Question

RMA Shop Order Component

  • 28 September 2022
  • 2 replies
  • 106 views
M
Rank
Badge +1

I’ve run into a situation a couple of times where a customer requests an RMA (return material authorization) for one part number of a full build-up (shop order/DOP). Right now, we are creating an RMA that’s not connected to a customer order and creating the RMA for the returned item to issue a credit to the customer. We would like a way to connect the RMA to the original customer order so that there’s a trail of where the request came from and so that the customer doesn’t try to return the same item twice. We would also like to be able to connect the return to the salesman that sold it to the customer.

Is there any way to do this?

2 replies

S
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Userlevel 7
Badge +28

We start from one of the order lines (even though it isn’t going to be returned) to create the RMA which then creates the order connection.  We add the part as an additional line to the RMA.  Then delete the original line that isn’t needed but was on the order.  That is about as good as you can make it.  It still won’t show from the customer order directly however because the part doesn’t exist as a line on the order.

MikeCH
Rank
Userlevel 4
Badge +11

One possibility to make the connections is the Non Conformance Report (NCR) from the Quality Assurance Module. There you can connect any desired objects via object attachments.

 

But for the main process of the RMA, I would also start/generate the RMA directly from the Customer Order Line as described by @ShawnBerk. Then you have the most important standard connection to the customer order.

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