Returns

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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.

Return Material from Customer Site back to Inventory

You can generate a return for bringing customer equipment that has been invoiced back into inventory. You can start a return from the Customer Equipment Module, directly in the return module, or by entering the invoice number the material was on.


Return from Customer Equipment

Customer Equipment that has been invoiced can be returned from your customer back to your inventory. You can check to see if the equipment was invoiced by opening the equipment and checking the Link Status.
1) Go to the Customer Equipment module and search for the customer
2) Right click on the equipment you want to return
3) Select Retire Remove / Retire
4) Click Yes to jump to new RMA
5) In the RMA, click the Return Items tab
6) Select the item on the grid and click Receive Item
7) In the Receive Return Items window, make sure Permanent Removal is checked, notice the warehouse you will receive the stock into.

If the material is serialized :

  • Enter the serial number in the Receive Stock tab and click Add.

If non-serialized item:

  • Enter the Received Quantity in the Receive Stock tab.


8) Click OK.
9) The RMA will close.
10) Go to the Customer Equipment and notice the status of the equipment you returned is now Retired.
11) Go to the inventory item and click the Material Details tab. If it was a serialized item you can locate the serial number and notice the serialized stock is now available in your warehouse.

Return from Returns module by Invoice Number

If you have the invoice number the material you are returning is on, you can enter the invoice number on the return and pull the material on the invoice onto the return.
1) Go to Inventory module > Returns
2) Click New > From Customer
3) Select the customer in window that opens
4) On the return, click Actions > Customer Return
5) In the window that opens, enter the invoice number
EnterInvoiceNumber CustomerEQReturn.png
6) Click OK
7) The window that opens show the invoice. Double click on it to select
REturnByInvoiceNum SelectInvoice.png
8) In the next window, select the material you want to return on that invoice and the material will be added to the return on the Return Items tab
ReturnItemsTab MaterialAddedFromInvoice.png
9) On the Return Items tab, select the material you want to return and click Receive Item on the tab.
10) Check Permanent Removal and notice the warehouse that the material will be returned into. Change as necessary.

If the material is serialized :

  • Enter the serial number in the Receive Stock tab and click Add.

If non-serialized item:

  • Enter the Received Quantity in the Receive Stock tab.


CheckPermanentRemoval.png
11) If you want to credit the invoice the material was on, click the Credit tab, otherwise click OK to complete the return.
EnterCreditAmount.png
12) Enter the amount to be credited in the Credit Amount field.
13) Click OK. When all items are returned, you can click Yes to close the order in the window that opens
14) Go back to the invoice that was credited. If you want the invoice to update the invoice in QB, check Export to QB.
CheckexportToQBOnCreditedInvoice.png


Return from Returns module search for material

You can initiate a return from the returns module by searching for equipment that has been invoiced for a customer
1) Go to the Inventory module > Returns
2) Click New > From Customer
3) Select the customer in window that opens
4) Click the Return Items tab
5) Click New on the tab
6) Click Select from Customer Equipment
ClickSelectFromCustomerEquipment.png
7) In the window that opens, select the equipment you want to return. The equipment must be invoiced to be able to return.
8) In the Enter Items to be returned window, click OK.
ClickOKInSelectEquipmentWindow.png
9) Click the the Return Items tab and the equipment selected will show on the tab.
10) Select the item and click Receive Item
11) In the Receive Return Item window, check Permanent Removal and make sure you are returning into the correct warehouse.
If the material is serialized :

  • Enter the serial number in the Receive Stock tab and click Add.

If non-serialized item:

  • Enter the Received Quantity in the Receive Stock tab.


12) Click OK.
ReceiveReturnItemsWindow CheckPermRemoval.png
13) Click Yes in the prompt to close the return.

Create a credit invoice for customer equipment returned

1) Create a return from customer and put equipment on the return that has been invoiced.
2) On the return, click the Return Items tab
3) Select the item on the tab and click Return Item
4) Click the Credits tab. Enter the Credit Amount and check Create Credit Invoice.
5) Click OK and the return would close. You would then find a credit invoice that you can send over to QB. You will have to go to the invoice in SME and check Export to QuickBooks if you want the invoice to go to QB. You can find out what invoice number was created by going to the Item Details tab on the return and locating the Created Invoice row. Look in the Credit Invoice # column for the invoice #.
CreditInvoiceFor Return.png



You can also start a return by choosing the invoice the equipment was on and crediting that same invoice.
Click New and select from Customer site
Select customer
clicking Actions > Customer Return
Select the invoice
Select the equipment to return
Go to the Return Items tab and you will find the equipment listed.
Select the equipment and click Receive Item
In the Receive Returned Items window, make sure Permanent removal is checked
Go to the Credits tab
Enter the credit amount. The Credited Invoice # will be populated
Go to the invoice number you credited to see the balance change. You can check Export to QuickBooks if you want it to sync.


Return Material in Inventory back to the Vendor

1. In the Inventory module, select Returns.
2. Click New and select To Vendor.
3. Select the Vendor you are returning to in the Search window.
4. In the return, select the Return Items tab.
ReturnItemsTab.png
5. Click New.
6. Click Select From Stock in the Enter Items to be returned window.
7. Select the material you are returning in the Select Inventory Item window. If it is serialized, write down the serial number because you have to enter it later.
8. Make sure the quantity is correct and Click OK.
9. Click Save in the return.
10. Click Receive Item.

ReceiveItem.png


11. In the Receive Return Items window:

  • If serialized item:
    • Check Permanent Removal
    • Enter the serial number in the Receive Stock tab and click Add. Click OK.
  • If non-serialized item:
    • Check Permanent Removal
    • Enter the Received Quantity in the Receive Stock tab. Click OK.


12. You will be prompted with “all items have been received, close return? Click the order?” Click Yes.

Print the Return

1. Click Print/Email.

Printticket.png


2. Select Standard Return Ticket by Ship From.
3. Click the printer icon in the print preview window to print the ticket.

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