Creating an Item Receipt from a Return Authorization
When an RMA has been approved or if it does not require approval, the record is set to Pending Receipt status. The option to create an item receipt is displayed only in view mode. For instructions on accessing an RMA, see Viewing Related Records of Warranty Claims.
For replacement claims, if your account has the Ship Replacement in Advance preference enabled, you have the option to create a sales order. This option enables you to create a sales order for sending the replacement item to the customer, before receiving the warranty item. For more information about the preference, see Setting Warranty Preferences. For instructions on creating a sales order, see Creating a Sales Order for Replacement Claims.
The following instructions begin after opening an RMA record.
To create an item receipt from a return authorization:
-
On the Return Authorization page, verify that the details are correct and complete.
If you need to edit the RMA before creating the item receipt, click Edit to update the record. After saving your changes, the record returns to view mode.
-
Click Receive. A new Item Receipt form is displayed.
-
On the Item Receipt form, you can view and edit the details in the Primary Information section.
-
On the Items subtab, do any of the following:
-
In the Receive column, be sure to check the box for the warranty item.
-
In the Location column, if you use the Multi-Location Inventory feature, select the location for the received item.
-
In the Quantity column, verify that the quantity of received items is correct.
-
In the Inventory Detail column, enter the details for serialized and lot numbered items, as indicated on the claim.
-
In the Restock column, be sure to check the box for repair claims. This box indicates that you are going to return the item to the inventory.
-
-
Click Save to create the item receipt record.
You must not select the Save & Refund option because cash refunds are not supported. For more information, see Limitations and Recommendations.
After creating an item receipt, you can return to the RMA to process the claim for refund, replacement, or repair. For more information, see Processing Refund, Repair, and Replacement Claims.
For partially received items, you can already process a refund for the returned items or receive additional warranty items. The Receive option is not available when you have received all the warranty items, or when you close the line item.
Item receipts are tracked on their associated RMA and claim record. On both records, item receipts are listed on the Related Records subtab. For more information about viewing item receipts on claims, see Viewing Related Records of Warranty Claims.