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

1. Pull up Invoice(s) from original order (you will need info off it) 

2. Click on Navigator 

3. Click CBS Menu 

4. Click Sales Order 

5. Click Credit/Debit Entry 

6. Select RMA-Credit & Return 

7. Click  

8. Click Form 

9. Select Sales Ledger 

10, Enter in the original order number 

11. Click  

12. Highlight parent lines to be returned (Do NOT highlight components) 

13. Click Row 

14. Click Credit Memo 

15. Select – “Select Line” 

     a. If items are from different invoices, multiple credits will have to be processed. 

16. Click  (Verify acct #’s are the same as on the invoice) 

18. Tab off the line 

19. Write down the RMA number (if you forget, look it up) 

20. Click  

21. Enter RMA #  

22. Click  

23. Click Row 

24. Select Sales order 

25. Select SO Entry 

26. Open CN Order 

27. Click Customer Info is OK 

28. Verify Quantity and Pricing are correct 

      a. Change Quantity if Necessary 

             i. For items with components, cancel line and rekey when changing quantity. This will ensure component quantities are correct. 

29. Add a Detailed Attachment on 1st line 

      a. Click  

      b. Type RETURN in “Template Name” field and hit enter 

      c. Click  

30. Fill in information. See example below: 

        INV#47809657RI 

        PO#09022011BI0L251 

        CUS 

        ORDERED WRONG ITEM, NEEDED KIT.  

        ORD#24626976WB 

31. Click  

32. Click  

      a. In the Print Message field, enter in your reason code 

      b. In the 1st box of the shipping instructions, enter the original invoice number  

33. Click  

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