RMA replacement item processing

RMA replacement item processing

Part 1: Creating the RMA replacement line item and replacement order
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type rma line in the Filter field.
3. Click the web.RMAsLineItems list item. Note: the web. forms will be listed under the Name 
column.
4. Click the OK button. The RMA Line Items form opens.
5. Click the Slider.
6. Click to select [your initials]1 in the RMA row.
7. Click the RMA Line Items menu option. The RMA Line Items (Linked) form opens.
8. Select Line 1 for the FA-10000 item from the grid on the left.
9. Click the Amounts menu option.
10. Type fa* in the Item field in the Replacements Lines section.
11. Click the Item drop-down arrow.
12. Click the FA-10000 list item.
13. Click to select the Repair check box.
14. Type [your initials]? in the Order field.
Normally you would just go to Step 18 and Generate. Steps 14-16 are so you will 
work with your own customer order.
15. Press Tab. A dialog box opens with the message, “Customer Order that has [Order: 
XX0000000X] does not exist.”
16. Click the OK button.
17. Click the Save button.
18. Click the Generate button. A dialog box opens with the message, “[Generate Replacement 
Order] will be performed.”
19. Click the OK button. A dialog box opens with the message, “[Generate Replacement Order] was 
successful.”
20. Click the OK button. Notice that a customer order and replacement line number are displayed 
and are read-only.
21. Click the X on the RMA Line Items (Linked) form.
22. Click the X on the RMAs form.
Part 2: Shipping the RMA replacement order
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type order shipping in the Filter field.
3. Click the Order Shipping list item.
4. Click the OK button. The Order Shipping form opens.
5. Type [your order number] in the Order field.
6. Press Tab.
7. Click to select the Select check box for Line 1.
8. Click the Process button. A dialog box opens with the message, “Exp Date is MMM DD YYYY 
12:00AM for Lot that has [Lot: FA_XXXXXX-00001] and [Item: FA-10000]. [Order Shipping] will 
continue.”
9. Click the OK button. A dialog box opens with the message, “1 Shipping Transaction(s) were 
posted.”
10. Click the OK button.
11. Click the X on the Order Shipping form.
Part 3: Invoice the order
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type order inv in the Filter field.
3. Click the Order Invoicing/Credit Memo list item.
4. Click the OK button. The Order Invoicing/Credit Memo form opens.
5. Type [your order number] in the Order Line/Release field.
6. Press Tab.
7. Click the Process button. A dialog box opens with the message, “[Print Order Invoicing/Credit 
Memo] will be performed.”
8. Click the OK button. A dialog box opens with the message, “Report Submitted”.
9. Click the OK button.
10. Click the X on the Order Invoicing/Credit Memo form

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