Scrapping/Adjusting Out Material at RMA Entry

  

       1. You can save yourself time by adjusting out material at the time of RMA entry.  Start by opening up RMA Entry and entering your header information as you normally would.

    

 

      2. Next, enter your item and link to the invoice.

 

 

 

 

      3.  Now, right click into the body of the RMA and choose ‘Display Open Values’ from the dropdown menu.

 

 

 

 

 

      4. This will enable you to enter the quantity that you want to send to ‘Stock’, ‘Adjust’, or ‘Supplier.

 

 

      5. Once you enter a quantity into the ‘Quantity Received’ field, you will be able to assign ‘Quantity to Adjust’.  This will adjust the parts out immediately, allowing you to avoid going to ‘RMA Receipt’ and thereby saving time.  Once you have added a quantity to ‘Quantity to Adjust’ you will need to give a reason for the adjustment.  Click ‘OK’ to be taken to the ‘Adjustment’ tab, where you can choose a reason for the adjustment.

 

 

 

 

 

 

 

      6. Choose a reason for adjustment from the dropdown menu.  Most of the time, ‘TRASHED’ will suffice for scrapping parts at the customer’s location.

 

 

 

 

 

      7. Once you have chosen a reason for adjustment, go to the ‘Print Options’ tab and create your invoice.  You can email or print it and send to your customer. 

 

      8. If you have not already entered the correct lot/bin information, the system will take you to that screen to enter the appropriate lot/bin.  As you are adjusting them out, it doesn’t matter which bin, but try to make sure that you are recording the correct lot.

 

 

 

      9. Finally, click Save.  You will be prompted one more time for a ‘Reason Code’.  Choose the appropriate reason for the RMA.