For parts peopleScreens
Vendor returns
The RTV list and detail — statuses from Draft to Closed, the two printed documents, and where the open-claim total comes from.
PartsOwners & accounting
Parts & Inventory, then Vendor Returns. Every RTV — parts going back to a supplier.
What's on it:
- Tabs — Open (the default: anything not finished), Shipped, Disputed, Closed, All. There's no search box on this screen yet, so the tabs are how you narrow it down.
- Columns — RTV #, Vendor, Reason, Status, RMA, Lines, Created. If you can see cost, you also get Book cost and Open.
- Open claims against vendors — a total of what's been shipped but not yet settled. Only shown to people who can see cost.
- New return starts a return. See return parts to a vendor.
Statuses
| Status | What it means |
|---|---|
| Draft | Being built. Nothing has moved. |
| RMA requested | You've asked the vendor for an authorization number. |
| Approved | The vendor's RMA number is recorded. |
| Shipped | Gone. Stock is off the shelf and the vendor owes you. |
| Disputed | Part of the claim has been settled; the rest is still open. |
| Closed | Settled in full. |
| Cancelled | Abandoned before shipping. Nothing was reversed because nothing moved. |
The detail page
The action buttons change with the status, and with what you're allowed to do:
- Request RMA on a draft, then Record RMA # once the vendor gives you one.
- Ship to vendor — the step that draws stock and opens the claim. Available until it ships; unavailable after.
- Record settlement — how the vendor responded. Available on a shipped or disputed return, and only to people who can see cost, because agreeing an amount is the whole point of the action.
- Cancel — only before shipping.
Below the buttons: the RMA and freight details, the cost summary (Book cost shipped, Settled, Still open), the Lines, and a Settlements panel once the vendor has responded at least once.
The two printed documents
- Packing slip — goes in the box. Parts, quantities, RMA number, where to send it. No cost anywhere on it, for anyone — it's designed to be handed to a vendor.
- Debit memo — your cost-bearing copy, with unit costs, totals and the open claim. Only available to people who can see cost.
To build and settle a return, see return parts to a vendor.