Costpoint Online Help

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Request for External Repair (No Sales Order)

This is the recommended process for handling an external Repair disposition type without an original sales order.

This process is for a customer return that does not have the original sales order in Costpoint, and has a disposition of Repair. This mans that you will send the item back for repair and it will be fixed externally with a manufacturing order and then returned to the customer.

To request for an external repair:

  1. Go to the Manage Customer Returns screen.
  2. In the Orig SO field, enter the sales order ID , and click the Autoload button to create returns for the SO. You can also enter the invoice number to autoload the record.
  3. In the Email Address field of the Customer Contact Info tab, enter the email address of the customer to send an email notification to the customer.
  4. In the Employee field of the RMA Header tab, enter your employee ID. Make sure to verify the RMA expiration date.
  5. In the Return Qty field, enter the quantity.
  6. In the Return Reason field, enter the reason for returning the material.
  7. From the Order/Payment Disposition Requested drop-down list, select Repair.
  8. Select the Disposition Approved checkbox.
  9. Select the Material Return Required checkbox.
    If selected, then upon save, an RMA PO will be created for you to receive the materials. The RMA PO ID will be visible in the header section of the screen.
  10. On the Serial/Lot subtask, enter the serial lot number of the item being returned. The default serial/lot information comes from the material that was issued to the SO.
  11. Enter the warehouse ID with the RMA location.
  12. Select the Submit checkbox and click Save.
    An email will be sent to the customer email address, if indicated in the settings.
  13. Go to the Manage Purchase Order Receipts screen to receive the purchase order line for the material into an RMA location.
  14. Create a purchase order (PO) and issue the item to the PO.
  15. Receive the item on the PO back to an RMA location so that it does not become mixed up with the other inventory.
  16. Send the part back to the customer via your sales process.
  17. Process the PO voucher and payment for the repair.
  18. If this is billable, have Accounting process the customer bill with incurred cost.