hjsvtec
05-24-2005, 06:04 AM
We are using PT Manufacturing 2005. I have a multi-level inventory list with several layers of sub-assemblies. Has anyone used PT for the processing of RMA's with multi-level BOMs? Would love some tips.
Current challenge is that "Credits" allow you to post against line-items on an invoice. But often the line-item on the invoice is the "kit" and the customer is only returning one element of that kit for diagnosis/refurbishment/return. How can I record the RMA, provide the customer with credit, link the credit to the invoice, *and* close both the invoice and credit-memo? Currently, I don't see a way to do this as I cannot "apply" the credit-memo to the invoice unless I am crediting the entire assembly line-item. Result is that my invoices show past-due forever when they are actually closed (with the combo of receipt/credit).
Thanks in advance for your tips.
Heather
Current challenge is that "Credits" allow you to post against line-items on an invoice. But often the line-item on the invoice is the "kit" and the customer is only returning one element of that kit for diagnosis/refurbishment/return. How can I record the RMA, provide the customer with credit, link the credit to the invoice, *and* close both the invoice and credit-memo? Currently, I don't see a way to do this as I cannot "apply" the credit-memo to the invoice unless I am crediting the entire assembly line-item. Result is that my invoices show past-due forever when they are actually closed (with the combo of receipt/credit).
Thanks in advance for your tips.
Heather