Approve RMA or RMA Line for Credit

Explanation

Note: You can approve a Return Material Authorization (RMA) or a RMA line for credit at various stages, the first being after release of the RMA or the RMA line.

When parts are being returned from a customer and you want to credit any amount, the RMA must first be approved for credit before a credit invoice can be created.

It is possible to approve for credit invoice for an entire RMA or for a specific RMA Line. The approval can later on be removed, unless the line already has been credited. It is, however, not possible to remove approval for a RMA line which have already been credited.

If you approve for credit a RMA line for which a credit invoice exists for the same order number, line number, release number and line item, a message appears informing you about the credit along with the previously credited amount. Note, the system will verify each RMA line (line by line) for which the credit invoice is actually created.

Note: It is possible to approve the RMA even if the coordinator has been blocked for use.

Prerequisites

• A RMA must have been created.
• The approver must be connected to the present system user, i.e. the person who has logged on the system. This connection is established in the set-up of persons in IFS Enterprise.
• The approver must also be a coordinator.
• The quantity to be returned must be a non-zero value.

System Effects

• It is possible to create a credit and/or correction invoice.

Window

Return Material Authorization

Related Window Descriptions

Return Material Authorization

Procedure

To approve an entire RMA for credit:

1. Populate or search for the appropriate RMA.
2. Right-click and then click Approve for Credit.

If a credit or a correction invoice has already been created (for any of the customer order lines connected to the RMA lines), a message will appear inquiring whether you want to proceed with approving for credit.

• Click Yes to approve the specified RMA line for credit; you will be able to create further credit or correction invoices for this line.
• Click No, to not approve the specified RMA line.
• Click Yes to All to approve all RMA lines for credit; you will be able to create further credit or correction invoices for all lines.
• Click No to All, to not approve any of the lines.

To approve a RMA line for credit:

1. Populate or search for the appropriate RMA.
2. Mark the RMA Line which you want to approve for credit.
3. Right-click in the lower part of the window, and then click Approve for Credit.

If a credit or a correction invoice has already been created (for the customer order line connected to a RMA line), a message will appear inquiring whether you want to proceed with approving for credit.

• Click Yes to approve the RMA line for credit; you will be able to create further credit or correction invoices for this line.
• Click No to not approve the RMA line.

To remove approval for credit for an entire RMA:

1. Populate or search for the appropriate RMA.
2. Right-click and then click Remove Credit Approval.

To remove approval for credit for a RMA Line:

1. Populate or search for the appropriate RMA.
2. Select the RMA line for which you want to remove the credit approval.
3. Right click in the lower part of the window and then click Remove Credit Approval.