RMA

Looking up an RMA Record

The 'Lookup' page will be displayed when the RMA page is first selected, but you can return to this page after working on RMA records by clicking on the link, 'Lookup' at the top, left-hand side of the screen. You can look up a piece of equipment by RMA #, Model, Receiver #, Card #, Serial #, WO#, Invoice Type, Account ID, or Invoice ID. Also note if you send equipment to RMA directly from an invoice, these fields will auto-populate and it will give you the option to enter an RMA reason. 

Manually Entering Equipment

• Click on the RMA link at the top, left-hand side of the page.
• Select the inventory area where the piece of equipment came from and the provider. These fields will be set to the defaults set under Admin > Preferences.
• If you already have the RA# for this piece of equipment, enter it in the RMA # field.
• Select the Equipment Type. and the Equipment Name. If you do not see the options you're looking for, Types may be added under Admin > Preferences > Drop Downs, and Equipment Names may be added under the Inventory > Equipment page.
• Depending on the equipment type entered, additional fields will display. Serialized equipment will ask for the serial number; receivers will ask for the receiver numbers, card numbers, serial numbers, etc.; and non-serialized equipment will let you press the "add" button without entering any other information. 
• If you wish to delete the equipment from the system, hit the X button on the equipment’s row on the right hand side of the screen and the equipment will be deleted.
• If you wish to send the equipment back to inventory, click on the Inventory link on the right hand side of the screen.   

• Once equipment is on the RMA page, click on the Details button to enter in more information on the return record or to view information that has already been entered into the system.   

• If you want to keep a record of what equipment has been in RMA, click on the item which will populate the fields at the top and you can then choose a status from the status drop down located on the right side of the page.     

• By giving the RMA a status, you can then search/filter by these different statuses so that all your RMAs don't show up on your current RMA page. To search, use the status drop down on the left side of the screen, choose the status type you would like to view and then press 'Go'.

Customer Replacement

To give the details on which receiver is replacing the swapped out receiver you can click on the Customer Replacement tab under the Details button for an RMA record. You may manually enter the receiver information, or select from the list of receivers in the table on the right. These are the receivers that are currently on the invoice of the replaced receiver. Click the select button to fill in the Customer Replacement fields on the left.

Supplier Replacement

To track the details of a replacement receiver provided by your supplier, you can click on the Supplier Replacement tab under the Details button for an RMA record. Enter the appropriate information in the fields provided.

Credit Memo

To view any credit memos that have been attached to this RMA record, you can click on the Credit Memo tab under the Details button for an RMA record.

Ready to Ship

When an RA'd item is ready to be shipped back, you can click on the Ready to Ship tab under the Details button for an RMA record. Agemni auto-creates a shipment id number. You can choose this new number, or group this piece of equipment with other RA'd items which are already associated with an existing shipment id number. Select the desired ID number and press Update.

Print Shipment

After you have grouped a set of receivers, for example,  by assigning them the same shipment ID number (see above), you can print a copy of that group by clicking on the Print Shipment tab on the Details button of an RMA record. All RMA records which have the same Shipment ID number will display the same printable shipment page like the one below. These would be used when shipping a group of LNBs in one box, or a group of receivers on a pallet. You can create a summary for each box and each pallet using this feature.

SHIPMENT

This tab is found to the top left corner of the Inventory>RMA page and is used for tracking the shipments that come in and out of your inventory through Agemni.

After clicking on the button 'Shipments' you will be able to click on the vendor name in the shipment list to get the tracking number information from the vendor site to get more precise tracking.