Click Navigator

• Select CBS Menu
• Select “Sales Order”
• Select “Credit / Debit Entry”

Click RMA – Replacement & Return

Click

Click

• Select

Enter original sales order number

Click

Highlight Lines to be Replaced (Parent Lines Only!)

• Exception! If a specific component needs to replaced & returned, select just that component and not the parent.

Click

• Select ****Terminology is hard coded – Even though this says “Credit” it is a replacement *******
• Select
• Select

Enter the following information

• Add Returned Reason code
• Come off line
• Write down RMA number
• Click

Plug in RMA number and click

Click

• Select
• Select

On Manage Existing Order Screen

• Double click Order Number link to open order
• Enter “Ordered By” Name
• Click “Customer Info Is OK”
• Verify Ship to Information
• Reduce quantity if necessary
  • For items with components, cancel and rekey parent line with new quantity
• Change Shipping Method if necessary
• Check for backorders
• Check the Location field. If a D… exists, please delete it.
• Add header attachment :
  • 1. Click (You may have to click on a new line in grid to activate link)
  • 2. Click on
  • 3. Key in REP in Template Name field/ click then click          

• Fill in information. See example below:
  • This is a replacement invoice
  • This references our order no. (Add original order number here)
  • (Put 3 letter code here i.e. DOA)
  • Key brief explanation here
  • Key date with your initials (i.e. 03-09-17 CG)

Click  

Click

• In Print Message Box – Enter code (i.e. DOA) – This will default to all the lines
• In 1^st box of shipping instructions enter the original sales order number (Do not key SO etc., just the number)

Click

Click

Enter reason code

Click

Release order from hold

Generate Generate a return labelif necessary