Generate PO Return

Once you have completed an RMA, you can create associated documents.

You select the Complete option in the header to complete an RMA.

Refer to Create Associated Documents for an overview of the process.

Generate PO Return

Vendor Return. The vendor code must be entered on the RMA Vendor tab before the vendor return can be generated. RMA generates one vendor return for all the lines that use the Put On Vendor Return option. The vendor return information is set according to the template defaults.

Once the Vendor Return has been generated, the vendor return date and number are stored with the detail for later reference. The last vendor return's generated details are stored on the RMA header.

Matching PO Return to PO Receipt

Vendor Original Receipt: If the PO Receipt is defined on the RMA Detail line then the PO Return will be matched to the PO Receipt.

If there are multiple PO Receipt numbers on the RMA Detail lines, this means RMA will need to create multiple PO Returns.

Tip: If a detail does not use the option Put On Vendor Return, it is not included on the vendor return. You can change this option later (by clearing the Complete option for the RMA header, amending the detail line, and then selecting Complete again for the header), and then click Gen. PO Return again to produce an additional vendor return. However, any given line can be used on only one vendor return.

When Using RMA with Project and Job Costing

Job-related RMA details can either be placed onto an Order Entry Credit Note or a Purchase Order Return, but not on both. Therefore, an RMA detail line that has been credited cannot be placed on P/O Return. Conversely, a detail line that has been placed on a P/O Return cannot be placed on an O/E Credit Note.

This is due to automated processing of stock and costs by Project and Job Costing when either a P/O Return or an O/E Credit Note is generated. To allow RMA details to be both credited and returned would result in a duplication of cost and quantity for the project in PJC.