Issuing A Credit On A Return
| Document Version | v.1 |
|---|---|
| Document Last Updated | 8/4/23 |
| Software Version Documented | v.9.9.2 |
Issuing a Credit on a Return
Refunds/Credits
There are a number of things you can do during the crediting process of an RMA. Once the warehouse has completed their part in receiving the material, accounting can now process each receiver and mark them as credited. The best place to do this would be from the Accounting Manager
- Choose the Refunds / Credits option under the Accounts Receivable section
- Listed will be all the RMAs in the system that have not been credited. You can use the search criteria to narrow down the results shown in the window below
- You can also click on the release number link to open the receiver and mark it as credited. This process is explained in more detail below.
- Once the receiver has been marked as credited, it will be displayed with a green background, and will be removed from this screen completely the next time you search.
Mark Credit Status As Credited
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Once you have posted an RMA receiver to Received, the credited option will become available for you to checkmark.
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Check the box and save.
Print The RMA Receipt
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After marking the RMA as credited you will be prompted to print an RMA Receipt.
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The credit/refund has not yet been issued and will be in the next step.
Issue Refund
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Once you have marked the Credit Status as Credited, the Issue Refund option will become available. Keep in mind, this same process will apply to both cash and credit customers.
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You have the option to issue either a refund or a customer credit. Choose the transaction type you would like to use.
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Choose the Refund option if you would like to issue the money back right away. Choose the Customer Credit option if you would like to issue a credit that can be used later.
Print Credit Memo
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On the Refund Money screen, if you choose to issue a Customer Credit instead of a Refund, then the customer credit will be assigned to the customer’s account.
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A credit memo will then print or be e-mailed automatically.
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> Suspect On Hand Bin
As touched on earlier, there are settings that control which location that returned items are assigned by default. Generally, you will want bad items (items that are damaged or defective) inspected later, where a final decision on it’s fate will be made.