• Click Navigator
  • Select CBS Menu
  • Select “Sales Order”
  • Select “Credit / Debit Entry”
• Click RMA – Replacement Only
• Click
• Click
  • Select
• Enter original sales order number
  • Click
• Highlight Lines to be Replaced
  • Select only the parent line if ALL components of item are being replaced.
  • Select component line or lines only if individual components need to be replaced.
• Click
  • Select ****Terminology is hard coded – Even though this says “Credit” it is a replacement *******
  • Click 
  • Select
  • Add reason code
  • Come off line
  • Copy or write down RMA number
  • Click

• Paste or Enter in RMA number
  • Click
• Click
  • Select
  • Then 

• 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
  • Key either a Requested Date (Living) or all three dates (Stock or Living)
  • Change Shipping Method if necessary
  • Check for backorders
  • Check the Location field. If a D… exists, please delete it.

• Add header attachment:
  • Click (Click on a new line in grid to activate link)
  • Click on
  • 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)
    • (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 original order number (Do not key SO etc., just the number)

Click

Click

Enter reason code

Click

Release order from RL hold