Disposing of an RA
RA Disposition is the process of “disposing of”, or closing a return authorization. RA Disposition is done only after the items being returned by the customer have been received into your warehouse. An RA can be disposed of in several different ways.
• An RA can be closed or disposed of by simply creating a credit memo for the goods being returned by the customer. This is referred to as a return for credit.
• An RA can be closed or disposed of by shipping replacement merchandise to a customer prior to receiving the goods back from the customer, and then issuing a credit to the customer when the returned goods are received from the customer. This process is referred to as a Cross Shipment.
• An RA can be closed by shipping replacement product back to the customer after receiving the goods returned by the customer, and then issuing the customer a credit memo for the items received back from the customer. This process is referred to as issuing a Replacement order.
In all of the above cases, the actual disposition or closing of the return authorization is accomplished by issuing a credit memo to the customer for the items returned by the customer. This action actually closes the return authorization and creates a credit memo in the accounts receivable system. In the first case (return for credit), no replacement sales order is created for the customer. In the other two cases, a replacement sales order is also created for the items on the return authorization, using the pricing and other information from the ra. When the replacement order is issued prior to the receipt of the goods from the customer, it is called a cross shipment. When the replacement order is issued after the receipt of the goods from the customer, it is referred to as a replacement order.
The following procedure can be used to dispose of or issue a credit memo for a return authorization.
1. Select the Returns Management program from the Return Authorization Management menu.
2. Select the return authorization to be disposed. Verify that the return authorization has a status of I in the ra header and in the ra lines to be processed. You may only dispose of an ra if it has been received, and if the disposed quantity in the line is less than the received quantity. You can partially dispose of an ra, but you may not dispose of any ra line quantity that has not been received.
3. Press the Dispose Button. When a valid (in stock) return authorization is selected in the Returns Management program, and the Dispose button is pressed, the system activates the RA Disposition program and it loads the programs with the lines that can be disposed of from the selected ra.
4. Set the quantity to be disposed for each ra line. The RA Disposition program allows you to verify or change the quantity to be disposed of for each ra line by adjusting the amount in the Now column displayed by the program. This quantity can be modified using the mouse and keyboard. You may also adjust the quantity to be disposed for each line using the Clear All Qty Button (which moves 0 into the Now column for all lines displayed in the program), or using the Default All button (which defaults the received less the already disposed quantity for each line into the Now column).
5. Make any changes required to the ra lines being processed. The RA Disposition program contains a Zoom option that can be used to view or edit the displayed ra line items. The Zoom option (accessed from within the Now column using the right mouse menu) allows you to view and edit the information that is stored in each ra line being processed. The information that can be edited for each line is restricted in the program but it includes the Return Value (the price to be used for the credit for the ra line), the Replace value (the price to be used for any replacement sales orders created for the ra line) and the commission cost associated with the line.
6. Verify or input the serialized inventory information associated with each ra line. The return Authorization
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