Vendor RMA Checkboxes

1. Add Vendor Replacement to P.O.
   • The Vendor will send the same MASTERNO back
2. Add as Refurbished Item
   • The returned item will be designated MASTERNO-R
   • Only use this if your Company tracks B-Stock items
   • Note: processing an RMA on an already refurbished item can result in complex Master Numbers such as MASTERNO-R-R
3. Ship Replacement to Customer
   • This box should be checked when you will be shipping a replacement item to the Customer
4. Send Replacement from Inventory to Customer
   • This box should be checked if you will be providing the Customer a replacement item from your available inventory
   • May be used in conjunction with “Add as Refurbished Item”
   • Note: when the Purchase Order is created, the item is automatically added to the Call form > Parts tab. The item will be available to be PICKED by the Warehouse
5. Send Replacement from Vendor to Customer
   • Replacement item will be shipped from the Vendor to you, but belongs to the customer – the item is not drop-shipped from the Vendor to the Customer
   • The item will appear on the Call form > Parts tab when it has been received on the Purchase Order
   • Note: PO Receive form will not associate the item with a Call – this link will appear when the Warehouse receives the item in the system

The typical checkbox selection for RMAs on service calls is 1, 3, & 5