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

  1. Create an Order RMA for the Item(s) to return

    1. Use Credit Type if you are cancelling

    2. Use Exchange if you will ship out later

  2. Query the RMA to Receive

    1. Make sure to enter Vendor in VRMA Vendor field

    2. Only enter Qty to Credit if you Invoiced

    3. 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.

  1. Pull up the Vendor RMA

    1. Go under PUR>Vendor RMAs

    2. Hit F7

    3. Enter the RMA number in the RMA Number field

      1. # includes RMA, so above example is RMA1301

    4. Hit F8

  2. Mark for Dropship PO

    1. Edit Original PO field to be the DS PO

  3. Process the VRMA

    1. 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

  1. Accounting for Order RMA

    1. Create a Credit Memo against the RMA

  2. Accounting for Vendor RMA

    1. Ender a Credit Voucher for the Vendor against an RMA Line type

Customer or Vendor did NOT have Invoices

  1. Close VRMA

    1. Go under Query VRMA tab

    2. Enter your RMA number and hit enter

    3. Hit the “Cancel/Close RMA” button

    4. Set Date and hit “Close RMA