Credit Only – MANUAL ENTRY

***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 (1^st 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 1^st 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!

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Credit Only – MANUAL ENTRY

Credit Card Refund Policy

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