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RETURN MERCHANDISE AUTHORIZATION



BUSINESS INSIGHTS
Sage MAS 500 takes inquiry, drill-down,
monitoring, and data analysis to a whole
new level with out-of-the-box business
intelligence tools, including Business
Insights Analyzer, Business Insights
Explorer, Alerts, Crystal Reports®, Web
Reports, and integration with desktop
productivity tools.
REPORTING FEATURES
I   Maintain custom form layouts for printed
    forms.
I   Tailor forms to your organization’s design
    requirements.
I   Export any report data to an external file.
    Data types supported include ASCII text,
    delimited, Excel, XML, PDF, HTML, RTF,
    or Microsoft Word.
I   Output any report to the screen, a
    printer, or a variety of file formats.
I   Create customized, presentation quality       Pain-free Customer and Vendor Returns with Formalized RMA Processing
    reports through Crystal Reports software.     To stay competitive, virtually every company needs to process customer returns. As today’s customers
REPORTS                                           demand a more specialized level of service, tracking and resolving these returns can be an increasing
                                                  challenge. The Sage MAS 500 ERP Sales Order module includes advanced tools to manage customer
I   Print/E-mail RMAs
                                                  returns. It also includes a formalized Return Merchandise Authorization process to help companies
I   RMA Report                                    implement return and replacement policies with ease.
I   Customer Returns                              Built-in return features make it easy to process returns. You can determine which bins to place
I   RMA Transactions                              returned items into, restrict returns to valid lot and serial numbers, optionally charge restocking fees,
                                                  issue replacement items, or credit customer accounts. RMA and returns processing gives you an
SAGE MAS 500 SOLUTIONS
                                                  accurate record of items shipped before returns are received, and one more opportunity to build
I   CRM and E-business                            100% customer satisfaction.
I   Financials and Project Accounting             RMAs can be emailed to customers and documents can be printed to alert warehouse personnel of
I   Distribution and Manufacturing                pending returns. After the goods are received and inspected, they can be returned to inventory,
                                                  scrapped, returned to the vendor, or repaired. Further, RMA processing is flexible, allowing you to
I   Human Resources and Payroll
                                                  determine whether or not non-inventory items can be returned; how to calculate freight, discounts,
I   Customization and Integration                 and commissions; and whether or not you want to track RMA expiration dates or charge restocking
I   Business Intelligence                         fees. You can also set parameters to allow full or partial returns of kits and kit components.
                                                  Advanced reporting and analysis tools make it easy to quickly find the status of a return and to
                                                  determine which returns have not been received or processed. Sage MAS 500 allows you implement
                                                  an end-to-end returns management solution so you can offer provide unparalleled customer service.
                                                                                                                                                              M




                                                                                                                                                  Continued
Sage MAS 500
                                                                                                                   Return Merchandise Authorization

                                                                                                                   “We can process returns much more easily, and reconcile activity down to the
                                                                                                                   specific order level…This speeds up our customer service, and improves our
                                                                                                                   ability to handle queries and make adjustments to orders.”
                                                                                                                                                                                                      Jim Brown,
                                                                                                                                                               CFO and Executive Vice President of Administration
                                                                                                                                                                                                NutriSystem, Inc.



Returns and RMA Processing                                                                                            Return to Vendor
Items may be returned with or without a formal RMA depending on setup options.                                        Returned items are processed through the Sage MAS 500 Purchase Order module
I   An RMA document can be created to define items and quantities that are approved                                   providing an integrated system for tracking returns to vendors.
    for returns to a company warehouse.                                                                               I   Returns to vendors are tracked and can be tied to the original purchase order and
I   RMAs may include lines for items originally shipped from more than one                                                receiver.
    warehouse.                                                                                                        I   RMA numbers provided by the vendor can be tracked as part of the returns process.
I   You can create RMAs or RMA lines that are not linked to a sales order shipment.                                   I   Reason codes and data collected during the receiving process can be used to
I   If the first line added to an RMA is linked to a sales order shipment having other                                    analyze vendor performance.
    than home currency, the currency and rate are taken from this sales order shipment                                I   Returned items can be exchanged for either replacement items or credit.
    and applied to the RMA.
                                                                                                                      Financial Impact
I   When return items are received, they can either be manually entered or defaulted
                                                                                                                      Companies can define how they want to track costs and charges related to customer
    from an RMA.
                                                                                                                      returns.
I   Determine if returns require an originating order.                                                                I   Returns can be tracked to specific general ledger accounts for analysis and financial
I   When an RMA line is linked to a sales order shipment line, information from the                                       reporting.
    sales order shipment line is carried over to the RMA line, including the invoiced                                 I   Restocking fees and penalties can be charged for certain types of customer returns.
    price.
I   Automatically calculate freight, discounts, taxes, and commissions.                                               Business Insights
                                                                                                                      Analyze and monitor returns and RMA data for greater insights into customer service
Item and Inventory Impact
                                                                                                                      levels.
RMAs do not affect inventory until material is received and neither available quantity                                I   Organize, analyze, and graph returns data.
nor replenishment position are affected by open RMAs. However, several items
settings determine how RMAs are handled and inventory is impacted when returned
                                                                                                                      I   Built-in intelligence reports provide insight into returns including reasons for returns
materials are received.                                                                                                   and RMA status and details.
I   All items can also be returned to one bin at the header level if, for example,
    company policy dictates that all items be inspected after receipt.
I   Returns can be restricted to valid lot and serial numbers.
I   Enable the partial return of kit components.
I   You can determine if drop shipped, expired, or discontinued items are allowed to be
    returned.
I   Returns for non-Inventory items are supported.
Customer Actions
Customers return products for various reasons and will require different actions to be
taken to process their returns.
I   Process and track shipments of replacement items sent to customers for returns.
I   Optionally issue credit memos for returned items.
I   Returned items can be received into inventory, repaired (using the Sage MAS 500
    manufacturing modules), and returned to the customer.




                         56 Technology Drive • Irvine, CA 92618-2301 • 800-854-3415 • www.sagesoftware.com
                         ©2005 Sage Software, Inc. All rights reserved. The Sage Software logo and the Sage Software product and service names mentioned herein are registered
                         trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Crystal Reports is the registered trademark and technology of Business Objects SA.   5ENT115 11/05 05-6829/1105
                         All other trademarks are the property of their respective owners.

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Mas500rma

  • 1. RETURN MERCHANDISE AUTHORIZATION BUSINESS INSIGHTS Sage MAS 500 takes inquiry, drill-down, monitoring, and data analysis to a whole new level with out-of-the-box business intelligence tools, including Business Insights Analyzer, Business Insights Explorer, Alerts, Crystal Reports®, Web Reports, and integration with desktop productivity tools. REPORTING FEATURES I Maintain custom form layouts for printed forms. I Tailor forms to your organization’s design requirements. I Export any report data to an external file. Data types supported include ASCII text, delimited, Excel, XML, PDF, HTML, RTF, or Microsoft Word. I Output any report to the screen, a printer, or a variety of file formats. I Create customized, presentation quality Pain-free Customer and Vendor Returns with Formalized RMA Processing reports through Crystal Reports software. To stay competitive, virtually every company needs to process customer returns. As today’s customers REPORTS demand a more specialized level of service, tracking and resolving these returns can be an increasing challenge. The Sage MAS 500 ERP Sales Order module includes advanced tools to manage customer I Print/E-mail RMAs returns. It also includes a formalized Return Merchandise Authorization process to help companies I RMA Report implement return and replacement policies with ease. I Customer Returns Built-in return features make it easy to process returns. You can determine which bins to place I RMA Transactions returned items into, restrict returns to valid lot and serial numbers, optionally charge restocking fees, issue replacement items, or credit customer accounts. RMA and returns processing gives you an SAGE MAS 500 SOLUTIONS accurate record of items shipped before returns are received, and one more opportunity to build I CRM and E-business 100% customer satisfaction. I Financials and Project Accounting RMAs can be emailed to customers and documents can be printed to alert warehouse personnel of I Distribution and Manufacturing pending returns. After the goods are received and inspected, they can be returned to inventory, scrapped, returned to the vendor, or repaired. Further, RMA processing is flexible, allowing you to I Human Resources and Payroll determine whether or not non-inventory items can be returned; how to calculate freight, discounts, I Customization and Integration and commissions; and whether or not you want to track RMA expiration dates or charge restocking I Business Intelligence fees. You can also set parameters to allow full or partial returns of kits and kit components. Advanced reporting and analysis tools make it easy to quickly find the status of a return and to determine which returns have not been received or processed. Sage MAS 500 allows you implement an end-to-end returns management solution so you can offer provide unparalleled customer service. M Continued
  • 2. Sage MAS 500 Return Merchandise Authorization “We can process returns much more easily, and reconcile activity down to the specific order level…This speeds up our customer service, and improves our ability to handle queries and make adjustments to orders.” Jim Brown, CFO and Executive Vice President of Administration NutriSystem, Inc. Returns and RMA Processing Return to Vendor Items may be returned with or without a formal RMA depending on setup options. Returned items are processed through the Sage MAS 500 Purchase Order module I An RMA document can be created to define items and quantities that are approved providing an integrated system for tracking returns to vendors. for returns to a company warehouse. I Returns to vendors are tracked and can be tied to the original purchase order and I RMAs may include lines for items originally shipped from more than one receiver. warehouse. I RMA numbers provided by the vendor can be tracked as part of the returns process. I You can create RMAs or RMA lines that are not linked to a sales order shipment. I Reason codes and data collected during the receiving process can be used to I If the first line added to an RMA is linked to a sales order shipment having other analyze vendor performance. than home currency, the currency and rate are taken from this sales order shipment I Returned items can be exchanged for either replacement items or credit. and applied to the RMA. Financial Impact I When return items are received, they can either be manually entered or defaulted Companies can define how they want to track costs and charges related to customer from an RMA. returns. I Determine if returns require an originating order. I Returns can be tracked to specific general ledger accounts for analysis and financial I When an RMA line is linked to a sales order shipment line, information from the reporting. sales order shipment line is carried over to the RMA line, including the invoiced I Restocking fees and penalties can be charged for certain types of customer returns. price. I Automatically calculate freight, discounts, taxes, and commissions. Business Insights Analyze and monitor returns and RMA data for greater insights into customer service Item and Inventory Impact levels. RMAs do not affect inventory until material is received and neither available quantity I Organize, analyze, and graph returns data. nor replenishment position are affected by open RMAs. However, several items settings determine how RMAs are handled and inventory is impacted when returned I Built-in intelligence reports provide insight into returns including reasons for returns materials are received. and RMA status and details. I All items can also be returned to one bin at the header level if, for example, company policy dictates that all items be inspected after receipt. I Returns can be restricted to valid lot and serial numbers. I Enable the partial return of kit components. I You can determine if drop shipped, expired, or discontinued items are allowed to be returned. I Returns for non-Inventory items are supported. Customer Actions Customers return products for various reasons and will require different actions to be taken to process their returns. I Process and track shipments of replacement items sent to customers for returns. I Optionally issue credit memos for returned items. I Returned items can be received into inventory, repaired (using the Sage MAS 500 manufacturing modules), and returned to the customer. 56 Technology Drive • Irvine, CA 92618-2301 • 800-854-3415 • www.sagesoftware.com ©2005 Sage Software, Inc. All rights reserved. The Sage Software logo and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Crystal Reports is the registered trademark and technology of Business Objects SA. 5ENT115 11/05 05-6829/1105 All other trademarks are the property of their respective owners.