The RMA system is an additional module that complete manages the RMA process for sold items. An RMA is separated in 7 steps process than allows the user to completely manage the stage of an RMA.
Features:
7 steps claim displays where a claim is.
Steps: CC=Customer claim, CR=Customer received, SC=Supplier claim, SS=Supplier send, SR=Supplier report, RR=RMA received from supplier, CS=Customer send
Can be claimed (only itemized items) by a customer directly via web interface by specifying the invoice number, part # and serial number (validated against defined data)
Customer can view the status of an already claimed RMA. Supplier information can be hidden to the customer optionally.
Inside the system, an item can be added to the RMA system by a web user from an invoice up to the quantity of the sold/purchased items.
RMA claim can be up to the amount of the invoice quantity, multiple claims for the same item can be claimed in separate claims up to that amount.
Possibility to add to the RMA system itemized (one by one claim) or total quantity in one claim.
Each RMA is associated with a customer and a supplier for the claim.
On itemized RMA’s the user can specify a serial number and validate against configurable document/field, usually Purchases/comments.
Item oriented warranty acceptance days at the item level or a minimum configured default.
RMA view display and filters by current step, customer, customer RMA #, supplier and supplier RMA #.
Each step requests specific data for the step to be able to advance to the next step.
Once the last step is reached the user can close the RMA.
Setup instructions
To efectively setup the RMA system the following steps should be followed:
At least 3 information must exist in the system prior an RMA is accepted. Invoice #, part # and serial #.
At least 3 information must exist in the system prior an RMA is accepted. Invoice #, part # and serial #.
Notes: The customer via the web interface has to enter the following information:
Invoice # (The invoice number must exist in the system)
Part # (The part # must exist in the invoice specified for the RMA claim)
Serial number (The serial number must exist in the field Comments of any Purchase (PU))
- Create or select a PU and add the serial numbers that belong to that purchase. Optionally add other serials that an RMA claim s/n # can be validated. It is recommended that serial numbers be entered in the corresponding PU's for better organization of the data.
- The default warranty days is 90 (configurable in the FICCweb in the RMA settings "ItemDefaultWarrantyDays") but editing an item's warranty days will extend the default days to a maximum of 9999 days counting from invoice date.
- Create an Invoice (IN) for any customer with any item that a customer may claim
- That item is ready to be RMA claimed.
- Go to the login FICCweb screen. No need to login.
- Click on the link "RMA claim"
- Enter your name, optionally the email for the company to be able to contact you and any notes that are necessary.
- Enter the requested information (up to 20 claims per RMA) (Inv #, Part # and s/n #)
- Click on Submit/validate
- An RMA for the claimed items wil not be issued if there are any errors (indicated in the resut field for each claim)
- Once all is accepted, an RMA letters/number combination will be issued and the user will be presented with the RMA status for the recently added RMA.
- Print the RMA status.
- Login to the FICCweb system
- In the main menu go to Documents/RMA/Rma view
- Select the search mode desired.
- Click on the desired step(s) to promote that step to the next one.
- Serial lookup field and table (Default PU's, field Comments)
- Default warranty days for all items (can be overriden by each item)
- RMA numbering schema (Letters, numbers and letters/numbers combination)
- View RMA's display buttons schema (Current and past, Current and last and Current only)
- New RMA email body to be sent to customers.
- Closed RMA email body to be sent to customers.
- Change of status email body to be sent to customers.
