***Verify in JDE that a replacement/credit has not already been processed ***
Click Navigator
Select CBS Menu
Select “Sales Order”
Select “Credit / Debit Entry”
Select RMA – Credit Only
Click
Enter the Following Information:
Branch Plant 1 defaults, change BP to 2 for most items, promo dis, Tax, etc
Customer Number
Ship to Number
Claim/PO Number – Customer PO Number from Original Sales Order
Enter the Following on Grid:
Last Disposition (CRP For Credit Only)
Original Sales Order Number
Original SO Type
Original Invoice Number
Original Invoice Type
RMA Item Number (Item to Credit) or “TAX” or “Promo Dis”
RMA Quantity
Return Reason Code
Use Original Price (Enter 0 for TAX ONLY credits, for all others Enter 1)
Tab offline
Copy or Write Down RMA Number
Click
Paste or Enter RMA Number
Remove Branch/Plant
Click
Click Row
Select “Sales Order”
Select “SO Entry”
On Manage Existing Order Screen
Open Credit Order
Enter “Ordered By” Name
Click “Customer Info Is OK”
Reduce quantity if necessary
Double check the extended price against the original invoice.
Extended price should be negative for all lines EXCEPT promo discounts
If restocking fee applies, calculate 25% reduction of unit price and manually enter that price into unit price field.
Add detail attachment (1st line only):
Click on
Key in CREDIT in Template Name field
Click
Click
Fill in information. See example below:
INV# (Add original invoice number here)
PO# (Add original PO number here)
Key 3 letter reason code here i.e. DOA)
Key brief explanation here
ORD# (Add original order number here)
Click
Click
In Print Message Box – Enter code (i.e. DOA) – This will default to all lines
In 1st box of shipping instructions enter original invoice number
Click
If crediting to an ACCOUNT:
Verify button selected (should default if original order was on account)
Click
Inform customer of credit order number (CN)
If crediting to a CREDIT CARD:
Verify button selected (should default if original order was on credit card)
Customer credit card from original transaction should default, if not Click
Select the card used on the ORIGINAL order and click
Click
Inform customer of credit order number (CN)
Click
Enter reason code
Click
Credit Card Refund Policy
Refunds against credit card purchases are to be made to the card used for the original purchase.
Alternatives should only be offered after attempting to credit the original card.
In other words, the customer cannot choose to direct the refund to anything other than the original card except in cases where the original card is no longer valid.
This is for the protection of our customers and their employers.
In the event that the original card is no longer valid, the following options exist:
a credit against an open account
a gift certificate for future purchase
a refund check issued to the customer
We will NOT process a refund against a NEW credit card that we’ve never charged!
button selected (should default if original order was on account)
button selected (should default if original order was on credit card)
