Enter Misc RMA Info

Explanation

This activity is used to review and change RMA information.

There are cases when a credit note should be issued to a company other than the original customer, e.g., when the returned parts were sold to one customer with a different invoice customer. In such a case, it is easy to apprehend that the credit note should be sent to the invoice customer rather than to the customer. Other cases, of course, are feasible as well.

If the material is to be received by a site other than the authorizing site, then a separate RMA is created automatically at the return to site upon releasing the RMA. In that case, the automatically created RMA number is displayed in the Receipt RMA No field. In the receipt RMA, the Originating RMA Number field displays the RMA number from which the current RMA originated.

If the RMA is for a Jinsui invoice customer, the Jinsui Invoice check box is automatically selected. However, if you need to have a non-Jinsui invoice despite the customer being Jinsui-enabled, then you have the option of clearing this check box so that it is considered as a normal invoice.

If the company tax regime is VAT, the price and tax calculations are controlled by the Use Price Incl Tax check box. The default value of the check box is fetched from the customer or the customer order. The value can be changed before saving, if necessary.

Prerequisites

• A RMA header must have been entered in Return Material Authorization.
• The credit customer must have a record in Customer.

System Effects

• The return note will be printed in the language indicated.
• The credit invoice will be issued to the credit customer, if entered. Otherwise, the credit invoice will be issued to the customer.
• Tax will, or will not, be credited as chosen.

Window

Return Material Authorization

Related Window Descriptions

Return Material Authorization

Procedure

1. In Return Material Authorization, select the Misc RMA Info tab.
2. Review and change, if requested, the Document Address by using the List of Values or by entering the correct address no. When you exit the field, the full name of the chosen customer is displayed in the Document Address Name field.
3. Enter the requested Credit Customer No by using the List of Values or by entering the correct short code. When you exit the field, the full name of the chosen customer is displayed in the Credit Customer Name field.
4. If you want an address other than the default one for the credit customer, enter it in the Credit Address No field and it will be displayed in the Credit Address Name field.
5. If your calculation basis is price including tax, select the Use Price Incl Tax check box.
6. The Language Code and Language fields display the default information for the RMA. You can change this by entering the requested Language Code, by using the List of Values, or by entering the correct short code.
7. Save.