Exercise 27: Using RMAs
This exercise has a number of separate tasks:
• Verify appropriate control settings
• Create an RMA with issue and receipt lines
• Ship/receive directly from RMA Maintenance
Verify Control Settings
1 Go to RMA/RTS Control (11.7.24).
2 Verify that the following settings have the listed value. Change as needed.
|
Field
|
Value
|
|
RMA Header Comments
|
No
|
|
RMA Line Comments
|
No
|
|
Default RMA Contract
|
NC
|
|
Display Service Contracts
|
Yes
|
|
Edit Installed Base
|
No
|
Review the values for Customer Return Site/Location and Customer Spares Site/Location and ensure that they match the following table. When you create an RMA in the next task, you will verify that these defaults display.
|
Field
|
Value
|
|
Customer Return Site
|
10-100
|
|
Customer Return Location
|
150
|
|
Customer Spares Site
|
10-100
|
|
Customer Spares Location
|
160
|
|
At Supplier Site
|
10-100
|
|
At Supplier Location
|
180
|
|
Return Supplier Site
|
10-100
|
|
Return Supplier Location
|
150
|
|
Warranty Service Type
|
90-S
|
|
Billable Service Type
|
STD
|
|
Giveaway Service Type
|
NC
|
3 Save your changes; return to the menu.
4 Go to Contract Type Maintenance (11.5.10) and for contract SC-10, verify that the Credit Price List is set to RMA-CR and the Restocking Charge is set to 5.0%.
Create an RMA
1 Go to RMA Maintenance (11.7.1.1).
2 Leave the Order field blank, and press Enter so that the system supplies the next available number. Write down the number here for reference.
Order: _____________________________________
3 Click Next to accept the blank Call ID and enter 10C1006 for Sold To.
This value defaults into the Bill-To. Update the End User and Ship-To to be 10C1006A. Accept the remaining defaults.
4 Click Next until the Service Contracts pop-up displays.
Do you remember why it displays? The display of this pop-up is controlled by the Display Service Contracts field in the RMA/RTS Control.
5 Select the first contract from the list by pressing Enter.
6 Accept all the defaults on the first two header frames and tax information. The Additional RMA Details frame should display.
Review the defaults displayed in this frame. Are the Issue Site/Location the same as the RMA Spares Site and Location in the Control? How about the Receive Site/Location?
The contract you selected should display along with the contract type (SC-10) and the credit price list you updated earlier (RMA-CR).
7 Accept these defaults. When the RMA Issue Line frame displays, enter the following values in the listed fields and then proceed.
|
Field
|
Value
|
|
Line
|
1
|
|
Item Number
|
60003
|
|
Site
|
10-100
|
|
Qty Ordered
|
1
|
|
UM
|
EA
|
8 When the pricing pop-up displays, continue on. A pop-up should now display the default charge type (S).
Do you remember why an S displays? S indicates that a service contract is providing coverage as we designated in the header.
9 Accept the default S for Charge Type, and proceed. When your cursor enters the List Price field, a message also displays at the bottom of the screen indicating the Discount percent the system found (75%).
Think back to the discussion on pricing of RMA issue lines. In this case, item 60003 is not on any sales order price lists, so the system finds its Item Master price ($55.00). Since there are no price list discounts to apply, the Discount field simply displays the discount derived from the service coverage in effect (75%). The net price is calculated based on these two values as $13.75.
10 Continue on, accepting any defaults, until your cursor is in the Loc field in the lower frame. Tab to the Lot/Serial field and enter 44 and click Next.
11 The Issue Line Details frame displays. To perform shipment directly from RMA Maintenance, you must specify a quantity to ship. Specify 1 in the Qty to Ship field.
12 Click Back twice to display the RMA Receipt Line frames. Enter the following values in the listed fields and proceed.
|
Field
|
Value
|
|
Line
|
2
|
|
Item Number
|
60003
|
|
Site
|
10-100
|
|
Qty Returned
|
1
|
|
UM
|
EA
|
When your cursor enters the List Price field, a message displays at the bottom of the screen, indicating that a restocking charge applies to this item.
13 Continue on, accepting any defaults, until your cursor is in the Loc field in the lower frame.
14 Tab to the Lot/Serial field, and enter RMA-RET; proceed.
The Receipt Line Details frame displays. To perform a receipt directly from RMA Maintenance, you must specify a quantity to receive.
15 Specify 1 in the Quantity to Receive field.
16 Change the default of P in the Processing field to R to indicate we intend to return this item to the supplier for repair or replacement.
We would enter W if we were to create a work order should be created to refurbish the item returned. We would leave the P if neither work order or return was needed.
17 Click Next to accept changes.
18 Click Back until the RMA trailer frame appears. Review the information in the trailer. A message display indicates that the invoice for this RMA will create a credit.
19 Continue thru the trailer. A message prompts you to display RMA lines. Respond with Yes. The system displays the receipt line and then the issue line.
20 Review the display, and then continue on. The system prompts you to ship/receive RMA lines now. Respond with Yes and continue.
When the shipment/receipt completes, the cursor will return to the Order field in the header.
21 Return to the menu.
22 To verify the shipment/receipt transactions, go to Transaction Detail Inquiry (3.21.1). When the inquiry displays, use the Next/Previous to display the last two transactions. There should be two ISS-SO transactions, one for a quantity of 1 and one for a quantity of -1.
23 Return to the menu.