You can create a corrective invoice for a Return Material Authorization (RMA) at various stages, the first being after release of the RMA. Note that it is not possible to create correction invoices at RMA line level.
When parts are being returned from a customer, you can create a correction invoice for the returned parts. The correction invoice can be viewed and changed in the Customer Invoice page.
If you are using Vertex software to automatically calculate taxes on sales quotations, customer orders, customer order invoices and return material authorizations, there is a limitation when it comes to creating a correction invoice from an RMA. When using Vertex the quantity can not be zero on a invoice line. Because of this limitation in Vertex software it is not allowed to create a Correction Invoice from an RMA when the external tax calculation method is Vertex Sales Tax O Series.
The RMA (Return Material Authorization) must have been created and approved for credit (The Credit Approver ID field of RMA lines must have a value).
There must be at least one RMA line for which a correction or a credit invoice has not been made.
A customer order and reference invoice must be connected to the RMA line. Two RMA lines cannot be connected to the same reference invoice line. Status of reference invoice should be Posted Authorized, Paid Posted or Partly Paid Posted.
The reference invoice may be:
It is possible to create a correction invoice with reference to a debit invoice, even after a credit invoice has been created for it.
Components of package parts should not have been returned (if they have been, you will have to create correction invoices independent of returns i.e., from the Create Customer Correction Invoices page or Customer Invoice page).
A correction invoice is created for the returned quantity. Several correction invoices will be created if RMA lines were connected to different reference invoices. RMA lines connected to the same reference invoice (but different invoice items) will be grouped to create a single correction invoice.
The ID number of the correction invoice will be indicated in the Credit/Corr. Invoice No column of the RMA lines that are included on the correction invoice.
Charges from the reference invoice connected to the RMA line are shown on the created correction invoice. Charges from the RMA are not included.
Price changes on the RMA lines are not reflected on the correction invoice created.
The Latest Ship Date field on the Customer Invoice/General tab will display the latest shipping date of the reference invoice connected to the RMA lines. A latest shipping date is not displayed if the reference invoice itself has no latest shipping date.