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RMA Enhancements (Read 1030 times)

Lynn_Pantic

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RMA Enhancements
11/18/03 at 18:00:47

IS Tech currently offers a limited RMA add-on that can create an RMA and convert to a Credit SO and/or a Replacement SO. We are looking to enhance the capability and welcome feedback.

When an RMA is processed, there are a number of different potential results - please add to what I have already thought of.

1. Parts are defective or were lost in shipping, nothing to return, but create a voucher to credit the customer account. New SO possibly to ship and invoice replacements.
2. Wrong parts sent, return good parts to stock and credit customer, ship replacements of different part number and reinvoice.
3. Parts damaged but repairable - return parts, credit customer, ship replacements, and repair returned parts for potential future shipment to a different customer (and potentially as a "used" or "blem" part number since it has been repaired and is no longer "factory new").
4. Parts repairable - return, repair and ship back to customer, possibly at $0 (warranty) or for a repair charge (outside warranty).

I know there are other possibilities - probably an infinite number but what are the everyday realities we should address?

Lynn Pantic
IS Tech Support
lynn@istechsupport.com

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kevind

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Re: RMA Enhancements
Reply #1 - 11/19/03 at 08:41:49

Lynn,
Items 1 and 2 sound very good. It would be neat if all the customer and item info could be pulled into the RMA module from either the original sales order, Invoice, or customer PO. This would allow Customer Service Personal to quickly and easily generate an RMA.

For Items 3 and 4, I would like the ability to track the labor used to repair the parts. Ideally, I would like to be able to post labor directly to the RMA as if it were a WO. This would provide a cost for the subsequent Invoice that the repaired item gets shipped out on irrespective of whether it is a warranty or non-warranty repair. I would like to avoid actually generating a separate WO.

Kevin Damke
Spectronics Corporation
ISTECH 2004.1 7/26/13 SP1 - 20 user
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(Prev version was 2004.1 10/24/12)
(All Patches Installed as of 7/26/13)
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Karen Mason Active Member Ain't life grand!?! Posts: 728 Gender:	Re: RMA Enhancements Reply #2 - 11/19/03 at 10:16:05 The 4 listed items are all "normal" happenings. The 5th one that transpires quite often is a return of defective part for credit only (plus frt). Usually when only 1 or 2 parts of several hundred are returned.
Back to top	Karen Mason, Vice President Bula Forge & Machine, Inc. 1-60# forgings, machining, & assembly Cleveland, OH Tel:216-252-7600 Fax:216-252-7601 www.bulaforge.com EVO-ERP 09/16/09 SP2 IP Logged

nicknails Ex Member	Re: RMA Enhancements Reply #3 - 11/19/03 at 14:02:41 Alot of times we have customers return parts that are out of warranty for "evaluation". You may want to include an option for return without the expectation of credit or replacement. We throw out some units that are returned after the warranty runs out.
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John Bierrie Browser Posts: 41	Re: RMA Enhancements Reply #4 - 01/05/04 at 17:39:40 Lynn, Another "possibility": Parts were returned (at our expense), inspected, and found to be good. Return to customer, possibly charging the customer the shipping (both ways) and the time for the inspection, etc., or not... OR, to restock with a restocking charge, etc., etc...
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Theran Member I'm not a browser, I'm a low end Bronze member... Posts: 70 Gender:	Re: RMA Enhancements Reply #5 - 06/19/07 at 14:39:10 Is it too late to add thoughts??? Another possible would be to that you get a returned part that you in turn must return to the original source. Could this RMA be used for both customers and vendors? In essence, be tied into SO and PO?
Back to top	Teres Heran Armature Coil Equipment, Inc DBA Classic, Ver 2004.1 with IS Tech 9/21/07 IP Logged

Vman

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Re: RMA Enhancements
Reply #6 - 06/20/07 at 05:21:39

Some good suggestions. Currently, we use a spreadsheet to track RMA's, which are normally for repairs (both warranty and non-warranty). If the RMA module gets more integrated and flexible, I might be able to convice the boss to purchase the add-on (if I can catch him in a good mood). One thing we like to do with are RMA's is produce reports that catagorize what was sent in for repair (i.e. type/model of item, warranty/non-warranty, etc.)

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Waidesworld

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Re: RMA Enhancements
Reply #7 - 06/20/07 at 06:14:48

I like the option of being able to pull the information in from a sales order or invoice as I typically tell the customer, "I'll have a number for you in 20 minutes, please give me your email address so I can send it to you". I spend a lot of time jumping between screens to find the price, quantity, customers original PO etc.

With regard to RMA tracking I have a list of 10-12 different "Reason for Return" simple statements where the sales/customer service can enter the reasons and then I export everything to a Excel chart showing where the issues are coming from.

My only complaint, there's always one!, is that when I am entering a RMA I get a message saying the customer is over their credit limit, do I still want to continue. For returns, this shouldn't be an issue, or so I think anyway.

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JAM1967 Browser I love YaBB 1G - SP1! Posts: 47	Re: RMA Enhancements Reply #8 - 06/26/07 at 15:00:20 What about being able to log the serial number of serialized part numbers which are being returned?
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Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5681	Re: RMA Enhancements Reply #9 - 06/26/07 at 16:55:48 Improved Lot and/or Serial processing of the items being returned is already being developed. We recognize that is a shortcoming of the existing procedures.
Back to top	Lynn Pantic IS Tech Support lynn@istechsupport.com IP Logged

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ISTech Support Forum › Evo-ERP and DBA Classic › Suggestions for Updates

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