Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Request for Internal Repair (No Sales Order)

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

This process is for a customer return that do not have the original sales order in Costpoint, and has a disposition of internal Repair. This means that you will send back the item for repair and it will be sent out to a vendor via a purchase order for repair, and then received back and returned to the customer.

To request for an internal repair:

  1. Go to the Manage Customer Returns screen.
  2. 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.
  3. In the Employee field of the RMA Header tab, enter your employee ID. Make sure to verify the RMA expiration date.
  4. In the Return Qty field, enter the quantity.
  5. In the Return Reason field, enter the reason for returning the material.
  6. From the Order/Payment Disposition Requested drop-down list, select Repair.
  7. Select the Disposition Approved checkbox.
  8. 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.
  9. 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.
  10. Enter the warehouse ID with the RMA location.
  11. Select the Submit checkbox and click Save.
    An email will be sent to the customer email address, if indicated in the settings.
  12. Go to the Manage Purchase Order Receipts screen to receive the purchase order line for the material into an RMA location.
  13. Go to the Manage Sales Orders screen and create a new sales order for the repair work.
    This will allow you to send the item back when done with the repair.
  14. Go to the Manage Purchase Order Receipts and receive the purchase order line for this material into an RMA location.
  15. Create a customer repair manufacturing order (MO) and issue the item to the MO.
  16. Complete the MO process and relieve the item, with the incurred costs, back to an RMA location so that it does not become mixed up with the other inventory.
  17. Send the part back to the customer via your sales process.
  18. If this is billable, have Accounting process the customer bill with the incurred cost.