posted Mar 6, 2009, 1:15 AM by Unknown user
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updated Mar 17, 2009, 8:48 PM
]
SituationCustomer sends in Item A for service / warranty. User company then, sends it to the supplier but the Item A cannot be fixed. Moreover, the supplier does not have anymore Item A in stock for replacement. So, Item A will be replaced with Item B instead. - First go to RMA (Branch) to create a Service Repair Note (SRV).
- Then, Create RMA.
- Follow the steps in RMA (Department).
- Select Resolution 'REPLACE OTHER'.
On customer's side:
- Create a Sales Return for Item A.
- Sales Return Amount - Select 'Credit Memo Only'
- After creating the sales return, click 'Confirm and Save'.
- Click OK when a pop-up appears requesting to print. Take note of the CM number.
- Then, create an Invoice of Item B to the customer.
- This step is done so that the stock balance of Item B will be reduced by 1. Otherwise, the stock balance will be incorrect.
- Finally, Contra Customer Credit Memo from the Sales Return, with the invoice created in step 2.
- Use the CM number from step 1 to input in CM PKID.
- Enter the amount on credit side of the selected invoice from the list. Then, click 'Contra'.
On supplier's side:
- Create a Purchase Return for Item A.
- Please remember this step or Item A is considered to remain in Inventory.
- If the initial payment for Item A is still owing to supplier, the purchase return will just offset with the supplier invoice originally created for Item A.
- Accounts Payable will decrease.
- If the payment has already been made, a CM will be created so that you can offset with future supplier invoices.
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