Contents Of The Manage Customer Returns Screen Learning Deltek Com

Use the fields and options to configure the Manage Customer Returns screen. Use this screen to enter a Return Material Authorization (RMA) for customer returns. An RMA can consist of lines for material returned against one or more sales orders (SO), and returned material can be against an original sales order line or component line (when issues are done... An RMA can also be specific to a material on a particular SO invoice, and there can be multiple RMAs for the same sales order. You can also enter RMA lines without an original sales order reference. Customer Returns impact other domains such as Accounting, and Deltek recommends that you determine a company process on how to handle each order/payment disposition to ensure proper accounting is taking place throughout the process.

For more information, see Procedures in Order Payment Disposition Process You access the Configure Customer Return Settings screen from the Materials domain. Use this screen to create customer returns. This screen drives the process of returning materials for the purpose of replacing, refunding, or repairing the materials. If the material being returned was initially issued out on a sales order, you can enter the original sales order ID, invoice number, and/or customer purchase order number to default the data. Otherwise, you can key in the items being returned.

You also need to enter the customer ID and address, employee ID, return quantity and reason, as well as the order payment disposition, which is used to identify how to handle the returned material. Disposition options include: Refund Now or Replace Now: The customer can be refunded or items can be replaced right away before the original items are returned. Replace on Return or Refund on Return: The original material should be returned before any action is taken. You access the Manage Customer Returns screen from the Materials domain. The Manage Customer Returns screen has several tabs.

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