The Credit Into Pending Button is used to credit the customer for the RA Items returned by the customer, and move the items into the Pending file. The items are re-assigned to a House Company or House customer account as they are moved into the Pending file. The goods are then tracked in pending while they are evaluated or repaired in house.
The Credit to Pending option can only be used on status I or In Stock (received) RA Lines. The option can also only be used on lines that have not been credited already (the credit qty in the line must be 0). You may not process a credit to pending for a partial quantity (you must split any ra lines if you wish to process a Credit into Pending for less than the received quantity).
When the Credit Into Pending option is used, the system will verify that
You have tagged at least one valid (Status I, received qty GT disposed qty, credit qty = 0) ra line to be processed.
A price has been entered into the RA Lines being processed. You will receive an error if you tag an stock RA Line and try to process it without specifying an amount to be credited to the customer.
The proper number of serial records are specified for the items being credited. If you are processing a serialized (Serial Y), or serialized on sale (Serial S) item, the system will force you to identify the correct number of status S (sold) serial records based on the ra lines being processed.
All of the lines being processed are in the same inventory location. (the ra line location must be the same for all items being credited to the customer).
The items being processed are set up in the location that they are being returned to. If the items do not exist in the destination location, the system will display an error message and not allow you to process the transaction.
You have not already credited the customer for the entire amount of the original invoice associated with the RA. If you have issued any credits for the invoice the program will display a warning message, and if you have issued credits greater than or equal to the original invoice amount, the system will prevent you from processing the transaction (unless you are a system level operator of Sysop).
Serialized Item Processing. If the RA line being processed is for a serialized item (Serial Y or S), the system will automatically select the correct serial records for each ra line (this is based on the serial numbers entered or defaulted into the RA program during RA Entry, or any serial detail entered during RA Receipt processing, or prior to processing the Credit to Pending). You may not dispose of or credit an RA line until the serial detail for the RA line has been specified.
Once you have tagged the ra lines to be processed in the Credit Received RA Items program, have specified the amount to be credited to the customer, and press the Credit Into Pending Button, the system performs the following actions.
It prompts you for the shipping credit to be given to the customer and it displays the shipping amount from the original invoice used for the item (if applicable). The shipping credit should be entered as a positive amount (ie 15 results in -15 on customer credit memo.
It creates a credit memo for the customer, using the price specified in each ra line and the shipping credit entered by the operator.
It displays a prompt and asks the operator if they would like to add an optional header comment to the credit memo just created for the customer.
It moves the items being credited back into the inventory location specified in the ra lines being processed
Serial transaction records are created for the serialized items being returned. These records have a type of RA (to record the return against the RA), and OI (to record the credit to the customer) . The RA record stores the RA associated with the return in the Ref# field and the OI record stores the credit memo# issued to the customer
Inventory and warehouse transaction records are created to record the movement of inventory into the returns location. The bin used by the procedure is based on the System Parameter F248:OCICMBIN.
A temporary sales order (a Loaner or Shipper type order) is created for the house customer account specified in F248:HOUSECO and this temporary order is automatically invoiced to move the goods being processed into the pending file.
Pending records are created and assigned to the House Company. These Pending records are assigned a type of P (this record type can be displayed and processed in the Pending Management program).
The serialized inventory records for the transaction are updated. The House Company is moved into the Company and the Sold To fields in the records. The Serial records are updated to status L to indicate they are now in the Pending file.
Type OS (Order Shipper) Serial History records are written to record the movement of the serial numbers to the Pending file. These records store the House Company in the Note field and the Shipper Invoice number used to move the item into pending in the Ref# field.