Returns - Revision history

Amy at 20:51, 21 October 2014

2014-10-21T20:51:21Z

2014-10-21T20:49:01Z

2014-05-19T18:29:32Z

2014-05-19T18:22:44Z

2014-05-19T17:22:02Z

Return Material from Customer Site back to Inventory

2013-06-05T15:14:31Z

Return Material in Inventory back to the Vendor

2013-05-08T17:29:29Z

Create a credit invoice for customer equipment returned

2013-05-08T17:27:02Z

Create a credit invoice for customer equipment returned

2013-05-08T17:26:10Z

Create a credit invoice for customer equipment returned

2013-05-08T17:24:49Z

Create a credit invoice for customer equipment returned

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 <br>9) Click the the '''Return Items''' tab and the equipment selected will show on the tab.
 <br>10) Select the item and click '''Receive Item'''
-<br>11) In the Receive Return Item window, check '''Permanent Removal''' and make sure you are returning into the correct '''warehouse'''.
+<br>11) In the Receive Return Item window, check '''Permanent Removal'''.
 <br><u>If the material is serialized :</u>
 * Enter the serial number in the Receive Stock tab and click '''Add'''.

@@ Line 14: / Line 14: @@
 <br>5) In the RMA, click the '''Return Items''' tab
 <br>6) Select the item on the grid and click '''Receive Item'''
-<br>7) In the Receive Return Items window, make sure '''Permanent Removal''' is checked, notice the '''warehouse''' you will receive the stock into.
+<br>7) In the Receive Return Items window, make sure '''Permanent Removal''' is checked.
 <br><br><u>If the material is serialized :</u>
 * Enter the serial number in the Receive Stock tab and click '''Add'''.

@@ Line 1: / Line 1: @@
 RMA (Return Material Authorization) is used to return items either from a customer equipment list to your stock OR from your stock to the vendor. If parts need to move from customer to vendor, this requires two RMA transactions, one from customer to stock and another one from stock to vendor. SME does not always handle the accounting side of RMA's so you need to manage the credits to customer or from vendors.
-<br>In order for items to be able to be returned from your customer to your inventory, the items must be delivered/ sold from your stock. The Item status cannot be "has jit items".
+<br>In order for items to be able to be returned from your customer to your inventory, the items must be delivered/ sold from your stock. The Item status cannot be "has jit items". Review the [[Material Allocation]] page to understand how to reserve stock and how stock is depleted from inventory and marked as delivered or sold.
 == Return Material from Customer Site back to Inventory ==

← Older revision		Revision as of 18:22, 19 May 2014
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	RMA (Return Material Authorization) is used to return items either from a customer equipment list to your stock OR from your stock to the vendor. If parts need to move from customer to vendor, this requires two RMA transactions, one from customer to stock and another one from stock to vendor. SME does not always handle the accounting side of RMA's so you need to manage the credits to customer or from vendors.		RMA (Return Material Authorization) is used to return items either from a customer equipment list to your stock OR from your stock to the vendor. If parts need to move from customer to vendor, this requires two RMA transactions, one from customer to stock and another one from stock to vendor. SME does not always handle the accounting side of RMA's so you need to manage the credits to customer or from vendors.
		+
		+	<br>In order for items to be able to be returned from your customer to your inventory, the items must be delivered/ sold from your stock. The Item status cannot be "has jit items".

	== Return Material from Customer Site back to Inventory ==		== Return Material from Customer Site back to Inventory ==

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 <h3> I can't find the item that I need to return </h3>
-In order to be able to put the equipment on a return it has to be Equipment and it has to have been invoiced. If you aren't seeing it show up in the list of material to add to the return, it is probably not invoiced or not equipment.
+In order to be able to put the equipment on a return it has to be Equipment and it has to have been allocated/reserved and invoiced. If you aren't seeing it show up in the list of material to add to the return, it is probably not invoiced or not equipment.
 <br>If you go to the '''Customer''' module > '''Customer Equipment''' do you see the equipment there? If not, it isn't equipment.

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 <br>12. You will be prompted with “all items have been received, close return? Click the order?”  Click '''Yes'''.
+[[File:VendorReturn_POItemsTab.png]]
 == Returning serialized item from customer to vendor and swapping with a new serial number ==

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 <h3>Credit the original invoice for the material and set it to sync</h3>
-<br>You can also start a return by choosing the invoice the equipment was on and crediting that same invoice.
+<br>You can credit the original invoice and sync the credited invoice back to QuickBooks.
 <br>1) Click '''New''' and select from '''Customer site'''
 <br>2) Select customer

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 <br>[[File:Return_EnteringTheCreditAmount.png]]
 <br>11) Enter the '''credit amount'''. The Credited Invoice # will be populated
 <br>'''NOTE''' - You must know what you have set on your SMP_Credit Item in QuickBooks so you know if you need to enter the material amount only or the material amount plus tax for the material in the Credit Amount. To check, open QuickBooks. Click Lists > Item List. Open SMP_Credit and note the Tax Code.
 <br>[[File:SMP_Credit_TaxCode.png]]

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 <br>9) In the Receive Returned Items window, make sure '''Permanent removal''' is checked
 <br>10) Go to the '''Credits''' tab
-<br>[[File:EnterCreditAmount.png]]
+<br>[[File:Return_EnteringTheCreditAmount.png]]
 <br>11) Enter the '''credit amount'''. The Credited Invoice # will be populated
 <br>'''NOTE''' - You must know what you have set on your SMP_Credit Item in QuickBooks so you know if you need to enter the material amount only or the material amount plus tax for the material in the Credit Amount. To check, open QuickBooks. Click Lists > Item List. Open SMP_Credit and note the Tax Code.

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 <br>2) Select customer
 <br>3) click '''Actions''' > '''Customer Return'''
 <br>4) Enter the Invoice Number and click OK.
 <br>5) In the search window that opens, select the invoice
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 <br>7) Go to the '''Return Items''' tab and you will find the equipment listed.
 <br>8) Select the equipment and click '''Receive Item'''
 <br>9) In the Receive Returned Items window, make sure '''Permanent removal''' is checked
 <br>10) Go to the '''Credits''' tab
 <br>11) Enter the '''credit amount'''. The Credited Invoice # will be populated
 <br>'''NOTE''' - You must know what you have set on your SMP_Credit Item in QuickBooks so you know if you need to enter the material amount only or the material amount plus tax for the material in the Credit Amount. To check, open QuickBooks. Click Lists > Item List. Open SMP_Credit and note the Tax Code.