Receiving Returns

Each warehouse can receive returned material and dispose of it appropriately using the information provided on the RMA Return Transaction form.

When a shipment of returned material arrives from a customer, receive it back into your company by performing these steps:

Find the RMAs associated with this particular customer on the RMAs form.
Open the RMA Return Transaction form. If any returns have been authorized to your warehouse, the line items will display in the central portion of the form. If you do not see the material in question, scroll through other RMAs associated with this customer.
After you find and select the appropriate line item, enter the quantity that is being returned in this shipment and whether or not you wish these items to be returned to stock. (Ignore the Reason Code field at this point.). Then click Receive.
If the quantity received equals the quantity authorized to be returned, the return receipt process will automatically change the status of the line item to Filled. If the quantity received is less than the quantity authorized, then more material can be accepted against this return at a later shipment. Only materials actually returned will be credited to the customer, however.

The quantity returned cannot exceed the total quantity to be returned.

You can enter a negative quantity as a method to offset or adjust a prior return that has not yet been credited. The system will prompt you for a reason code for the adjustment. Once a credit memo has been issued, however, negative adjustments are no longer possible.