Create Credit Invoice for Returned Goods

Explanation

When parts are being returned from a customer, you can create a credit invoice for the returned parts in Return Material Authorization. You can create a credit invoice for a Return Material Authorization (RMA) or a RMA line at various stages, the first being after release of the RMA or the RMA line.

It is possible to create a credit invoice for an entire RMA or for a specific RMA Line. The credit invoice can be viewed and changed in Customer Invoice.

Prerequisites

• The RMA (Return Material Authorization) must have been created.
• The RMA or the RMA line, whichever applicable, must have been approved for credit.
• The RMA may or may not be without an order.
• If a reference invoice is connected, it may be a customer debit invoice or even the debit lines of a corrective invoice. Status of the reference invoice should be Posted Authorized, Paid Posted or Partly Paid Posted.

System Effects

A credit invoice is created for the returned quantity.

The ID number of the credit invoice will be indicated in the Credit/Corr. Invoice No column of the RMA lines that are included on the credit invoice.

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. Note that if there is more than one reference invoice number associated with the RMA, or if there is no reference at all, this field will be null.

Pages

Return Material Authorization

Activity Diagrams

Approve Customer Returns