Overview
This article outlines the setup requirements needed for RMA Processing.
Step 1: SO Control
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SO Control
Order Processing Tab
Designated RMA Generic Kit Parent: If customers can return lower-level components that are not Rootstock Products (no Product Master exists for an item being returned), create a "generic" Product that can be entered here, and used later when creating the RMA Detail for the 'non-Product' return.
Credit, Charges & Commissions Tab
Credit Organization: Set this to an Organizational Department where the Credit Department Group Indicator is checked.
Prefixes & Auto Number Tab
Set the fields 'RMA Number Prefix', 'Auto Number RMAs', and 'Next RMA Number' as required.
Warranty & RMA Tab
Check ‘Use RMA Inspections by Default’ checkbox if the RMA receipt puts the Product into the RMA Inspection location identified on the RMA Detail (which is set from Product Group/Product).
RMA Adjustment Account: Set to the default RMA Adjustment Account.
Step 2: Reason Codes
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Reason Codes
Create Reason Codes for RMA "Reason for Return".
- Check the 'Use for RMA Returns ' checkbox.
- Set the RMA Adjustment Account if the RMA Adjustment Account is to differ from the RMA Adjustment Account on the SO Control record for the given Reason Code.
Step 3: RMA Statuses
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RMA Statuses
Create RMA Statuses.
Step 4: Product Group
Navigation
Product Group
RMA Tab
Set the RMA Location data (Inventory, Inspection, and Scrap).
Order Quantity Tab
Enter the Default Qty/Minimum Qty/Lot Size.
NOTE If any of these are set, when creating a Replacement Sales Order for an RMA, the RMA Authorized Quantity must conform to these settings.
EXAMPLE If Minimum Qty is set to 20 and the RMA Detail Authorized Quantity is 1, you will receive an error (Order Qty cannot be less than "Minimum Order Qty") when creating the Replacement SO, as the SO Line cannot be created for a Qty less than 20.
Step 5: Product
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Product
Product (if overrides from the Product Group are established)
RMA Tab
Set RMA Location data (Inventory, Inspection, Scrap).
Order Qty Tab
Enter the Default Qty/Minimum Qty/Lot Size.
NOTE If any of these are set, when creating a Replacement Sales Order for an RMA, the RMA Authorized Quantity must conform to these settings.
EXAMPLE If Minimum Qty is set to 20 and the RMA Detail Authorized Quantity is 1, you will receive an error (Order Qty cannot be less than "Minimum Order Qty") when creating the Replacement SO, as the SO Line cannot be created for a Qty less than 20.
SEE ALSO
RMA Overview
Adding an RMA Header
Adding RMA Detail
RMA Processing
