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I am new to GP and was asked to close, no credit issued RMA's that are awaiting receipt prior to
2014. Before posting this question I did do some research found a similar case but no answer was given, If any one can guide me to the right direction I would really appreciated.
Thank you
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Hi, So you just need to know how to close? Are you trying to charge the customer for a repair?
Fill out the RMA and add the part
On the right side you will see what I call army arrows ... click it to open the drop down of the part.
This opens the line
you will see buttons
Process - This button does a lot for you - like opens a work order
Serial/Lot - you can add serial numbers here
User-Defined
Transfer
Distribution
If you have used the Process button and opened a work order - you will need to close that before you can close the main RMA
Once that is closed
go to Customer Path - by clicking on the infinity looking button
This will bring up a new screen. you will need to fill this out.
We have a part number we use called Repairs or Return in the line Invoice Item Number to put there
you will need to put something there for it to close out
if you used the work order you will then see the cost of that work order on the Repair Cost line
Now - if you need to charge the customer - you can put that charge on the Repair Price line
Once that is done - Hit okay
Make sure you have Received the main part that was returned - once received you can click ready Close
This will check mark the C on the left side - Hit save
Go to RMA closing and it should be there for you to close.
The Rma will not close if you have:
Open Work Order
If the Parts where not received
If you don't have a part number in the " Invoice Item Number" in Customer Path
Everyone system is setup a bit different but I hope that helps you.
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