I’m being asked to present data about our RMAs that we’ve received back and the cost we’ve associated with each. I see the costs on the RMA disposition screen but those fields don’t map to a database table. Does anyone have a way to get those costs so I can present in a report?
My initial thought is that maybe use PartTran table filtered to RMANum > 0 or something like that.
What is your settings for RMAs in Company Configuration?
We’re in 2021.2 - The closest thing I see to settings like this is:
Is this what you are referring to? If not, where is that?
Look under the Sales Order tab. I think it is under Sales?
That is good. I never use the “Use Referenced Invoice Costs”.
When you create an RMA, do you tie it to anything? When an RMA is received, it does not go into Inventory, but a cost is associated with it based on either the associated transaction or the parts cost. You should be able to grab the cost from PartTran for RMA-INS after it is received. Once it is in Disposition, the cost can be seen and overridden through the Disposition.
Once the Disposition is done, you should be able to get the cost from PartTran for the corresponding disposition type. I think they are INS-MTL, INS-STK, INS-DMR, and I am not sure what the transaction type for Return to Customer.
Thank you! I was working it out on my end as well and I ended up joining PartTran to RMADisp to filter to just those transactions. Then joined to RMADtl and RMAHead to get some RMA info like customer, line description, notes, etc.
We usually tie it to an invoice or sales order if possible. So the costs will pull in from there. There is a discussion about to take place within our organization as to what should and what shouldn’t have cost when we receive it back in.
I always recommend associating some cost to all RMAs. If your building were to burn down and you said that this part that was returned had $0 cost, I imagine it would be hard to get the insurance company to pay you to replace it. The important thing to remember is that none of the RMA transactions hit a GL account until after disposition. You can see this by the “Inventory” check box on PartTran.
I agree with that. So just to clarify, when you receive an RMA, it has no value in Epicor yet? That’s different than when you receive a PO into inspection, right?
It is assigned a cost, but that cost does not show in Inventory. I believe that this is the same for PO receipts. If you look at a receipt that is in Inspection, it is flagged as Arrived, but not Received. I do not believe the cost hits Inventory until it is received.