Reverse Dropship with Order RMA
Overview
In Order Entry, an item tied to a dropship will automatically ship when the PO is received. If you receive one by mistake, you need to reverse through ORD, since the items already shipped out. The Order RMA process even streamlines creating a Vendor RMA to return to the Vendor as well, saving time.
Detail
Prerequisite
You will need to know how to enter an Order RMA, how to enter a Vendor RMA, and pulling up Unprocessed Documents.
Create and Receive Order RMA
Create an Order RMA for the Item(s) to return
Use Credit Type if you are cancelling
Use Exchange if you will ship out later
Query the RMA to Receive
Make sure to enter Vendor in VRMA Vendor field
Only enter Qty to Credit if you Invoiced
Process Receipt
When it is received, it will tell you the unprocessed VRMA number. This wouldn’t have happened if you skipped step 2a.
Create/Edit and Process VRMA for Dropship PO
Now we need to edit the VRMA. If you didn’t do Step 2a above, then you will need to enter one from scratch.
Pull up the Vendor RMA
Go under PUR>Vendor RMAs
Hit F7
Enter the RMA number in the RMA Number field
# includes RMA, so above example is RMA1301
Hit F8
Mark for Dropship PO
Edit Original PO field to be the DS PO
Process the VRMA
Hit the lightning bolt
Accounting for RMA’s - A/R and A/P
If the customer was invoiced or you received an invoice from the Vendor, then we need to account for this in A/R and A/P. If you don’t, then there is still one more step on the Vendor RMA.
Customer or Vendor had Invoices
Accounting for Order RMA
Create a Credit Memo against the RMA
Accounting for Vendor RMA
Ender a Credit Voucher for the Vendor against an RMA Line type
Customer or Vendor did NOT have Invoices
Close VRMA
Go under Query VRMA tab
Enter your RMA number and hit enter
Hit the “Cancel/Close RMA” button
Set Date and hit “Close RMA”