Adding RMA Detail

• If the RMA Detail is set to Replace, the flag 'Return Only (No Replacement)' cannot be checked. (Replace and Return Only are incompatible).

• If the RMA Header is set to Issue Credit, it is possible to generate a Credit Memo for those released 'Issue Credit' RMA Details that are flagged as 'Credit Authorized'.

• See note regarding RMA 'Issue Credit' functionality when using Sales Order Payment Gateway, section 'Credit memo - RMA - SO Payment' on the article: Sales Order Payment Processing via Service Provider Gateway.

Condition Received (Optional):  Free-form field (100 characters).

Date Issued (Required):  Defaults to today but can be overridden.

RMA Status (Optional):  Select RMA Status from the dropdown (which displays RMA Statuses for the RMA Header Division). If RMA Statuses are created with any of the “set indicator” checkboxes checked, upon selecting the RMA Status, the corresponding indicator checkbox on the RMA Detail will be set. However, it can be overridden before saving the RMA Detail record.

Replacement Product:  When set, when a Replacement Sales Order is created from this RMA Detail, the SO Line Product will be the Rootstock Product set here rather than the Product being returned.

Override Price for Replacement Sales Ord:  When the 'Replacement Product' field is used when a price is set here, this will be the Unit Price used when creating a Replacement Sales Order from this RMA Detail. If not set, the pricing library will be called, and the price will be derived as usual.

Released checkbox (Optional): Select this checkbox when the information entered is complete and you are ready to process the RMA.

  NOTE  Once an RMA Detail is 'released', most attributes set on the RMA Detail record are “locked-down” and cannot be changed unless the record is 'unreleased'.

Advanced Replacement checkbox (Optional):  Check if you wish to create a replacement Sales Order that can be shipped before the receipt of the product being returned.

Return Only (No Replacement):  When checked, a Replacement Sales Order cannot be created from the RMA Detail.

  NOTE  This field is disabled if a Replacement SO Line has already been created for this RMA Detail record.

Process Non-Product Components (Optional):  This checkbox will be enabled when adding a new RMA Detail record. When checked, the Designated Generic Kit Parent (as defined on the SO Control record for the Division of the RMA Header) will auto-populate. Once the record is saved, a Component Detail button appears that, when clicked on, allows you to enter the Inventory Item(s) of the item being returned. For more details on processing steps see: How to process material returns that are not a product by themselves?

Closed checkbox (Optional):  You can check this box to close the given RMA Detail in whatever state. However, once closed, you can no longer process the RMA Detail record further.

  NOTE  If the RMA Header is closed, this checkbox will be automatically set for all RMA Detail records for that RMA.

Credit Authorized:  When checked, it indicates that a Credit has been authorized for this RMA.

  NOTE  When this flag 'Credit Authorized' is checked, it indicates that the customer is authorized to receive a credit for the returned product, and the user can create a Credit Memo from the associated RMA Header.

  NOTE  When the Credit Memo is created, the 'Quantity' on the Credit Memo Line will be (1) the sum of the 'Qty Received', 'Qty in Inspection', and 'Qty Scrapped' on the RMA Detail if the sum is greater than 'zero', (2) Else, the 'Qty Authorized' on the RMA Detail.

  NOTE  The Project on the created Credit Memo will be derived as mentioned below:

• If 'Sales Order Line' is specified, the Project defaults to the 'Default Project' of the associated Sales Order Header.

• If 'Sales Order Line' is blank,

  • If 'Division' and 'Inventory Division' on the RMA Detail are the same, the Project defaults to the 'Project' on the RMA Detail.

  • Else, the Project defaults to the Home Project of the Credit Memo's Division.

Qty Received:  Quantity Received against this RMA. 

  NOTE  The value entered in this 'Qty Received' field will be rounded according to the number of decimal places defined in the 'Qty Decimal' field on the Product Master - Order Qty Tab.

Qty in Inspection:  Quantity in Inspection on this RMA.

Qty Scrapped:  Quantity Scrapped against this RMA.

Shipping Costs (Optional):  Shipping Costs against this RMA.

Responsible User:  This field defaults to the Manufacturing User record of the user who creates this RMA Detail.

Organizational Department:  Organizational Department associated with this RMA.

Adjustment Account (Optional):  If a Reason for Return is selected with an RMA Adjustment Account, this account will be set but can be overridden.

Case Number (Optional):  If a Salesforce Case has been created for the Customer to whom the RMA is issued, you can select the Case number from the dropdown. If the RMA Detail record is associated with a Case, this will be reflected on the Case record within Salesforce.

Project Charge Code:  Select the predefined Project Charge Code associated with the Project.