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Evo-ERP and DBA Classic >> Sales >> RMA tracking
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Message started by daletone on 09/20/10 at 11:32:49

Title: RMA tracking
Post by daletone on 09/20/10 at 11:32:49

We are trying to use the RMA module in a test company and are running into a roadblock. When we disposition the RMA it gets converted to one of several things (credit memo, SO, S/R) which is great - but is there any way to trace those back to the original invoice? I have a $0.00 SO sitting out there and I cannot figure out a good way to track it back to the original SO or Invoice the parts were returned against.

Title: Re: RMA tracking
Post by GasGiant on 09/20/10 at 11:56:29

There is a field for entering the original invoice/SO number when you save an RMA. See the help for RM-A.

Title: Re: RMA tracking
Post by daletone on 09/20/10 at 14:21:28

Thanks Colin, I did find the place to enter that information and it worked fine, but past entering it, I cannot see what it did for me. Did I enter this just for fun?

I know that the information I am after can be pulled with reporting, but I was hoping for another method that was quick for someone viewing the SO to see - perhaps a note or something in the newly generated SO, etc. tying it to the RMA and older invoice.

Maybe I am just asking for something that is not necessary and that's why I cannot find it.

Title: Re: RMA tracking
Post by GasGiant on 09/21/10 at 04:57:13

It prints on the RMA. Do you print the RMA? It is a good traveler to go along with the replacement SO or the SR Work Order(s).

Title: Re: RMA tracking
Post by daletone on 09/21/10 at 05:15:40

Ahhh, I had not printed that as this was just a test run. That makes a lot of sense now. We would definitely be printing the traveler and attaching it to the SO, so thanks for your help with that!

Title: Re: RMA tracking
Post by Dave Miller on 10/27/10 at 13:44:29

We are trying the Module and having difficulty:
I have established a location SR and designated it trpr "R"
When entering a RMA, the location does not default to SR, even though that is the default establised in RM-F.
When I try to print the RMA it suggests T6RMA1.rtm - accepting that takes me back to the RM-A entry screen - no printing
When I try to receive the part using RM-C, I get a screen that says that item number is not a part of that sales order. If I look at the closed sales order, it is on it, and on the invoice I tied it to also. It does receive the part however.
Any suggestions???
Thanks

Title: Re: RMA tracking
Post by Dave Miller on 10/28/10 at 09:04:39

Figured out I needed to replace the exisiting RTMs with the latest RTX forms. Now, the problem I am having is getting closed RMAs to show up in the RM-A screen. After it is closed it is not longer visible regardless of the Show open/Shoe closed setting.

Title: Re: RMA tracking
Post by GasGiant on 10/28/10 at 09:31:50

How are you closing them?

If you disposition an RMA as a repair it moves to the SR programs and you can see it and invoice it from there. Replacements make SOs and return for credit makes a credit memo. Pretty slick program, even if it has a few blemishes.

Title: Re: RMA tracking
Post by Dave Miller on 10/29/10 at 09:29:40

I am LOVING this module ... but ... I have more questions ...
When I put in the default repair location - it does not "stick" It keeps defaulting to my main location
If I put in the original sales order and original invoice number, they are accepted, but as I process the RMA it tells me it was not part of the original sales order or invoice and changes the numbers to something totally different ... even though the nes I enetered were correct.
In the IN-A screen, I see that when a SR order has been generated it shows up in the Service/Repairs tab screen. I cannot seem to create a scenario where it show up in the RMA tab screen.
Thanks