Entering Returned Material Authorizations

Access the Returned Material Authorization Revisions form.

Customer

Enter a user-defined name or number that identifies an address book record. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.

For example, if address book number 4100 (Total Solutions) has a long address TOTAL and an * distinguishes it from other entries (as defined in the Address Book constants), you could type TOTAL* into the field, and the system would return 4100.

Customer Ref # (customer reference number)

Use to cross-reference a customer number with the RMA.

Claim/PO Number (claim/purchase order number)

Enter a claim submitted by a service provider for a warranty repair.

Branch Plant

Enter the branch/plant that the system uses when creating the sales order and purchase order.

Request

Enter a number that identifies a customer issue.

Last Disposition

Enter a value from UDC 40/RN that indicates the current status of a Returned Material Authorization Line. The special handling code for the Last Disposition field determines whether a purchase order, sales order (or credit order), or both are created when you enter the last disposition on an RMA line.

The special handling codes are:

1: Purchase order only.

2: Sales order only.

3: Recommendation only. No purchase order or sales/credit order is created. A recommendation is useful when you want to create an RMA but do not know whether you want to create a sales order or purchase order.

4: Closed.

5: Purchase order and sales order.

6: Credit order only.

7: Purchase order and credit order.

RMA Item Number

Enter a number that the system assigns to an item. It can be in short, long, or third-item number format.

RMA Item Description

Enter a user-defined name or remark.

RMA Quantity

Enter a value that represents the available quantity, which might consist of the on-hand balance minus commitments, reservations, and backorders. You enter this value in the Branch/Plant Constants program (P41001).

RMA Line No (returned material authorization line number)

Enter the number of the detail line on an RMA record.

Inventory Item for Receipt

Enter a number that the system assigns to an item. It can be in short, long, or third-item number format.

Equipment Number for Receipt

Enter an identification code that represents an asset. Values are:

1: Format for an asset number (a computer-assigned, 8-digit, numeric control number).

2: Format for a unit number (a 12-character alphanumeric field).

3: Format for a serial number (a 25-character alphanumeric field).

Every asset has an asset number. You can use unit number and serial number to further identify assets. If this is a data entry field, the first character that you enter indicates whether you are entering the primary (default) format that is defined for the system. A special character (such as / or *) in the first position of this field indicates which asset number format you are using. You assign special characters to asset number formats on the system constants form for fixed assets.

RMA Type

Enter a value from UDC 00/DT that indicates the document type of the RMA records.

Customer

Enter an address book number that indicates to whom the shipment of replacement parts or return and exchange inventory items should be shipped.