• Verify that a replacement or credit hasn’t already been processed.
• Open invoice from Header Attachment of the original order and move to your 2nd screen.
• Ask appropriate questions to help determine the reason code for the replacement.

Click Navigator

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

Click RMA – Replacement Only

Click

Enter the following information:

• Branch Plant (If different from 2)
• Customer Number (bill to)
• Ship to Number
• Claim/PO Number –Customer PO Number

Enter the Following on Grid:

• Original Sales Order Number
• Original SO Type
• Original Invoice Number
• Original Invoice Type
• Last Disposition (SHP For Replacement Only)
• RMA Item Number (SPEC38782)
• RMA Quantity
• Return Reason Code

Tab off the line and write down (or copy) the RMA Number

Click

Enter in RMA number and click

Click

• Select
• Select

On Manage Existing Order Screen

• Double click Order Number link to open replacement order
• Enter “Ordered By” Name
• Click “Customer Info Is OK”
• Enter ‘RE’ for the Order Source and 000 for the key code
• Verify Ship to Information
• Adjust the quantity if needed
• Key all 3 date fields for the same day if it is before 1pm. If it is after 1pm, key all 3 date fields for the next business day.
• Description should include original item number and what item is.
  • i.e. - 721112 PYREX VISTA BEAKER or PIPETS FROM 736998
• Change Shipping Method if necessary

• Add header attachment:
• 1. Click (You may have to click on a line to activate link)
• 2. Click on
• 3. Key in REP in Template Name field/ click then click

Enter the following information:

This is a replacement invoice

This references our order no. (Add original order number here)

(Put 3 letter code here i.e. BRK)

Key brief explanation here (i.e. 3 of 12 beakers arrived broken)

Key date with your initials

Click

Click

• In Print Message Box – Enter code (i.e. BRK) – 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 RL hold