*Use When Shipping to an Address Different than Original Order

******Verify in JDE that a replacement has not already been processed *****

Navigator

• Select CBS Menu
• Select “Sales Order”
• Select “Credit / Debit Entry”
• Select RMA – Replacement Only

• Click

Enter the Following Information:

• Branch Plant (1 defaults, check original order for BP 2,3,5,etc)
• Customer Number
• Ship To Number
• Claim/PO Number – Customer PO Number from Original Sales Order

Enter The Following On Grid:

• Last Disposition (SHP For Replacement Only)
• Original Sales Order Number
• Original SO Type
• Original Invoice Number
• Original Invoice Type
• RMA Item Number (Item being replaced)
• RMA Quantity
• Return Reason Code
• Tab off line
• Write Down RMA Number
• Click

• Enter RMA Number
  • Remove Branch/Plant
  • Click
  • Click Row
  • Select “Sales Order”
  • Select “SO Entry”

On Manage Existing Order Screen

• Open Replacement Order
• Enter "Ordered by" Name
• Click “Customer Info Is OK”
• Verify Freight Flag is unchecked
• Just like an SO Order, Key Ship Date (all 3 dates) or Requested Date only (the other dates will calculate)
• Adjust quantity if necessary
• Add Shipping Method (Mod Trn)
• Description – (for SPEC items only)

• Add header attachment (Click any grid field to activate attachments link)
  • Click
  • Click on
  • Key REP in “Template Name” field / click then
    • This is a replacement invoice
    • This references our order no. (Add original order number here)
    • On New Line - Key 3 letter code here (i.e. DOA)
    • Key a brief explanation here (comments will print for the customer to see)
    • Click

• Click
  • In Print Message Field – Enter Reason Code (i.e. DOA) – This will default to all the lines
  • In 1^st Shipping Instructions field - enter original sales order (Just the Number Only - No SO, WB, etc.)

• Click

• Click

• Enter reason code

• Click

• Remember to Release from “RL” Hold