Processing Receipts for RMA
When parts returned are received in the location specified in an RMA, you should process the receipts in ServiceMax for inventory accountability and also to complete the RMA cycle.
To process receipts for an RMA:
1. Locate the RMA by searching in sidebar or from a list view in Parts Orders tab and then click the RMA record for which you want to process receipts.
2. Ensure that the RMA is open and the destination location is not blank. Also ensure the RMA has at least one product to be received.
3. Click Process Receipts.
A screen is displayed in which you can enter the actual receipt information. The screen lists all products in the RMA that are not yet received. The Actual Qty is defaulted to the pending quantity expected.
4. Click Submit to confirm the entries made.
5. If your organization tracks inventory at the serial number level, the bottom section of the screen allows you to enter/select serial numbers for serialized products. To enter serial numbers for a product, check the checkbox against the product in the list. For information about how serialized tracking of inventory works in ServiceMax, see Serial Number Selection.
6. The RMA screen refreshes. The RMA Line and RMA Status are updated.
When entering received quantities, one or more of the following scenarios might be applicable.
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Receipt Scenario
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How to Process it
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All products in the RMA have been received as expected.
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Click Submit. All the open lines and the RMA will be closed automatically.
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A product has not been received now but it is expected to be received at a later date.
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Enter Zero in Actual Qty. Ensure that the Close Line check box is not selected. This leaves the Line open for a future receipt.
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A product has not been received and will not be received in the future at all.
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This amounts to cancellation of an open RMA line. Enter Zero in Actual Qty. Ensure that the Close Line checkbox is selected. If your organization does not permit short-closing line, this check box might be disabled.
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A product has been received partially now. The remaining quantity is expected to be received at a later date.
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Enter the quantity received. Ensure that the Close Line check box is not checked. This leaves the line open for a future receipt.
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A product has been received partially now. The remaining quantity will not be received in future at all.
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This indicates the short-closure of an RMA line. Enter the quantity received. Ensure that the Close Line check box is checked. If your organization does not permit short-closing line, this check box might be disabled.
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