The RMA Items tab is used to enter all the inventory items, quantities, amounts and so on for each item being returned, and, to provide background on the Item selected. The area for entering data is on the lower portion of the form, and, in the Line Item Details you may select by clicking on the Ellipse button before the Item Number label, the area for stock indormation will be on the bottom left portion of the form. First will be described the entering data portion of the form with the topic labeled, "Entering Line Item Data." Next will be described the area for review data with the topic labeled, "Stock Information."
You can change the Line Item Details on the fly from the RMA Items tab form by clicking on the Ellipse to the left of the Item Number field. You can pick a default Line Item Detail to use in the Company Preferences form. Whatever you select as a default will be visible when you Add New RMA's. Below are the descriptions for all the fields. You will need to review each of the Line Item Details.
1.In the Item No field you have the choice of either selecting an existing Item No from the combo box or entering a new Item No in the combo box. If you choose to enter a new Item No press the 'Enter' key after you type the add Item No and a message will appear asking if you want to enter the Item No. If you select 'Yes' the Inventory Items form will open where you will be able to enter a new inventory item. See: Adding Inventory Items. After you have completed adding inventory items, please come back to this form to continue.
2.After you add or enter an Item No you will notice many of the fields on the Line Item Detail like Description and Sales Price will fill in with data based on that inventory item. This can really help speed up data entry and is good reason why you should spend the time to enter data in key fields of the Inventory Items form like Description, Sales Price, and Unit Measure.
3.There is also an Ellipse button to the left of every Item No field. When you click this button the Line Item Options form will open where you can do different things to the selected line item.
4.The Description field will automatically be filled in with the selected Item No's description entered in the Inventory Items form. You can edit the Description field for each line item without affecting the original description. When you enter in this field you will notice the field enlarges in size so that you can view larger descriptions. When you Tab out of the field it will reduce back to its original size.
5.The Warehouse field is used show the warehouse where the selected Item No was shipped from. The Warehouse field also has a combo box that can be accessed by clicking in the Warehouse field. See: Warehouses
6.The UOM (Unit Measure) field is used to show the selected unit measure of the item that was shipped. This field will automatically fill in based on the setting of it in the Inventory Item form. The UOM field also has a combo box that can be accessed by clicking in the UOM field. See: Adding Inventory Unit Measures or Inventory Unit Measure.
7.The Ordered field is used to show the number of the selected Item No the customer bought.
8.The Returned field is where you enter the amount of product to be returned from the customer.
9.The Tax field is actually a combo box where you may have entered different methods of tax for the selected line item. This can be important if you are charged tax on one line item but not on every other line item.
10.The Disc (Discount) field is where you may have entered a discount percentage you wanted to give the customer on the selected item. If you has wanted to give your customer a 5% discount when purchasing a particular item you would have entered 5 in this field.
11.The Price field was automatically filled in with the selected Item No's Price entered in the Inventory Items form. You can override this price with a different amount if you need to.
12.The Total field will display the Returned quantity multiplied by the Price field. If you returned 5 and the sales price was 30.00 each then the total field would display 150.00.
13.The Additional Info field will automatically fill in with the selected Item Number's additional info entered in the Inventory Items form.
14.The Length field will automatically fill in with the selected Item Number's length entered in the Setup Tab of Inventory Items form.
15.The Width field will automatically fill in with the selected Item Number's width entered in the Setup tab of Inventory Items form.
16.The Height field will automatically fill in with the selected Item Number's height entered in the Setup tab of Inventory Items form.
17.The Weight field will automatically fill in with the selected Item Number's weight entered in the Setup tab of Inventory Items form.
18.The Code field is used to enter a code for this invoice. You can click the Ellipse button next to this field to open the Codes form where you can add new codes.
19.The Account ID (namely Sales Income, Inventory Assets and Cost of Sales) field will automatically be filled in with the General Ledger Account ID you assigned to the account during set up. See: Account ID Naming Conventions. The Account ID field also has a combo box that you may then click on that will bring up the list of Accounts so that you may change the Account as appropriate.
20.The Job ID field can be used to assign a Job ID to track the sales for a job. The Job ID field also has a combo box that you may then click the Job ID number you are referencing from the combo box. See: Jobs. Once a Job ID is selected on the first line item, it will then be carried on each subsequent line item automatically.
1.The Item Number field will display the Item Number and the Description of the selected item in the Line Item Details area. Click the Ellipse button next to this field to open the Inventory Warehouse Stock form.
2.The In Stock field will display how many of the selected items are currently in stock.
3.The Allocated field is read only and will display how many of the selected items are currently allocated to other transactions. This field is able to be adjusted in the Orders form. See: Adding Orders.
4.The Committed field will display how many of the selected items are currently committed for other transactions. Also See: Committed Inventory Rules.
5.The Available field will display how many of the selected items are currently available for sale.
6.The Back Order field will display how many of the selected items are currently on back order.
7.The On Order field is read only and will display how many of the selected items are currently on purchase orders.
8.The Weight, Volume and Location fields will be read only, and, also automatically fill in based on the value setup in the Unit Measure form you selected in the lower half of this form. This information will be printed on the invoice.