None
SYSPRO
All customer returns must first be processed, and a credit note must be created within SYSPRO.
The Credit Note must be processed within the RMA module (Return Merchandise Authorization) Module. The RMA module provides companies with an easy, efficient means of tracking returned merchandise. However, once the stock is returned, inventory must be placed back within DATASCOPE WMS, and SYSPRO and DATASCOPE WMS must be balanced.
| Info |
|---|
Various guides exist on the SYSPRO 8 RMA module. For more detailed information, refer to https://help.syspro.com/syspro-8-2022/g_programs/rma/rmap50/rmap50.htm?Highlight=RMA |
Let us review how to process a RMA for an existing invoice within SYSRPO
| Info |
|---|
If you don’t like reading, you can watch the video. |
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
<link to YouTube video> 001_Premiumhttps://youtu.be/rtplQz_SuX4 fasttrack_CUSTOMER_CREDIT_PROCESS_ReturnTraining_ManagementCustomerReturns_UG QG - v0.1.pdf |
Try it!
To process an RMA for a current invoice within SYSPRO and generate credit notes for the returned lines, you must open SYSPRO.
Open SYSPRO
Under the Program List, browse to Sales Orders / Return Merchandise / Transaction Processing / RMA Issues and Receipts
The Return Merchandise Issue screen will open.
Figure 2 - SYSPRO Return Merchandise Issue screen.
·
Search or type in the customer number in the Customer field
Figure 3 - Enter Customer number.
·
Add a line for the existing invoice by selecting Add Line.
Figure 4 - Select Add Line
·
The Return Merchandise Line Details screen will open.
Figure 5 - Return Merchandise Line Details
·
Type in or search for your invoice from the Invoice field
Figure 6 - Search for the Invoice by entering the Invoice number in the Invoice field.
·
Search for the stock code that was returned and that requires a Credit Note from the Stock Code field. (In our video example, we selected all the stock codes)
Figure 7 - Search for stock codes
·
Select Save on the SO Line for the Credit Note screen.
Select Save on the Return Merchandise Line Detail screen to save that stock code to the first line of the Invoice.
Notice the second Line number will appear, and you can continue to add more stock codes if required.
Figure 8 - A second Line Number will appear.
·
Close the Return Merchandise Line Details screen.
The stock codes (Line numbers) you’ve added will be visible at the bottom of the Return Merchandise Issue screen.
Figure 9 - Return Merchandise Lines with stock codes
·
Next, you must do a receipt of all of them.
Right-click on the first stock code and select the Receipt line.
Figure 10 - Receipt of each line
·
The Return Merchandise Receipt screen will open.
Figure 11 - Return Merchandise Receipt
·
Add the Qty received and select the Credit action from the Action drop-down.
Figure 12 - Update Qty received and select Action.
·
Select Save. The Receipt Line Detail screen will close, and the Credit Note Detail screen will be visible.
On the Credit Note Detail screen, select the Restock action from the Inventory actions drop-down.
Figure 14 - Select Restock action.
·
Select Save again. The Credit note for that stock code will now be created.
Next, you must select the Bin location where the stock must be returned.
Anchor Syspro-bin-location Syspro-bin-location
| Info |
|---|
Note: When you select the Bin into which to credit the goods, ensure to choose the RETURNS Bin in the correct warehouse for all credited items (in the video, we use warehouse FG) |
The Quantity field must always be updated with the returned Qty stock visible in the Quantity to allocate field. As this amount is credited, it must be captured as a negative amount.
Figure 16 - Add Quantity to be returned.
·
Select End Allocation
A pop-up will appear requesting to accept the entries.
Figure 17 - Pop-up. Select Yes
·
Continue receipting all the Line items on the Return Merchandise Lines screen.
Once completed, you can end the RMA by selecting the End RMA button at the top of the Return Merchandise Issue screen.
The End RMA Receipt screen for that specific RMA will open. Select End RMA
Notice that each RMA will also have its own RMA Number, visible at the top of the Return Merchandise Line screen.
Figure 19 - End RMA Receipt screen
·
Once the RMA is ended, a Credit note will be created
Figure 20 - At the bottom of the End RMA Receipt screen, you will notice that a Credit Note has been created.
·
To maintain the Credit Note, click on the Maintain credit note link.
To change the Warehouse for the Credit note, you must select the Change Warehouse on Ct Note button on the Sales Order Maintenance screen menu.
Figure 21 - Select Change Warehouse on Ct Note to change the warehouse.
·
Select End Order and print the Credit Note
A Credit Note was successfully created within the RETURNS bin in the allocated Warehouse.
The next step is to generate new TrackID labels for the returned merchandise. This will be done in DATASCOPE WMS.
Want more?
| Related Labels |
|---|
<previous Link>