Customer and Vendor RMA

Customer and Vendor RMA and Returns

• Tangent: Mercurial hg tutorial
• 0:03:15 Vendor Return process overview
• 0:05:30 Vendor Return (RMA) demonstration
  • 0:06:00 Create new Product
  • 0:06:45 Create Purchase Order
  • 0:07:30 Create Material Receipt for non-conforming material (in dispute)
  • 0:09:00 Create Material Receipt for conforming material
  • 0:12:30 Create Vendor Invoice for non-conforming material
  • 0:13:30 Payment Selection (check run) option to not pay "in dispute" invoices.
  • 0:15:00 Using a Model Validator to propagate In Dispute flag from MR to Vendor Invoice
  • 0:23:45 Create Vendor RMA (order) document (see below for a section to help make finding receipts easier)
  • 0:28:45 Use Generate Shipment to create the Vendor Return document
  • 0:30:45 Create your AP Return Memo (credit memo)
  • 0:35:30 Creating a Payment or Allocating to another invoice
  • 0:39:00 Modifying the Material Receipt Document Type to include receiving Confirmations to allow for scrapping product.
• 0:41:00 Customer Return (RMA) demonstration
  • Create new Product + PO + MR to get new Product in Stock
  • 0:44:00 Create Sales Order as POS so that Shipment and Invoice automatically get generated
  • 0:51:15 Create Customer RMA (order) (see below for a section to help make finding receipts easier)
  • 0:53:30 Create Customer Return (Material Receipt)
  • 0:55:30 Complete Confirmation for Customer Return
  • 0:57:00 Create AR Return Memo (Credit Memo)
  • 0:6030 Issue with AR Return Memo - posts against revenue

Advanced Search Packing

Installation

1. log in as System Administrator
2. Open the Pack In window
3. Create a new record called "Advanced Search"
4. Attache the Advanced Search file and attach it to the new record.
5. Click the Pack In button.
6. Log into your client and open for the window named "Transactions (Advanced Search)".

What's Included