Using Templates and Default Values

Template Code

Enter or select a template code. If you have set up a default template code on the RA Options setup, this will appear automatically. The template code you specify determines the following default information for the RMA:  

  • RMA description, shipping reference, ship-via code, authorized by code, comment

  • RMA Line status code, workflow stage code, fault code, repair agent code, place on replacement order, zero value on replacement order, put on credit note, zero value credit note, put on vendor return etc.

  • If an auto restocking fee has been entered on the template, the miscellaneous charge line will be created automatically, with a negative value.

You can override the defaults from the template if required.

If you do not enter a template code, you can enter the RMA description, shipping reference, ship-via code, authorized by code, and comment manually.

Fill Details By to set default values

You can create the RMA lines based on:

  • O/E Invoice

  • RMA Document

  • Serial No. (with associated invoice)

  • Lot No

  • Item No

  • Serial No. (No Invoice)

After selecting the appropriate document, you need to click the Go () button to force the RMA lines to be set. For example, if you select O/E Invoice and select the appropriate document from the finder and click the Go () button, all the lines from the entered/selected invoice number are inserted on the RMA. You can then select a second (and third) invoice number if required – by re-selecting an O/E Invoice from the customer invoice finder. The lines which are defaulted onto the RMA can then be edited.   

If you have set a default location or category

On the selected template, the location and category details will be set accordingly. All parameters (for example place on replacement order, zero value on replacement order, put on credit note, zero value on credit note, put on vendor return, zero value on vendor return, status code, workflow stage code, fault code, repair agent code) will be set up.  

If you have not set a default location or category on the selected template, this information will default from the invoice.  

The cost and price information will default from the invoice.

If the invoice number is not known or not required, you can go directly to the RMA detail lines, and add the items and miscellaneous charges required. Here, you can link the lines to both the customer invoice and vendor receipt documents. You can enter the item code/miscellaneous charge code and continue to enter the quantity, price, and so on.