Request for External Repair

This is the recommended process for handling an external Repair disposition type with an original sales order.

This process is for a customer return that had an original sales order and has a disposition of Repair. This means that you will send the item back for repair and it will be fixed externally with a manufacturing order and then returned to the customer.

To request for an external repair:

1. Go to the Manage Customer Returns screen.
2. In the Orig SO field, enter the sales order ID , and click the Autoload button to create returns for the SO. You can also enter the invoice number to autoload the record.
3. In the Email Address field of the Customer Contact Info tab, enter the email address of the customer to send an email notification to the customer.
4. In the Employee field of the RMA Header tab, enter your employee ID. Make sure to verify the RMA expiration date.
5. In the Return Qty field, enter the quantity.
6. In the Return Reason field, enter the reason for returning the material.
7. From the Order/Payment Disposition Requested drop-down list, select Repair.
8. Select the Disposition Approved checkbox.
9. Select the Material Return Required checkbox.
   If selected, then upon save, an RMA PO will be created for you to receive the materials. The RMA PO ID will be visible in the header section of the screen.
10. On the Serial/Lot subtask, enter the serial lot number of the item being returned. The default serial/lot information comes from the material that was issued to the SO.
11. Enter the warehouse ID with the RMA location.
12. Select the Submit checkbox and click Save.
    An email will be sent to the customer email address, if indicated in the settings.
13. Go to the Manage Purchase Order Receipts screen to receive the purchase order line for the material into an RMA location.
14. Go to the Manage Sales Orders screen and create a new sales order for the repair work.
    This will allow you to send the item back when repair is done.
15. Create a purchase order (PO) and issue the item to the PO.
16. Receive the item on the PO back to an RMA location so that it does not get mixed up with the other inventory.
17. Issue the part to the sales order together with any additional charges for the repair.
18. Ship the part via the Manage Shipping Transactions screen.
19. Go to the Manage Invoices screen and create an invoice for the new sales order.
20. Process the PO voucher and payment for the repair.
21. Create journal entries in Accounting to adjust the cost of sales.