Decide on one of the following choices for the Customer RMA Item:
Move to Available Inventory from RMA TEST Q
RMA TEST Q: Move to Available (Inventory Item received as Customer RMA)
RMA Test Queue: Move RMA Item to Available (back into Inventory)
The RMA Test Queue allows User to determine what to do with the Item that has been returned via RMA
- Workflow Menu > Warehouse >RMA Test Queue Bucket (the RMA Test Q form will open)
- Using the Filter tab, refine your search results
- Highlight an Item in the Awaiting RMA Testing grid, and from the Extended Menu, select Move to Available
- OR drill into the Item (the Process RMA Test Inventory window will open) and from the Extended Menu, select Move to Available. Confirm this choice in the pop up window that appears
- A second pop up window will appear asking if you would like to restock the Item as Refurbished. Select OK or Cancel
Note: The RMA Test Q may also be accessed via the Inventory Menu > Work Queues > RMA Test Q
Create a Vendor Credit from RMA TEST Q
RMA TEST Q: Create a Vendor Credit for Item received as Customer RMA
Create a Vendor Credit from the RMA Test Queue
Received RMA items appear individually in the RMA Test Queue. The purpose of the RMA Test Queue is hold these items until we decide what to do with them.
- Workflow Menu > Warehouse > RMA Test Q bucket
- Filter by Company and / or Branch using the Filter tab
- Drill into the Credit for which you would like to create a Vendor Credit (the Process RMA Test Inventory form will open)
- From the Extended Menu, select Create Vendor Credit and confirm this choice in the pop up window that appears
- In the pop up window that next appears, search for the Vendor to which you would like to issue a Credit
- In the Results grid, highlight a Cendor and then click the Select button (a Voucher of Invoice Type Credit will open)
- Process this Voucher as usual (the RMA item will remain in the queue until this Voucher has posted)
Note: The RMA Test Q may also be accessed via the Inventory menu > Work Queues > RMA Test Q
Scrap Item from RMA TEST Q
RMA TEST Q: Scrap Item received as Customer RMA
The purpose of this queue is to determine what to do with the Item that has been received in the RMA Queue. Scrap an Item from this queue if it cannot be fixed or is otherwise deemed unusable
Scrapping an Item this way will not create a Credit and will not impact anything on the Vendor side
- Workflow Menu > Warehouse > RMA to Test bucket
- Click on the Filters tab and refine search results as needed
- Highlight a Line Item
- From the Extended Menu, select “Scrap”
- Or, drill into a Line Item and select “Scrap” from the Extended Menu of the Process RMA Test Inventory form
- A window will open asking you to confirm your selection
Note: the RMA Test Queue may also be accessed from the Inventory Menu > Work Queues > RMA Test Q
Return to Customer from RMA TEST Q
RMA TEST Q: Return to Customer (Item received as Customer RMA)
The purpose of this queue is to determine what to do with the Item that has been received in the RMA Queue
Use this option if you do not require a replacement Item from the Vendor or from Inventory, or if there was no problem found with the Item, or if it is able to be repaired in-house
You will have the option of adding a repair processing charge to the Invoice
- Workflow Menu > Warehouse > RMA Test Q bucket
- Click on Filters tab and refine your search results if necessary
- Highlight a Line Item
- From the Extended Menu, select “Return to Customer”
- Or, drill into a Line Item and select “Return to Customer” from the Extended Menu of the Process RMA Test Inventory form
- A window will open asking you to confirm your selection
Note: the RMA Test Queue may also be accessed from the Inventory Menu > Work Queues > RMA Test Q
Return to Vendor with no replacement from RMA TEST Q
RMA TEST Q: Return to Vendor with no replacement for Item received as Customer RMA
The purpose of this queue is to determine what to do with the Item that has been received in the RMA Queue
Use this option when you need to return damaged Items to the Vendor. This instruction does not include receiving any Replacement Parts or Credit for the returned Items
- Workflow Menu > Warehouse > RMA to Test bucket
- Click on the Filters tab and refine search results as needed
- Highlight a Line Item
- From the Extended Menu, select “Return to Vendor”
- Or, drill into a Line Item and select “Return to Vendor” from the Extended Menu of the Process RMA Test Inventory form
- A window will open asking you to confirm your selection
- A Vendor RMA window will open. From this window, you may choose to add a replacement to the P.O. and choose to add as a Refurbished Item if appropriate. You may also choose to ship a replacement to the Customer (from Inventory or from the Vendor)
- Click Save button
- A search window will appear allowing you to select the Vendor. Use the fields at the top to narrow your search
- Highlight the desired Vendor in the grid and click the Select button
- A Purchase Order will be created and will open. The PO Type will auto populate with RMARETURN and Status of DATAENTRY. Vendor information will be pre-filled. Process PO normally
Note: The returned Item will be removed from the RMA Test Q only when the PO has shipped and cleared from the Ship Q