How to Do a Combination of “Return” and “Replace” in One Step, Called “Replacement”

This situation could arise if the customer has spoken to you about the problem with defective merchandise, and you agree to accept his return and immediately replace the material.

Go to the sales order line in question.

Click on “Create RMA”

Select “Replacement” under “Type”

Click “Save”

Click “Process RMA”

Click “Process”

Select a lot that has material that you wish to ship out to the customer as replacement.

Click “Save Items”

Click “Back To Case”

The original line has a MINUS quantity line created for it, as well as the NEW line that was recorded packed.

Inventory has been decremented by the amount replaced.  Inventory in the “DMG” or damaged lot has been incremented by the quantity replaced, except that it is not counted in the on hand inventory because that location is one that has been set to “Counted in Inventory” = “N”.