Track the progress of vendor repairs and returns for your assets.
Return Materials Authorization (RMA) functionality is available through the data collection module. If you do not use the data collection module, you can track repairs and returns by defining a new equipment state and a custom property on the Work orders form (WMJOBS) or on the Equipment form (OMOBJC).
Have your system administrator complete the following steps:
Create a new equipment state, "External Repair," for the OBSA entity, based on the Datastream 7i code DEF—Defective on the Codes page of the Entities form (BNENTS).
Define custom properties on the Work orders form (WMJOBS) or on the Equipment form (OMOBJC) for RMA number and RMA account.
When your system administrator has completed these steps, track repairs and returns by creating a work order for the item to be repaired on the Work orders form (WMJOBS), and then return the item against the work order number on the Stock issues form (SDISSU). After returning the item, update the state and serial number of the asset on the Equipment form (OMOBJC).
The Lines page of the RMA Numbers form (TDRMAN) gives an overview of all materials sent for repair and all materials returned.
Repair and return information is identified by a unique combination of vendor-issued RMA numbers and RMA account numbers.
Follow these steps to define repair and return information.
Open the RMA numbers form (TDRMAN).
Click the Record view tab. Datastream 7i displays the Record view page.
RMA number—Enter an RMA number, or click to select an existing RMA number.
RMA account—Enter an RMA account code, or click to select an existing RMA account code.
Description—Enter a description of the repair to be performed by the vendor.
Organization—Click to select the organization to which the RMA belongs if you use multi-organization security.
Status—Click to select the status of the repair and return.
Supplier—Click to select the supplier to whom you returned the asset.
Date—Enter the date on which you returned the asset.
Store—Click to select the store into which to receive the asset when the vendor returns it.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.