Activant Faspac

Entering and Expediting Customer and Vendor Returns

This class is designed for…

SalesCustomer serviceReceivingInventory controlPurchasing

Overview

Setup TasksCustomer Returns

Enter RMAReceive itemsIssue credit

Inventory ControlScrap itemsReturn items to stockReturn items to vendor

Vendor ReturnsGet vendor RMA and create internal RMACreate pick ticketPick items and ship items

Overview

Vendor Returns Main Menu PUR/VR

Objectives

Process customer and vendor returnsMaintain inventory accuracy

This course will NOT cover…

Order EntryInvoicingPickingTaggingPurchasingReceiving

Set Up Tasks

Define Return CodesSetup Scrap Inventory Account

Define Return Codes

1. Select Vendor Returns PUR/VR2. Select Return Codes Maintenance RCM

Define Return Codes

1. Enter a new return code SWI

Define Return Codes

1. Enter Description Shipped Wrong Item

2. Repeat for each code you wish to create

Setup Scrap Inventory Account

1. Setup Scrap Posting Account GLM/MFM

Set Up Posting Account for Scrap

1. Setup Scrap Inventory Account ACC/ACPC

2. Posting Code Must Be CSTSR

Process Customer Returns

Create Customer RMAReceive itemsIssue creditCustomer Returns Inquiry

Customer Returns

1. Enter new customer return PUR/VR/CMAI

2. Press Enter to proceed with new return

Customer Returns

3. Enter customers invoice number 1688-00

4. Enter Y to create a new RMA

Customer Returns

5. RMA number 117 created

6. Enter the line number of item to be returned.

Customer Returns

7. User is prompted to enter Return Code

8. Enter SWI for Shipped Wrong Item

Customer Returns

9. System displays sold tags information

10. Enter return information and press F8

Customer Returns

11. Repeat steps 7–10 for order lines 2 and 3

Customer Returns

1. Select CINQ and enter RMA number

2. System displays status of RMA

Receive Customer returns

1. Enter CREC - Receive Customer Items

2. Enter warehouse and RMA numbers

Receiving Customer Returns

3. Enter line number for item received

4. Press F12 to change quantity received

Receiving Customer Items5. Press F8 to process receipts

6. Enter Y to create customer credit memo

Receive Customer Returns

7. Option to print labels for items received

8. Enter Y for each receipt to be labeled

Receive Customer Returns

9. Credit customer for miscellaneous charges

10. Enter GO to complete receipt of items

Receive Customer Returns

11. Option to change committed tags received

12. Press CMD to complete receiving

Inventory Control

Scrap ItemsReturn Items To StockReturn Items To Vendor

Scrap Items

1. Enter SCR-Select Tags To Scrap

2. Select line 07 – Press Update F8

Return Items to Inventory

1. Enter RTS – Return Items To Stock

2. Select line, enter CC,location, press F8

Return Items to Vendor

3. Enter VTR – Return Tags To Vendor

4. Identify line and vendor for the return 04

Return Items to Vendor

5. Enter VMAI – Vendor Return Maintenance

6. Enter vendor’s RMA number and vendor ID

Return Items to Vendor

7. Enter item line number 01

8. Select tag number(s) 15765 to be returned

Return Items to Vendor

9. Repeat step 8 for additional tags for the line

10. Repeat steps 7-9 for additional items

Return Items to Vendor

11. Press F5 to print pick ticket for returns

12. Enter Y to print the pick ticket

Return Items to Vendor

13. Pick ticket prints for return items

14. Tag numbers are listed on the pick ticket

Return Items to Vendor

15. Press F8 to complete the return

Note: The tags are now relieved from inventory

App Share

Customer returns a three line orderScrap one itemReturn one item to inventoryReturn one item to vendor

Vendor returnIdentify item to be returnedSelect tags to be returnedPrint pick ticket / packing slipUpdate the return

Summary

Setup TasksCustomer Returns

Entered a RMAReceived itemsIssue credit to the customer

Inventory ControlScrap an itemReturn an item to stock

Vendor ReturnsCreated a vendor RMAIdentified items and tags to be returnedPrinted a pick ticketPick the items and completed the return to vendor

For more information

Faspac 4.2 New Features Guide

Visit Activant on the web: http://distribution.activant.com/

Submit a web case

Browse Documentation

Search the Solutions database

View P21 University course offerings

Email Professional Services Sales: pss@activant.com

For More Information…

Prophet 21/Acclaim Help FilesVisit Activant on the web: http://distribution.activant.com/

View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a Support case

E-mail Professional Services Salespss@activant.com

Customize this slide’s information!

EDIT the FIRST BULLET - Is this class for Prophet 21, Acclaim, FASPAC, SDI, Disc, …?

Is there a manual, or solution that should be listed?!

Be sure to remind the learners about any classes you may have mentioned in the beginning of the WBT.

Customize this slide’s information!

EDIT the FIRST BULLET - Is this class for Prophet 21, Acclaim, FASPAC, SDI, Disc, …?

Is there a manual, or solution that should be listed?!

Be sure to remind the learners about any classes you may have mentioned in the beginning of the WBT.