Activant Faspac Entering and Expediting Customer and ...
40
Activant Faspac Entering and Expediting Customer and Vendor Returns
Transcript of Activant Faspac Entering and Expediting Customer and ...
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: [email protected]
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 [email protected]
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.
