Linking RMA Orders to RTV Orders

To understand the explanation outlined in this topic, you should be familiar with a few terms in relation to Return Merchandise Authorization (RMA) and Return To Vendor (RTV) Orders. On an RMA Order you can have up to two different line types. One line type is a Return, designated in this instruction set as RMA-RETURN. An RMA-RETURN is an item that a customer is returning to the dealer through an RMA. Also on the RMA you can have a Shipping item, designated in this instruction set as RMA-SHIPPING. This is the line that you will use to replace or ship a new item to the customer to replace the returning item.

On RTV orders you can have two different line types. One line type is a Return, designated in this instruction set as RTV-RETURN. An RTV-RETURN is the item that is leaving your inventory and returning to the vendor for either a credit or replacement. Also on an RTV you can have a Receive line, designated in this instruction set as RTV-RECEIVE. The RTV-RECEIVE is the item that you receive from the vendor as a replacement item.

When you link items from an RMA to an RTV, e-automate uses the following rules:

If you link the RMA-RETURN to an RTV order, e-automate adds the item to the RTV as an RTV-RETURN.

If you link the RMA-SHIPPING to an RTV order, e-automate adds the item to the RTV as an RTV-RECEIVE.

You do not have to link both RMA-RETURN and RMA-SHIPPING items to an RTV order, but you can. If you choose to link the RMA-SHIPPING item on an RMA to an RTV, the RMA-SHIPPING item must be flagged as Backordered.

In order to link an RMA-RETURN to an RTV-RETURN, your warehouse on the RMA order must be an RTV warehouse, which means your return code must be capable of receiving into the type of costing you have assigned to your RTV warehouse. If you cannot select your RTV warehouse when you have identified a return code on the RMA, you must modify your return code to allow receiving into your costing type assigned to your RTV warehouse(s).

For additional information on transaction linking, see the topic, Linking Backordered Sales or Service Transactions.

 

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