sources other than PeopleSoft Order Management.

RMA Line link on the RMA Form Page

RMA_LINE_INV

Change or enter detail for an RMA line that you entered on the RMA Form page.

RMA Return-From Location (returned material authorization return from location) Page

RMA_RET_FROM_LOC

View the address for the location from which the material is returned.

ChartField Overrides Page

RMA_HDR_CF

Update ChartFields for the RMA header.

ChartField Overrides Page

RMA_LINE_CF

Update ChartFields for the RMA line.

Internal Shipment History Page

RMA_MSR_SHIP_HIST

View material stock requests for an internal issue.

Serial/Lot Selection (Internal Requests) Page

RMA_SHPHS_SERIAL

Specify which serial IDs are returned (internal requests).

Serial/Lot Selection (Internal Requests) Page

RMA_SHPHS_LOT

Specify which serial or lot IDs are returned (internal requests).

See Specifying Which Serial IDs or Lot IDs Are Returned (External Requests)

External Shipment History Page

CUST_SHIP_HIST_INV

View external material stock requests.

Serial/Lot Selection (External Requests) Page

RMA_SHPHS_SERIALEX

Specify which serial and lot IDs are returned (external requests).

Serial/Lot Selection (External Requests) Page

RMA_SHPHS_LOTEX

Specify which serial IDs or lot IDs are returned (external requests).

See Specifying Which Serial IDs or Lot IDs Are Returned (External Requests)

Return Material Authorization Page

RUN_INS3000

Specify parameters for the Return Material Authorization Form. You have the option to include canceled order lines in the report run.

Use the RMA Form page (RMA_FORM_INV) to enter RMA transactions for material stock requests and orders with demand sources other than PeopleSoft Order Management.

Image: RMA Form page

This example illustrates the fields and controls on the RMA Form page. You can find definitions for the fields and controls later on this page.

RMA Form page

Field or Control

Definition

RMA Date

View the current date by default.

RMA Status

Select a value:

Pending: RMA form is not complete. The system cannot receive items referenced on the RMA that have a status of Pending until the status is changed to Open.

Open: RMA form is complete, ready for processing, and can receive returned items. The RMA status remains Open until the last line item of the RMA is received. This is the default value.

Canceled: RMA is no longer valid and no receipts are expected for it. You cannot change RMA status in the header to Canceled if there are receipts against any of the RMA lines, and you cannot change RMA line status to Canceled if there are any receipts against the line. Change the RMA status to Canceled to access the RMA Cancel page and enter the date and the reason for the cancellations.

Closed: All RMA lines are received. RMA lines are automatically set to Closed when the received quantity on the line is greater than or equal to the returned quantity.

Reason Code

Reason codes with an RMA Cancel type must exist on the Reason Codes page.

Return From Options

Option

Available Fields

Internal Location

Select a return from location for internal issues from PeopleSoft Inventory. Values include all locations.

Click the RMA Location Address link to access the RMA Return-From Location page, where you can view the internal location address from which the stock is returned.

External Customer

Select the return from customer and modify the return from location as necessary for external issues from PeopleSoft Inventory. If the installation does not include PeopleSoft Order Management, Billing, or Accounts Receivable, the system doesn't validate the entry.

For external customers, you can view or change the return from address. Click the Display link to access the RMA Customer Address page and can view the current return from address. Click the Override link to access the RMA Header Return-From Address page and modify the address information.

Field or Control

Definition

Return To

The PeopleSoft Inventory Business Unit to which the material is returned.

Estimated Return Date and Estimated Return Time

View the current date and time. These are estimates only, and the planning system might use them as a potential source of supply.

If the Return To business unit requires closure calendar validation for receiving activities (defined on the Closure Calendar page), the system validates the order's estimated return date and time against the calendar. If the estimated return date and time are not valid for receiving activities at the destination business unit, a warning message appears when you save the change. You can ignore the warning or reschedule the return date. If you reschedule, the system calculates and returns the next valid date for receiving operations at the destination business unit.

Distribution Type

View the business unit's distribution options. Distribution types define different departments or cost centers. While the transaction determines the debit and credit accounts for most transactions, distribution types are used when the account distribution depends on which department or cost center issued the product.

Approval Required

If selected (the default), you can save the RMA only as Pending.

You can use the links on this page to associate additional information with the RMA. You must save the RMA Form page before transferring to ChartFields overrides and internal or external shipment history.

RMA Lines

Enter basic information for the RMA line. This information appears as default information on the RMA Line page, where you can modify it.

Field or Control

Definition

Line

The default is 1 for the first return line. This value increments by one for each additional line.

Item ID

Enter the ID for the item that you are returning. Only items with a status of Active, Hold, Discontinue, or Inactive are values, and only these items appear in the prompt table.

Quantity Returned and UOM

Enter the quantity and UOM for the returned item. The UOM must be a valid stocking UOM for the item.

Quantity Base

The quantity returned, in the item's base UOM.

Return To

The Return To business unit that you defined at the header level becomes the default for all lines. You can change this value on a line-by-line basis.

Distribution Type

The distribution type that you selected at the header level becomes the default distribution type on all lines. You can change this value on a line-by-line basis.

Use the RMA Line page (RMA_LINE_INV) to change or enter detail for an RMA line that you entered on the RMA Form page.

All of the fields on this page derive their default values from the RMA Form page and are available for editing except Unit and RMA Number.

Field or Control

Definition

PO Number

The default is the PO number that is associated with the shipment that is referenced on the line.

Carrier ID

The system retrieves the default value from the Return Type Codes page.

See Return Type Codes Page.

Use the Internal Shipment History page (RMA_MSR_SHIP_HIST) to view material stock requests for an internal issue.

Field or Control

Definition

Ship History for MSRs (months)

The system retrieves this value from the Inventory Definition - Business Unit Options: RMA Defaults page. All shipments within the range that you specified appear.

Catalog Search Button

Click the Catalog Search button to select specific shipments or to change the date range of the orders.

Select All

Click to select all of the lines on this page.

Select

Click to select shipment history lines.

Return

Click to copy the Item ID, Qty Shipped, UOM, and Distribution Type field values from the selected lines to the RMA lines.

Note: Although ChartFields and Projects do not appear on this page, they are copied to the RMA line.

Serial/Lot Selection Button

Click the Serial/Lot Selection button next to the shipment history line if the item is ship serial-, serial-, or lot-controlled. This opens the Serial/Lot Selection page (Internal Material Stock Requests - Serial ID) or the Serial/Lot Selection page (Internal Material Stock Requests - Lot ID) page, where you can select shipping serial-, serial-, or lot-controlled lines.

Use the Serial/Lot Selection page (RMA_SHPHS_SERIAL) to specify which serial IDs are returned (internal requests).

In the scroll area, the serial IDs that are associated with the demand line appear together with the quantity shipped. Select the serial ID that is returned. Click the Select/Deselect All IDs link to select or deselect all of the serial or lot rows.

In the scroll area, the serial or lot IDs that are associated with the demand line appear together with the quantity shipped.

Field or Control

Definition

Serial ID and Lot ID

Select the serial or lot ID that is returned.

Select/Deselect All IDs

Click to select or deselect all of the serial or lot rows.

Expiration Date

View, for lot-controlled items, the lot expiration date that was calculated at the source business unit upon shipment of the lot, if applicable.

Use the External Shipment History page (CUST_SHIP_HIST_INV) to view external material stock requests.

Field or Control

Definition

Ship History for RMAs (months)

View the time period for the shipment history for RMAs that you establish on the Inventory Definition - Business Unit Options: RMA Defaults page. All shipments within the specified range specified appear.

Serial/Lot Selection Button

Click the Serial/Lot Selection button next to the shipment history line if the item is ship serial-, serial-, or lot controlled. This opens the Serial/Lot Selection page (External Material Stock Requests - Serial ID), where you specify serial IDs for the returned items, or the Serial/Lot Selection page (External Material Stock Requests - Lot ID), where you specify lot IDs for the returned items.

Select

Click to select shipment history lines.

Return to Search

Click to copy the Product ID, UOM, Qty Shipped, Unit Price, ChartField, and Project field values from the selected lines to the RMA lines.

Note: Although Unit Price, ChartFields, and Projects do not appear on this page, they are available for the system to copy to the RMA line.

Use the Serial/Lot Selection page (RMA_SHPHS_SERIALEX) to specify which serial and lot IDs are returned (external requests).

In the scroll area, the serial IDs that are associated with the demand line appear together with the quantity shipped.

Field or Control

Definition

Serial ID

Select the serial ID that is returned.

Select/Deselect All IDs

Click to select or deselect all of the serial or lot rows that appear on this page.

Use the Serial/Lot Selection page (RMA_SHPHS_LOTEX) to specify which serial IDs or lot IDs are returned (external requests).

Use the Serial/Lot Selection page (RMA_SHPHS_LOT) to specify which serial or lot IDs are returned (internal requests).

In the scroll area, the serial or lot IDs that are associated with the demand line appear together with the quantity shipped.

Field or Control

Definition

Serial ID and Lot ID

Select the serial or lot ID that is returned.

Select/Deselect All IDs

Click to select or deselect all of the serial or lot rows.

Expiration Date

View, for lot-controlled items, the lot expiration date that was calculated at the source business unit upon shipment of the lot, if applicable.