The install process for TWBS RMA consists of the following components:

• Preparation – There are a number of application control elements associated with the TWBS RMA module. You should review these elements prior to using the functionality.  Note that the Inventory Transfer and Service Interface functions are new in v2.0.
  • Default Receiving Warehouse
  • Expiration Days
  • Default Item Type
  • Return Reason Codes
  • Expected Disposition Codes
  • Failure Codes
  • Service Codes
  • Inventory Transfer
  • Service Interface
  • RMA Document Numbering
• Installation & Configuration
  • Installation of the SAP® Business One Add-On Client – Installed on the SAP® Business One Server and Client machines using the standard SAP® Business One add-on install process. Installs the necessary components for running TWBS RMA on client computers accessing the server.
  • Configuration of the RMA Server Settings – The server settings for the TWBS RMA application should be set through a custom UI screen by a super-user level user on the SAP® Business One Server.
  • Licensing the RMA Application – The license for the TWBS RMA application can be set through a custom UI screen by a super-user level user on the SAP® Business One Server.
  • Creation of the TWBS RMA Database Objects – The database objects for the TWBS RMA application can be created through a custom UI screen by a super-user level user on the SAP® Business One Server.
  • RMA Configuration – Configuration settings for the TWBS RMA application should be set through a custom UI screen by a super-user level user on the SAP® Business One Server.

There are a number of application control elements associated with the TWBS RMA module. You should review these elements prior to using the functionality.  Note that the Inventory Transfer and Service Interface functions are new in v2.0.

The Default Receiving Warehouse  is the default warehouse that will be used to receive returned material. It is specified in the RMA Configuration function.

The Expiration Days is the number of days that an RMA document will remain “open”. It is used to calculate the expiration date on a new RMA document. It is specified in the RMA Configuration function.

The Default Item Type is the typical type of item that will be returned. The choices are:

• Serial Controlled
• Batch/Lot Controlled
• None.

It is specified in the RMA Configuration function.

The Reason Return Codes are a set of code values that represent the various reasons why material is being returned. These codes are used in the RMA Configuration function and in the RMA document itself. New codes are defined through the RMA Configuration function.

The Expected Disposition Codes are a set of code values that represent the various expected dispositions of returned material. These codes are used in the RMA Configuration function and in the RMA document itself. New codes are defined through the RMA Configuration function.

The Failure Codes are a set of code values that represent the various reasons that returned material may fail inspection. These codes are used in the RMA Inspection function. New codes are defined through the RMA Configuration function.

The Service Codes are a set of code values that represent the various reasons that returned material may require service activity. These codes are used in the RMA Inspection function. New codes are defined through the RMA Configuration function.

The automatic inventory transfer function is used when items are received into a common “Returns” warehouse and then moved (transferred) to other warehouses based on the RMA inspection results. The warehouses to be used in this process are defined in the RMA Configuration function. The use of this function is optional.

The RMA/Service interface allows the user to create an RMA from an SAP Business One Service Call or to create a Service Call from an RMA document. The setup for this process is defined in the RMA Configuration function and enabled at the user level.  The use of this function is optional.

RMA documents use the standard SAP Business One numbering controls. A default numbering set named “Primary” and beginning at 1 is created when the application is installed. Additional numbering sequences can be defined using Administration > System Initialization > Document Numbering.

The installation and configuration process for TWBS RMA consists of the following components

• Installation of the Lightweight Deployment – Installed on the SAP® Business One Server and Client machines using the standard SAP® Business One add-on install process. Installs the necessary components for running TWBS RMA on client computers accessing the server.
• Configuration of the RMA Server Settings – The server settings for the TWBS RMA application should be set through a custom UI screen by a super-user level user on the SAP® Business One Server.
• Licensing the RMA Application – The license for the TWBS RMA application can be set through a custom UI screen by a super-user level user on the SAP® Business One Server.
• Creation of the TWBS RMA Database Objects – The database objects for the TWBS RMA application can be created through a custom UI screen by a super-user level user on the SAP® Business One Server.
• RMA Configuration – Configuration settings for the TWBS RMA application should be set through a custom UI screen by a super-user level user on the SAP® Business One Server.

The TWBS RMA Server Properties may be configured by a super-user on the SAP® Business One Server machine.

• Launch the RMA Server Properties screen by selecting the RMA Server Information menu option under the Administration → Setup → RMA menu groups.

• The Product Code, Server Name, Database, and SQL/Hana Provider values will be determined automatically based on the SAP® Business One company database the super-user is logged into.
• Enter the SAP admin-level user credentials and Database user credentials in the fields provided.
• Click the Test Connection button to test the data interface connection.
• If the credentials entered allow a successful connection, the user will receive a confirmation messagebox.
• Click the Update button.

Third Wave Business System SAP® Business One add-ons have been updated with an automatic licensing procedure. In order to obtain a permanent license key, the production environment SAP® Business One installation number must first be provided to TWBS Support so that the information can be entered into our systems. The SAP® Business One installation number is a critical component to the new TWBS application license keys. Without this information you will only be able to obtain a 30-day application trial license.

On application start, the application client will periodically verify that a valid license exists for the application having been purchased based on your SAP® Business One installation number. If the license is verified, the application will start. If the application has not been purchased, a 30-day trial license will be issued to allow for limited use of the application. If your trial license has expired and you would like to purchase the application to obtain a full license key, please contact Third Wave Business Systems @ (201) 703-2100.

The TWBS RMA database objects may be created by a super-user on the SAP® Business One Server machine.

• Launch the RMA Server Properties screen by selecting the RMA Server Information menu option under the Administration → Setup → RMA menu groups.

• Click the Create RMA Objects
  
• The user will see a progress bar and update messages on the SAP status bar as the process continues.
• The user will be notified once the process is complete.

• Default Warehouse –This value is assigned by default when a new RMA document is created.  Enter a valid warehouse code or select (tab through the field or click the Choose From List icon) from a list of warehouse codes. The actual value used for the RMA document can be changed manually on the RMA document.
• Expiration Days – This value is used to calculate a default expiration date for a new RMA document. Valid values are any number greater than zero (0). The expiration date for the document is calculated by adding the number defined in this configuration item to the current date. The actual expiration date can be changed manually on the RMA document.
• Default Item Type – The RMA process recognizes three types of items: Serial controlled, Batch controlled or Neither Serial or Batch controlled. This value is used as the default for each new line added to an RMA document. Select the default value from the drop-down list provided. The value for each line can be changed manually on the RMA document.
• Default Reason Code – Each row in an RMA document can be assigned up to three “reason for return” codes. This value is used as the default for the first return reason for each new line added to an RMA document. Enter a valid “Return Reason” code or select (tab through the field or click the Choose From List icon) from a list of “Return Reason” codes. The value for each line can be changed manually on the RMA document. Additional Return Reason codes can be added from the configuration form.
  • Click on the ellipse … button to open the maintenance form.
  • Click on the first open row in the grid.
  • Enter a code value and a description.
  • Click Update to add the new code information.
• Default Disposition Code – Each row in an RMA document will have an “Expected Disposition” code. This value is used as the default for each new line added to an RMA document. Enter a valid “Return Reason” code or select (tab through the field or click the Choose From List icon) from a list of “Return Reason” codes. The value for each line can be changed manually on the RMA document. Additional Expected Disposition codes can be added from the configuration form.
  • Click on the ellipse … button to open the maintenance form.
  • Click on the first open row in the grid.
  • Enter a code value and a description.
  • Click Update to add the new code information.

• Select the Use Inventory Transfer checkbox to enable the automatic inventory transfer function. The following information must then be provided.
  • Select a warehouse where items that pass inspection will be transferred in the Passed Warehouse field.  A standard Choose From list is available by pressing Tab while in this field.
  • Select a warehouse where items that fail inspection will be transferred in the Failed Warehouse field.  A standard Choose From list is available by pressing Tab while in this field.
  • Select a warehouse where items that are designated for service will be transferred in the Service Warehouse field.  A standard Choose From list is available by pressing Tab while in this field.

• Maintain Fail Codes button – Each row in an RMA Inspection document can be assigned up to three “failure” codes.  These code values are defined here.
  • Click on the Maintain Fail Codes button to open the maintenance form.
  • Click on the first open row in the grid.
  • Enter a code value and a description.
  • Click Update to add the new code information.
• Maintain Service Codes button – Each row in an RMA Inspection document can be assigned up to three “service” codes.  These code values are defined here.
  • Click on the Maintain Service Codes button to open the maintenance form.
  • Click on the first open row in the grid.
  • Enter a code value and a description.
  • Click Update to add the new code information.

• RMA Numbering – A default numbering set named “Primary” and beginning at 1 is created when the application is installed.  Additional numbering sequences can be defined using Administration > System Initialization > Document Numbering.

Updates for the RMA application will occasionally be released through our TWBS Support Web Portal either to introduce new features, fix existing issues in the application, or both. Third Wave does not send out automatic notices with updates are available, so we recommend that you periodically check for new releases.

Steps for applying patches to the RMA application are…

• If your previous version of TWBS RMA is a version that still utilizes the Database Server.
  • Open the Database Service Manager Screen select the Uninstall Service option.

• Open the operating system option for administering programs through the Control Panel.
• Uninstall the option for Third Wave RMA Database Server.

• Launch the SAP® Business One Add-On Administration screen selecting the option from the Administration → Add-Ons menu.
• Move the entry with  Third Wave RMA in the Add-On Name
• Click the Remove Add-On button on the Add-On Administration screen.
• Click the Update button on the Add-On Administration screen.
• Log back into SAP® Business One to initiate the SAP® Business One client uninstallation.
• Once that process is complete, you can begin installing the new updates.
• Install the  Third Wave RMA SAP® Business One client as described in the SAP® Business One Client Installation section.

Steps for uninstalling the RMA application are…

• If your previous version of TWBS RMA is a version that still utilizes the Database Server.
  • Open the Database Service Manager Screen select the Uninstall Service option.

• Open the operating system option for administering programs through the Control Panel.
• Uninstall the option for Third Wave RMA Database Server.

• Launch the SAP® Business One Add-On Administration screen selecting the option from the Administration → Add-Ons menu.
• Move the entry with  Third Wave RMA in the Add-On Name
• Click the Remove Add-On button on the Add-On Administration screen.
• Click the Update button on the Add-On Administration screen.
• Log back into SAP® Business One to initiate the SAP® Business One client uninstallation.

Once the TWBS RMA module has been installed you will need to complete the configuration process. See the RMA Configuration   section for more detailed information.

Under normal circumstances the TWBS RMA add-on module will start automatically when an assigned user logs on to SAP Business One.

If the add-on does not start automatically:

• Go to Administration > Add-Ons > Add-On Manager
• Select (highlight) the row with the add-on name “TWBS RMA”
• Click [Start]
• You may see the SAP Business One main menu “flash” as the RMA menu items are added.

Four items are added to the SAP Business One Main Menu when the RMA add-on is running.

• Under Administration > Setup you will see an RMA option.
• In the Sales - A/R module you will see the RMA Maintenance function.
• In the Inventory Module you will see the RMA Inspection Selection and RMA Inspection Results functions.

RMA documents are for information and tracking only. They do not directly affect SAP Business One information such as on-hand balance, “on order” balance, etc. Any updates to SAP Business One information are done through standard functionality as described in this document.

The RMA process consists of three major activities: maintenance, conversion, and inspection.You may also have additional functionality to automatically transfer inventory and/or automatically create Service Calls enabled. This section describes these activities at a process flow level. Additional details on each form field are described in the RMA Form Details section.

The RMA Maintenance function allows you to create an RMA, update an existing RMA and review the results of an RMA.  This is done through an RMA document, which is managed using the RMA Maintenance form.  Details of the form are described in the RMA Maintenance Form section found later in this document.

Like other sales-related documents in SAP Business One the RMA document consists of a header section and a set of lines (rows).  The header section contains the information to identify the customer that will be returning the material, date information about the return, and the overall status of the return.  The lines section contains the details of the material being returned, such as item number, quantity to be returned and information about why the material is being returned.

A new RMA is created in the standard SAP Business One manner.  Go to Sales – A/R > RMA Maintenance to begin.  Identify the customer and the material to be returned.  Click [Add] to create the RMA document.

With the exception of the customer, information on an existing RMA can be updated as long as the status is Open.

Processing information about the items on the RMA document can be found on the Results tab.  This tab shows each item on the RMA, the quantity received to date, the quantity remaining for inspection, the quantity that passed inspection, the quantity that failed inspection and the quantity flagged “for service” in the inspection process.

• An RMA document remains Open until all lines have been converted (received through a Return) or it is manually closed/canceled.
• If you have the same item on an RMA that has different return reasons or expected disposition, a separate line should be created for each.  For example, assume that the customer is returning (10) of item 123 because they don’t need them and (5) of the same item because they are defective.  Create a line for the (10) with their appropriate code(s) and a line for (5) with their appropriate code(s).

When material is received from the customer the actual receipt into inventory is handled through the Sales – A/R Return function.

Find the appropriate RMA document and click the [Copy to Return] button.  The Return function is opened automatically and the appropriate information from the RMA is passed forward.  Information in the Return can be adjusted as required.  The most common change will be the actual quantity returned.  Note that the Remarks section of the Return includes the source of the transaction (Based on RMA …).  A UDF labeled “Document Number” is also updated with the RMA number when the Return document is added.

The inspection process is not required to use the basic RMA functionality, but it is recommended since it will provide a history of the condition of goods that have been returned.  However, the inspection process is required in order to use the automatic inventory transfer and automatic Service Call creation functions of the RMA module.

To initiate the RMA inspection process go to Inventory > RMA Inspection Selection.

The RMA inspection process is managed per RMA document line.  The first form that is displayed is used to filter the list of lines to be reviewed.  The lines can be filtered by RMA document number (or range), customer code (or range), or receiving warehouse code (or range).  Leave all fields empty to see all rows available for inspection.  Click [OK] to display the list of lines for inspection processing.

The second form that is displayed is the filtered list of lines available for inspection processing.  Click the checkbox to select a line for processing.  Enter the quantity that passed inspection, the quantity that failed inspection and the quantity slated for some kind of service activity.  You can also assign up to three failure reason codes and three service reason codes for each line being processed.

You can also access the inspection maintenance form directly from the RMA document itself using the [RMA Inspection] button.

• The checkbox at the beginning of the line MUST be selected in order for the inspection quantities to be posted.  If you enter a quantity but do not select the checkbox, the transaction will not be posted for the line.
• You can define up to three failure codes for an item in a particular inspection cycle.  It is generally assumed that the first code value (Fail Code 1) is the primary reason that the item did not pass inspection.  If you have different primary failure code (Fail Code 1) for the same item on the same RMA you will need to process the same line multiple times.  Post the quantity for the first failure code, then refresh the list and post the quantity for the next failure code, etc.

The details of each inspection cycle can be viewed using the RMA Inspection Results form.  Go to Inventory > RMA Inspection Results.

The form opens in Find mode.  You can search by inspection document number, posting date, and/or user name.

In some environments all returned materials are received into a specific location.  In SAP Business One this location can be a Warehouse.  The intent of this approach is to have a clear view of all items that have been returned but have not been inspected for disposition.  In this type of setup it will probably be necessary to transfer items to other locations (Warehouses) based upon the inspection results.

To simplify the transfer process after inspection, the TWBS RMA application provides the Automatic Inventory Transfer function.  This function automatically opens the standard SAP Business One Inventory Transfer function, populates the form with the appropriate items, quantities and warehouse codes.  The Inventory Transfer is posted in the normal fashion to move the item quantities from the “returns” warehouse to the other designated warehouses.

The Automatic Inventory Transfer functionality is enabled in the TWBS RMA Configuration.  The warehouses that will receive passed (good) material, failed material and material for service are designated in the configuration as well.  See the RMA Configuration section for more details.

The RMA inspection process is initiated and completed as described elsewhere in this document.  When the Automatic Inventory Transfer functionality is enabled a dialog box with the prompt “Execute Inventory Tramsfer” is presented when the Add button is clicked.

If the user clicks [No] the Inventory Transfer process is not initiated.  Any subsequent inventory transfer transactions must be initiated manually and outside the TWBS RMA processing .

If the user clicks [Yes] the standard SAP Business One Inventory Transfer form is opened and the following actions occur.

• The standard “customer” fields are locked for entry.
• The Posting Date and Document Date for the transfer are set to the current date.  These dates can be changed under standard SAP Business One control rules.
• The From Warehouse is set to the receiving warehouse from the original RMA.  This value cannot be changed.
• The Price List field is locked for entry
• A row is created for each item that has a “passed” quantity in the RMA Inspection.
• The Warehouse for the “passed” items is set based on the RMA Configuration.  This value can be changed by the user.
• The quantity is set to the “passed” quantity from the RMA Inspection.  This value cannot be changed by the user.
• A row is created for each item that has a “failed” quantity in the RMA Inspection.
• The Warehouse for the “failed” items is set based on the RMA Configuration.  This value can be changed by the user.
• The quantity is set to the “failed” quantity from the RMA Inspection.  This value cannot be changed by the user.
• A row is created for each item that has a “service” quantity in the RMA Inspection.
• The Warehouse for the “service” items is set based on the RMA Configuration.  This value can be changed by the user.
• The quantity is set to the “service” quantity from the RMA Inspection.  This value cannot be changed by the user.

When the user adds the transfer the quantity transfers and associated accounting are processed in the standard SAP Business One manner.  The Automatic Inventory Transfer function does not make any changes to the standard SAP Business One processing.

RMAs are often associated with service activities (inspection, repair, etc.).  The TWBS RMA functionality provides two mechanisms that provide an interface between the RMA processing and the standard SAP Business One Service Call function.  These mechanisms allow an RMA to be created from the SAP Business One Service Call function or for a Service Call to be created from the RMA Inspection process.

Use of the RMA/Service Call interface requires configuration both for the RMA processing and at the SAP Business One user level.  See the RMA Configuration section for more details.

The RMA to Service process provides a mechanism to automatically create a Service Call from the RMA Inspection function for each item where the “Service” quantity is greater than zero.  One service call is created for each item, irrespective of the “Service” quantity.

The RMA inspection process is initiated and completed as described elsewhere in this document.  When this version of the RMA/Service Call Interface functionality is enabled a dialog box with the prompt “Auto-create Service Call” is presented when the Add button is clicked.

If the user clicks [No] the Service Call creation process is not initiated.  Any subsequent Service Call activity must be initiated manually and outside the TWBS RMA processing.

If the user clicks [Yes] a message dialog is displayed that identifies the Service Call number that is created for each appropriate inspection line.

The Service Call that is created has the following characteristics:

• The Subject of the Service Call is set to the “Service Subject” value in the RMA Configuration.
• The Origin of the Service Call is set to the “Service Origin” value in the RMA Configuration.
• The Problem Type of the Service Call is set to the “Service Problem Type” value in the RMA Configuration.
• The Call Type of the Service Call is set to the “Service Call Type” value in the RMA Configuration.
• The Service Call is assigned either to the technician or the Queue defined in the RMA Configuration.
• The Service Call is linked to the RMA document & line and the RMA Inspection document via User Defined Fields on the Service Call.

Any of these values except the RMA linkage information can be changed as needed in the Service Call function.

The Service to RMA process provides a mechanism to create an RMA from a Service Call.  One RMA is created for a Service Call.

A Service Call is created in the normal manner.  Once the Service Call has been added  a [Create RMA] button is presented.  The RMA Maintenance form is automatically opened and is populated with the appropriate information from the Service Call.

• The Customer Code, Customer Name and Contact Person from the Service Call are applied to the RMA.
• A row is created for the item on the Service Call.
  • If the item is Serial controlled the quantity is automatically set to 1 and cannot be changed.
  • If the item is not Serial controlled the quantity must be entered in the RMA.
  • The Service Call number is associated with the row.  This value is visible but cannot be changed.
• The Service Call is linked to the RMA document & line and the RMA Inspection document via User Defined Fields on the Service Call.

The RMA Maintenance form is used to define what items are to be returned from the customer, the quantity for each item, the reason(s) for the return for each item and the expected disposition of each item.

The RMA Maintenance form has four buttons and two tabs.

• OK/Find/Add/Update: Standard SAP Business One button used to perform the appropriate action on the form.
• Cancel: Standard SAP Business One button used to close the RMA Maintenance form with no additional user interaction
• Copy To Return:  Opens the (Sales) Return function and passes in the appropriate information from the RMA document.  This button is only available after an RMA has been added.
• RMA Inspection: Opens the RMA Inspection function and passes in the appropriate information from the RMA document. This button is only available after an RMA has been added.

• Contents: Used to enter & maintain item details for the RMA document.
• Results: Presents the current status of each row of the RMA document, including row status and quantities received, open to inspect, passed inspection, failed inspection and due for service.
• Service Calls: Shows any service calls that are associated with the RMA document.
• Attachments: Provides the ability to add attachments to the RMA document.

An RMA document can be closed by right-clicking on the RMA Maintenance form and selecting the Close option.  Closing an RMA document will also close any lines that are still open.

An RMA document can be cancelled by right-clicking on the RMA Maintenance form and selecting the Cancel option.  Closing an RMA document will also close all lines.  An RMA document can be cancelled only when it is in Open status.

Enter a valid customer code or select (tab through the field or click the Choose From List icon) from a list of customer codes.  This value is required.

• 15 characters

Enter a customer name or select (tab through the field or click the Choose From List icon) from a list of customer names.  The customer name is automatically populated when a customer code is selected.

• 15 characters

Select a Contact Person from the drop-down list.  The default Contact Person for the customer (if it exists) is automatically populated based on the customer but a different contact can be selected as appropriate.

Enter optional text information that can be used as a reference for the customer.  There is no validation for this field.

• 50 characters

Select a Sales Person from the drop-down list.  The default Sales Person for the customer (if it exists) is automatically populated based on the customer but a different sales person can be selected as appropriate.

Select a Warehouse code from the drop-down list.  This value is automatically assigned with the Default Warehouse defined in the RMA Configuration but a different warehouse can be selected as appropriate.  This warehouse is used as the receiving warehouse when the RMA is copied to the Return document.

This value is used by the system to assign a document number based on the default numbering series defined for the RMA document..  A different numbering series can be selected from the drop-down list provided.  The RMA document number is automatically assigned based on the selected numbering series and cannot be changed manually.

The status values indicate where the RMA document is in the processing cycle.  Values that may be displayed are:

• Open – indicates that the RMA has been created but no material has been received or processed.  This status is controlled by the application.
• Closed – indicates that all material has been received.  This status is controlled by the application but can also be initiated by the user.  When this status is selected by the user, all lines in the RMA are automatically updated as well.
• Cancelled – indicates that the RMA was created but was not required.  This status is indicated by a status of Closed and a checkmark in the “Canceled” box.  This status is initiated by the user.  When this status is selected by the user, all lines in the RMA are automatically updated as well.

Enter the date the RMA document is posted into the system.  The current date is used by default but can be changed manually.  This date is for information only.  It does not affect any type of financial activity.  The actual creation date of the document is also captured as part of the RMA data record.

Enter the date the customer is expected to return the material on the RMA.  This value must be entered manually and must be earlier than the Expiration Date.

Enter the date the RMA expires.  This value is automatically calculated using the current date and the Expiration Days value from the RMA configuration, but can be changed manually.

Select a default Return Reason code from the drop-down list.  This value is used as the default value for “Reason 1” for each new row added to the RMA document.  The value is automatically populated with the Default Reason Code value from the RMA configuration, but can be changed manually.

Select the default Expected Disposition code from the drop-down list.  This value is used as the default value for “Expected Disposition” for each new row added to the RMA document.  The value is automatically populated with the Default Disposition Code value from the RMA configuration, but can be changed manually.

Enter remarks about this RMA.

• 64,000 characters

The row fields are described here in the default order established when the add-on is installed.  Your layout may differ.

Select the type of item in this row from the drop-down list.  This value defines what type of item will be recorded in this line: serial controlled, batch/lot controlled, or none.  When either serial or batch/lot controlled is specified there is additional logic applied to validate the Serial/Batch ID information.

Enter an serial or batch ID or select (tab through the field or click the Choose From List icon) from the list provided.  This value is required if the Serial/Batch flag for the row indicates a serial or batch controlled item.

• 32 characters

The serial or batch IDs lists are limited to those items currently associated with this customer.  For example, assume that serial number 12345 for item XYZ was shipped to customer A, was returned, and was then shipped to customer B.  The serial number will appear in the list for customer B (as the last recipient) but will not appear in the list for customer A since it was returned.

Enter a valid item code or select (tab through the field or click the Choose From List icon) from a list of item codes.  This value is required.

• This value cannot be used if the Serial/Batch flag is set to Serial or Batch.  The item number is filled in automatically from the Serial/Batch number selected.
• 20 characters

Enter an item description or select (tab through the field or click the Choose From List icon) from a list of items.  The item description is automatically populated when an item code is selected.

• This value cannot be used if the Serial/Batch flag is set to Serial or Batch.  The item number is filled in automatically from the Serial/Batch number selected.
• 100 characters

Enter the quantity expected to be returned.

• The value must be positive.
• If the Serial/Batch flag is set to Serial, the quantity is always set to 1 and cannot be changed.

Select a Return Reason code from the drop-down list.  Your business process will determine how this value is used.  This value is automatically populated with the Return Reason on the RMA header but can be changed as appropriate.

Select a Return Reason code from the drop-down list.  Your business process will determine how this value is used.

Select a Return Reason code from the drop-down list.  Your business process will determine how this value is used.

Select an Expected Disposition code from the drop-down list.  Your business process will determine how this value is used.  This value is automatically populated with the Expected Disposition on the RMA header but can be changed as appropriate.

If the same item has quantities with different combinations of Return Reason and Expected Disposition codes it is necessary to create a separate row for each combination of codes.  For example, assume that (10) of item 123 are to be returned.  Five units have a Return Reason of “Overstock” and an Expected Disposition of “Return to Stock.”  The other five units have a Return Reason of “Faulty” and an Expected Disposition of “Inspection.”  Two rows would be created; one for each combination of codes.

Select a Status code value from the drop-down list for this row.

Valid values are:

• Open – indicates that no material has been received or processed.  This status is controlled by the application.
• Received – indicates that some material has been received but no inspections have been recorded.  This status is updated automatically by RMA processing and cannot be assigned manually.
• Partial – indicates that some material has been inspected.  This status is updated automatically by RMA processing and cannot be assigned manually.
• Closed – indicates that all material has been received and inspected.  This status is controlled by the application but can also be initiated by the user.  The status of a row can be changed to Closed at any time unless the overall status of the document is Closed or Cancelled.
• Cancelled – indicates that the row was created but was not required.  This status is updated automatically by the application when the header value is set to “Canceled.”  The status of a row can be changed to Canceled as long as no receipts or inspections have been recorded.

This tab is view only.

Current status of the row

Item number

Item description

The quantity not yet received on this row (quantity – received)

The quantity received to date on this row.  This value is updated when the RMA is processed through the Return function.

The quantity that is available for inspection on this row.  This value is updated by the RMA Inspection process.

The total quantity recorded as “passed inspection” in the RMA Inspection process.

The total quantity recorded as “failed inspection” in the RMA Inspection process.

The total quantity recorded as “for service” in the RMA Inspection process.

This tab lists all Service Calls associated with this RMA.

Item number

Item description

A Service Call ID number associated with this item and RMA.

There are three forms associated with the RMA Inspection process: RMA Inspection Selection, RMA Inspection Posting, and RMA Inspection Results.

The RMA Inspection process itself includes two forms.  The first form, RMA Inspection Selection, is used to define what items are to be inspected.  The second form, RMA Inspection Posting, is used to record the inspection results.  Go to Inventory > RMA Selection to begin.

The RMA Inspection Selection form has two buttons.

• OK: Standard SAP Business One button used to execute the selection process and open the RMA Inspection Results form.
• Cancel: Standard SAP Business One button used to close the RMA Maintenance form with no additional user interaction.

Enter a beginning and ending RMA document number to filter the list of items to be inspected by RMA document number.

• The ending number must be greater than the beginning number.

Enter a beginning and ending customer code to filter the list of items to be inspected by customer code.

• The ending code must be greater than the beginning code.

Enter a beginning and ending warehouse code to filter the list of items to be inspected by customer code.

• The ending code must be greater than the beginning code.

These filters are applied using “And” logic from top to bottom.  This means that the document filter is applied, then the customer code filter is applied, and then the warehouse code is applied.  If a filter field is left blank it represents the lowest or highest value  that is available.  Following are some examples.

• If all filter fields are left blank then all rows available for inspection are presented.
• If the document number fields are left blank but the customer code fields have values then all document number with the specified customer codes for all receiving warehouses are presented.
• If the document number fields have values and the customer code fields have values then the process will find the records that fall within the document code range first and then filter that subset using the customer code range second.
• If the document number fields have values and the customer code fields have values and the warehouse code fields have values then the process will find the records that fall within the document code range first and then filter that subset using the customer code range and then filter that subset using the warehouse code range

Note: The RMA Inspection Posting form can also be accessed directly from the RMA Maintenance function.  In this case the only items presented for inspection are those from the RMA that initiated the inspection process.  Otherwise the process described below is the same as beginning with at the RMA Inspection Selection.

Buttons

The RMA Inspection Posting form has three buttons.

• Add: Standard SAP Business One button used to post the inspection results information.
• Cancel: Standard SAP Business One button used to close the RMA Maintenance form with no additional user interaction.
• Back Arrow icon: Click this icon to close the Inspection Results form and return to the Inspection Selection form.

Enter the posting/transaction date for this inspection transaction.  The value defaults to the current date but may be changed as appropriate.  This date is for reference only.  It does not have any financial “posting” impact.

Enter notes regarding this inspection document.

The row fields are described here in the default order established when the add-on is installed.  Your layout may differ.

Select (click) this checkbox to include this row for processing.

This checkbox is used to determine what rows are actually processed. If you enter values in the row but do not select the checkbox, the row will not be included in the posting process.

These columns provide information about the RMA to be processed.  The information in these columns cannot be changed.

• RMA Doc - RMA number
• Line Num - Line number of the RMA document
• Item - Item code
• Description - Item Description
• Ser/Bat - Serial/Batch control indicator for the item
• Ser/Bat ID - Serial/Batch number for the item
• To Inspect - Quantity available for inspection

The sum of the entered values Qty Pass + Qty Fail + Qty Svc cannot be greater than the “To Inspect” quantity

Enter the quantity that passed inspection.

• The value must be positive.

Enter the quantity that failed inspection.

• The value must be positive.

Select a Failure Reason code from the drop-down list.  Your business process will determine how this value is used.  This value is required if the Qty Fail value is greater than zero.

Select a Failure Reason code from the drop-down list.  Your business process will determine how this value is used.

Select a Failure Reason code from the drop-down list.  Your business process will determine how this value is used.

Enter the quantity that will require some type of service activity.

• The value must be positive.

Select a Service Reason code from the drop-down list.  Your business process will determine how this value is used.  This value is required if the Qty Service value is greater than zero.

Select a Service Reason code from the drop-down list.  Your business process will determine how this value is used.

Select a Service Reason code from the drop-down list.  Your business process will determine how this value is used.

Enter any notes regarding this row.

• 64,000 characters

If the same item has quantities with different combinations of Failure Reason and Service codes it is necessary to process the row for each combination of codes.  For example, assume that (10) of item 123 are to be inspected.  Five units have a Fail Code 1 of “Bad Color.” The other five units have a Fail Code 1 of “Missing Component.”  Two inspection cycles would be completed; the first for the “Bad Color” quantity and a second for the “Missing Component” quantity.

This form is used to review a specific RMA inspection document after it has been posted.  Go to Inventory > RMA Inspection Results.

Buttons

The RMA Inspection Results form has two buttons.

• OK/Find: Standard SAP Business One button used to execute the selection process and open the RMA Inspection Results form.
• Cancel: Standard SAP Business One button used to close the RMA Maintenance form with no additional user interaction.

Enter a value in this field to find a specific inspection document or use “*” to display a complete list.

The posting date of the inspection document is displayed

The name of the person that created the inspection document is displayed.

Remarks associated with this inspection document are displayed.

u The SAP Business One Filter Table function can be used to narrow the list of documents in the Choose From list.  Click the “funnel” icon in the icon bar or right-click on the list form and select “Filter Table.”

The grid displays detailed information about the rows in the selected RMA Inspection document and provides drill-downs to the source RMA document and the item.

The process that follows is the Third Wave RMA application recommended best practice for handling in the RMA application Items that were not sold through SAP® Business One, but whose return needs to be handled in RMA. This would most likely relate to a serialized item being returned whose serial # does not exist and wasn't processed in SAP®B1 system prior to the RMA request.

• Load the RMA Maintenance screen and fill in the appropriate information (Customer Code, Due Date, etc.).
• On the RMA contents line, select the Serial/Batch value as Serial.
• Enter the item code value in the Item field.
• Click the choose from list button at the right of the Serial Batch ID field.

• Click the New button on the List of Item Serial Numbers screen.

• Enter the needed Serial # value in the Mfr. Serial No field.
• Click the Update button on the Serial Number Details screen.

• The entered serial # value will be returned to the Serial Batch ID field of the RMA Maintenance screen.
• Add the RMA document to the SAP® Business One system.
• Reload the RMA document on the RMA Maintenance screen.

• Click the Copy to Return button on the RMA Maintenance screen.

• Click the Add button on the Return document screen.

• Click the Create button on the Serial Number Selection screen.

• Enter the appropriate values in the Mfr. Serial No. and Serial Number fields on the Serial Numbers - Setup screen.
• Click the Update button on the Serial Numbers - Setup screen.
• Click the OK button on the Serial Numbers - Setup screen.

• Select the newly created serial # from the right side list of serial #'s.
• Click the Update button on the Serial Number Selection screen.
• Click the OK button on the Serial Number Selection screen.
• Click the Add button on the Return document screen.

• Click the SAP menu option titled Customer Equipment Card under the Service Call menu to load the screen.
• Click the Add button on the SAP menu bar to place the screen in Add mode.

• Complete the highlighted information for the customer equipment card
  • Mfr. Serial No.
  • Serial Number
  • Item No.
  • Item Description
  • Customer Code
  • Customer Name
• Click the Add button on the Customer Equipment Card screen.

A Copy to RMA right click menu option has been added to allow for the copying of all information from the Sales Order, Delivery Note, or A/R Invoice to a new instance of the RMA Maintenance form.

• Load the Sales Order, Delivery Note, or A/R Invoice that you want to use as the source document to copy to the RMA Maintenance screen. Make sure that the document is in OK mode.

• Select the right click menu option for Copy to RMA.

• A new instance of the RMA Maintenance form will open and the details of the originating document will be copied to the form.

• Identifying based document information fields are located on the RMA lines for items copied to the RMA Maintenance form using the Copy to RMA functionality.

The configuration information used by the RMA module is found in Administration > Setup > RMA > RMA Configuration.  There are seven configuration items that will need to be defined.

Any time a configuration item is changed the form status will change to “update.”  Click [Update] to save your changes, or click [Cancel] to close the form without saving any changes.

This value is assigned by default when a new RMA document is created.  Enter a valid warehouse code or select (tab through the field or click the Choose From List icon) from a list of warehouse codes.  The actual value used for the RMA document can be changed manually on the RMA document.

This value is used to calculate a default expiration date for a new RMA document.  Valid values are any number greater than zero (0).   The expiration date for the document is calculated by adding the number defined in this configuration item to the current date.  The actual expiration date can be changed manually on the RMA document.

The RMA process recognizes three types of items: Serial controlled, Batch controlled or Neither Serial or Batch controlled.  This value is used as the default for each new line added to an RMA document.  Select the default value from the drop-down list provided.  The value for each line can be changed manually on the RMA document.

Each row in an RMA document can be assigned up to three “reason for return” codes.  This value is used as the default for the first return reason for each new line added to an RMA document.  Enter a valid “Return Reason” code or select (tab through the field or click the Choose From List icon) from a list of “Return Reason” codes.  The value for each line can be changed manually on the RMA document.

Additional “Return Reason” codes can be added from the configuration form.

• Click on the ellipse (…) button to open the maintenance form.
• Click on the first open row in the grid.
• Enter a code value and a description.
• Click [Update] to add the new code information.

Each row in an RMA document will have an “Expected Disposition” code.  This value is used as the default for each new line added to an RMA document.  Enter a valid “Return Reason” code or select (tab through the field or click the Choose From List icon) from a list of “Return Reason” codes.  The value for each line can be changed manually on the RMA document.

Additional “Expected Disposition” codes can be added from the configuration form.

• Click on the ellipse (…) button to open the maintenance form.
• Click on the first open row in the grid.
• Enter a code value and a description.
• Click [Update] to add the new code information.

Each row in an RMA Inspection document can be assigned up to three “failure” codes.  These code values are defined here.

• Click on the [Maintain Fail Codes] button to open the maintenance form.
• Click on the first open row in the grid.
• Enter a code value and a description.
• Click [Update] to add the new code information.

Each row in an RMA Inspection document can be assigned up to three “service” codes.  These code values are defined here.

• Click on the [Maintain Service Codes] button to open the maintenance form.
• Click on the first open row in the grid.
• Enter a code value and a description.
• Click [Update] to add the new code information.

A default numbering set named “Primary” and beginning at 1 is created when the application is installed.  Additional numbering sequences can be defined using Administration > System Initialization > Document Numbering.

To enable the automatic inventory transfer function select (click) the “Use Inventory Transfer” checkbox.  The following information must then be provided.

• Select a warehouse where items that pass inspection will be transferred in the “Passed Warehouse” field.  A standard Choose From list is available by pressing Tab while in this field.
• Select a warehouse where items that fail inspection will be transferred in the “Failed Warehouse” field.  A standard Choose From list is available by pressing Tab while in this field.
• Select a warehouse where items that are designated for service will be transferred in the “Service Warehouse” field.  A standard Choose From list is available by pressing Tab while in this field.

Certain default values can be used to simplify the Service Call creation process when the process is started from the RMA.

The starting point for TWBS RMA / Service interface is defined at the SAP Business One User level.  Each user may have a different setup based on their role in the organization.

• Go to Administration > Setup > General > Users.
• Be sure that User Defined Fields are displayed (View > User-Defined Fields).
• Find the user to be updated.
• Select the desired interface starting point for this user.  The available options are:
  • RMA
  • None
  • Service Call
• The RMA option allows the user to initiate a Service Call from the RMA Maintenance function.  When this option is in use a button labeled [Create Service Call] is displayed on the RMA Maintenance form.
• The Service Call option allows the user to initiate an RMA from the Service Call function.   When this option is in use a button labeld [Create RMA] is displayed on the standard Service Call form.
• The None option disables the RMA / Service interface for this user.

Service SubjectEnter a subject to be used for the Service Call.  For example, this could simply be “Created from RMA.”  This value is automatically placed in the Subject field of the Service Call and can be modified there as needed.

Service OriginSelect an Origin value to be used for the Service Call.  These values are defined in the Service Call function by selecting “Define New” in the drop-down list for Origin.  This value is automatically placed in the Origin field of the Service Call and can be modified there as needed.

Service Problem TypeSelect a Problem Type value to be used for the Service Call.  These values are defined in the Service Call function by selecting “Define New” in the drop-down list for Problem Type.  This value is automatically placed in the Problem Type field of the Service Call and can be modified there as needed.

Service Call TypeSelect a Call Type value to be used for the Service Call.  These values are defined in the Service Call function by selecting “Define New” in the drop-down list for Call Type.  This value is automatically placed in the Call Type field of the Service Call and can be modified there as needed.

Service AssignmentDefine how the Service Call will be handled.  Options are None, Person, or Queue.

• If None is selected the Service Call will automatically be assigned to the user creating the RMA & Service Call.  This is the default SAP Business One behaviour.   This option must be selected if you are not using the RMA / Service interface.
• If Person is selected a specific person (SAP Business One user) will automatically be assigned to the call.  When this option is selected a user must be selected in the “Service Assignee” field (below).
• If Queue is selected the call is assigned to a service queue.  When this options is select a queue must be select in the “Service Queue” field (below)

Service Assignee Select a user from the Choose From list.  This person will automatically be assigned to all Service Calls created from the RMA if the “Person” option is selected in Service Assignment.  This value is required if the “Person” option is selected.

Service QueueSelect a service queue from the Choose From list.  This queue will automatically be assigned to all Service Calls created from the RMA if the “Queue” option is selected in Service Assignment.  This value is required if the “Queue” option is selected.

Default Reason CodeThe default Reason Code for an RMA document created from a Service call may be different that the Reason Code used when an RMA is created from the RMA Maintenance function.  Enter a valid “Return Reason” code or select (tab through the field or click the Choose From List icon) from a list of “Return Reason” codes.  The value for each line can be changed manually on the RMA document.

Expected Disposition CodeThe default Expected Disposition code for an RMA document created from a Service call may be different that the Expected Disposition code used when an RMA is created from the RMA Maintenance function.  Enter a valid “Expected Disposition” code or select (tab through the field or click the Choose From List icon) from a list of “Expected Disposition” codes.  The value for each line can be changed manually on the RMA document.

Special Tools provided with the TWBS RMA add-on include a set of queries to help manage the RMA process.

The following set of queries is automatically installed via the RMA Database Server installation.  They are found in the Query Category “TWBS RMA.” These queries will also help identify fields that you might want to use in a Crystal Report as well. 

This query lists all RMA documents that are in Open status and are expired based on the Expiration Date vs. the current date.  The query can be used as an SAP Business One Alert and/or as a standalone query.

SELECT t0.docnum, t0.u_cardcode, t0.u_cardname, t0.u_docdate, t0.u_duedate, t0.u_expdate FROM [dbo].[@twbs_rma_orma] t0 WHERE t0.status = 'O' AND t0.u_expdate < getdate()

This query lists all RMA documents for a selected customer.  The customer is selected by the user when the query is executed.

SELECT t0.docnum, t0.u_cardcode, t0.u_cardname, t0.u_docdate, t0.u_duedate, t0.u_expdate, t1.slpname, t0.u_bpref, CASE t0.status WHEN 'O' THEN 'Open' WHEN 'R' THEN 'Received' WHEN 'P' THEN 'Partial' WHEN 'C' THEN 'Closed' WHEN 'X' THEN 'Canceled' END AS [STATUS] FROM [dbo].[@twbs_rma_orma] t0 INNER JOIN [dbo].[OSLP] t1 ON t0.u_salespr = t1.slpcode WHERE t0.u_cardcode = '[%0]'

This query is the same as “RMAs for Selected Customer” except that it is structured to be called from the Business Partner Master using either TWBS CrystalWave or Boyum Business One Usability Package.

SELECT t0.docnum, t0.u_cardcode, t0.u_cardname, t0.u_docdate, t0.u_duedate, t0.u_expdate, t1.slpname, t0.u_bpref, CASE t0.status WHEN 'O' THEN 'Open' WHEN 'R' THEN 'Received' WHEN 'P' THEN 'Partial' WHEN 'C' THEN 'Closed' WHEN 'X' THEN 'Canceled' END AS [STATUS] FROM [dbo].[@twbs_rma_orma] t0 INNER JOIN [dbo].[OSLP] t1 ON t0.u_salespr = t1.slpcode WHERE t0.u_cardcode = $[$5.0.0]

This query lists all RMA documents for a selected salesperson.  The salesperson is selected by the user when the query is executed.  The salesperson can be selected from the Choose From list or by entering a portion of the saleperson’s name.  Leave the parameter value blank for all salespersons.

SELECT t0.docnum AS [RMA Doc], t0.u_cardcode, t0.u_cardname, t0.u_docdate, t0.u_duedate, t0.u_expdate, t1.slpname, t0.u_bpref, CASE t0.status WHEN 'O' THEN 'Open' WHEN 'R' THEN 'Received' WHEN 'P' THEN 'Partial' WHEN 'C' THEN 'Closed' WHEN 'X' THEN 'Canceled' END AS [STATUS]  FROM [dbo].[@twbs_rma_orma] t0 INNER JOIN [dbo].[OSLP] t1 ON t0.u_salespr = t1.slpcode WHERE t1.slpname LIKE '%[%0]%'

This query lists all RMA documents for a selected item.  The item is selected by the user when the query is executed.  The item can be selected from the Choose From list or by entering a portion of the item code.  Leave the parameter value blank for all items.

SELECT t0.u_itemcode, t0.u_itemname, t0.u_qty, t0.u_qtypass, t0.u_qtyfail, t0.u_qtysvc, CASE t0.u_linestat WHEN 'O' THEN 'Open' WHEN 'R' THEN 'Received' WHEN 'P' THEN 'Partial' WHEN 'C' THEN 'Closed' WHEN 'X' THEN 'Canceled' END AS [Line STATUS], t1.docnum AS [RMA Doc], t1.u_cardcode, t1.u_cardname FROM [dbo].[@twbs_rma_rma1] t0 INNER JOIN [dbo].[@twbs_rma_orma] t1 ON t0.docentry = t1.docentry WHERE t0.u_itemcode LIKE '%[%0]%' ORDER BY t0.u_itemcode 

This query is the same as “RMAs for Selected Item” except that it is structured to be called from the Item Master using either TWBS APP or Boyum Business One Usability Package.

SELECT t0.u_itemcode, t0.u_itemname, t0.u_qty, t0.u_qtypass, t0.u_qtyfail, t0.u_qtysvc, CASE t0.u_linestat WHEN 'O' THEN 'Open' WHEN 'R' THEN 'Received' WHEN 'P' THEN 'Partial' WHEN 'C' THEN 'Closed' WHEN 'X' THEN 'Canceled' END AS [Line STATUS], t1.docnum AS [RMA Doc], t1.u_cardcode, t1.u_cardname FROM [dbo].[@twbs_rma_rma1] t0 INNER JOIN [dbo].[@twbs_rma_orma] t1 ON t0.docentry = t1.docentry WHERE t0.u_itemcode = $[$5.0.0] 

This query is a simple list of all RMA rows.  It can be used as-is and filtered using the standard SAP Business One filter tool or it can be modified as needed using the query tool.

SELECT T0.[U_ItemCode], T0.[U_ItemName], T0.[U_Qty], T0.[U_Reason1], T0.[U_Reason2], T0.[U_Reason3], T0.[U_ExpDisp], T0.[U_QtyOpen], T0.[U_OpenInsp], T0.[U_QtyPass], T0.[U_QtyFail], T0.[U_QtySvc], CASE t0.u_linestat WHEN 'O' THEN 'Open' WHEN 'R' THEN 'Received' WHEN 'P' THEN 'Partial' WHEN 'C' THEN 'Closed' WHEN 'X' THEN 'Canceled' END AS [Line STATUS],T1.[U_CardCode], T1.[U_CardName], t1.docnum AS [RMA No], t1.u_docdate AS [RMA DATE] FROM [dbo].[@TWBS_RMA_RMA1]  T0 INNER JOIN [dbo].[@TWBS_RMA_ORMA]  T1 ON t0.docentry = t1.docentry ORDER BY t0.u_itemcode

This query lists all RMA inspection documents for a selected item.  The item is selected by the user when the query is executed.  The item can be selected from the Choose From list or by entering the first part of the item code.  Leave the parameter value blank for all items.

SELECT t3.u_cardname,t0.docnum, t2.u_name, t0.u_docdate, t1.u_itemcode, t1.u_qtypass, t1.u_qtyfail, t1.u_qtysvc FROM [dbo].[@twbs_rma_ormi] t0 INNER JOIN [dbo].[@twbs_rma_rmi1] t1 ON t0.docentry = t1.docentry INNER JOIN [dbo].[ousr] t2 ON t0.usersign = t2.internal_k INNER JOIN [dbo].[@twbs_rma_orma] t3 ON t1.u_BasEntry = t3.docentry WHERE t1.u_itemcode LIKE '[%0]%%'

This query is the same as “RMA Inspection Results for Selected Item” except that it is structured to be called from the Item Master using either TWBS CrystalWave or Boyum Business One Usability Package.

SELECT t3.u_cardname,t0.docnum, t2.u_name, t0.u_docdate, t1.u_itemcode, t1.u_qtypass, t1.u_qtyfail, t1.u_qtysvc FROM [dbo].[@twbs_rma_ormi] t0 INNER JOIN [dbo].[@twbs_rma_rmi1] t1 ON t0.docentry = t1.docentry INNER JOIN [dbo].[ousr] t2 ON t0.usersign = t2.internal_k INNER JOIN [dbo].[@twbs_rma_orma] t3 ON t1.u_BasEntry = t3.docentry WHERE t1.u_itemcode = $[$5.0.0] 

This query lists all RMA inspection documents for a selected user name.  The user name is selected by the user when the query is executed.  The name can be selected from the Choose From list or by entering a portion of the user’s name.  Leave the parameter value blank for all users.

SELECT t3.u_cardname,t0.docnum, t2.u_name AS [Iinspector], t0.u_docdate, t1.u_itemcode, t1.u_qtypass, t1.u_qtyfail, t1.u_qtysvc FROM [dbo].[@twbs_rma_ormi] t0 INNER JOIN [dbo].[@twbs_rma_rmi1] t1 ON t0.docentry = t1.docentry INNER JOIN [dbo].[ousr] t2 ON t0.usersign = t2.internal_k INNER JOIN [dbo].[@twbs_rma_orma] t3 ON t1.u_BasEntry = t3.docentry WHERE t2.u_name LIKE '%[%0]%'

This query lists all RMA inspection documents for a selected customer name.  The customer name is selected by the user when the query is executed.  The name can be selected from the Choose From list or by entering a portion of the customer’s name.  Leave the parameter value blank for all customers.

SELECT t3.u_cardname,t3.u_cardcode, t0.docnum, t2.u_name AS [Iinspector], t0.u_docdate, t1.u_itemcode, t1.u_qtypass, t1.u_qtyfail, t1.u_qtysvc FROM [dbo].[@twbs_rma_ormi] t0 INNER JOIN [dbo].[@twbs_rma_rmi1] t1 ON t0.docentry = t1.docentry INNER JOIN [dbo].[ousr] t2 ON t0.usersign = t2.internal_k INNER JOIN [dbo].[@twbs_rma_orma] t3 ON t1.u_BasEntry = t3.docentry WHERE t3.u_cardname LIKE '%[%0]%'

This query is the same as “RMA Inspection Results for Selected Customer” except that it is structured to be called from the Business Partner Master using either TWBS CrystalWave or Boyum Business One Usability Package.

SELECT t3.u_cardname,t3.u_cardcode, t0.docnum, t2.u_name AS [Iinspector], t0.u_docdate, t1.u_itemcode, t1.u_qtypass, t1.u_qtyfail, t1.u_qtysvc FROM [dbo].[@twbs_rma_ormi] t0 INNER JOIN [dbo].[@twbs_rma_rmi1] t1 ON t0.docentry = t1.docentry INNER JOIN [dbo].[ousr] t2 ON t0.usersign = t2.internal_k INNER JOIN [dbo].[@twbs_rma_orma] t3 ON t1.u_BasEntry = t3.docentry WHERE t3.u_cardcode = $[$5.0.0]

The technical information for TWBS Return Maintenance Authorization application consists of the following components.

Database objects that are added to the SAP® Business One database from the link in the application DB Server. These object may consist of User Defined Tables, User Defined Fields on either User Tables or existing SAP Tables, or User Defined Objects.

• User Defined Tables
• User Defined Fields

The following tables are used exclusively by the TWBS RMA module.

The following User Defined Fields are created for the TWBS RMA module

Use this function to enter your TWBS RMA license key.  This key can be obtained from Third Wave Business Systems or your SAP Business One partner.

The currently connected database is shown in the lower left corner of the Service Manager screen.  This is the database that will be impacted by the Create User Tables, Create User Fields and Create User Objects functions.  Use the Set Server Properties function to change the database connection.

Server Name:

Enter the name of your SQL Server.

DB Name:

Enter the name of the database to which you wish to connect

Database Version:

Select the appropriate database version you are using.

SAP Admin User Name:

Enter the SAP Business One user name to be used to connect to the database.  This user must be designated as a super-user.

SAP Admin Password:

Enter the password for the SAP Business One user entered in the previous field.

sa Password:

Enter the password for the SQL Server “sa” user.  Contact your system administrator if you do not have this information.

B1 License Server:

Enter the name of the machine that acts as your SAP Business One License Server.  This is typically the same as your SQL server (above) but can be different in some environments.

Click the [Test Connection] button to ensure that the information is correct.  This process may take several seconds to complete.  A message box is displayed when the connection is successful.

Click [OK] to complete this process.

These functions should typically only be used after consultation with TWBS technical support.

These functions create the various database tables, fields and objects used by TWBS RMA.  These functions should be done when there are no users in the currently connected SAP Business One company.

Each of these functions must be executed for each SAP Business One company database where the RMA application will be used.  If the function has not been completed for the current database the icon by the function will be red.  Once the function has been completed for the current database the icon will be green as shown below.  Each function may take several seconds to complete.  A message is displayed when the processing is done.

This function displays the contents of the log file that is generated by the Service Manager activities.  You may be asked to review this information when working with TWBS technical support.

Support is provided for Third Wave’s Return Maintenance Authorization (RMA) application. Please direct your inquiries regarding Return Maintenance Authorization's functional and technical capabilities to your SAP® Business One Partner, or to Third Wave Business Systems (TWBS).

• Visit the TWBS Support Web Portal  (login required)
  • Add/manage support tickets
  • Obtain license keys
  • View product brochures for other TWBS applications
• Visit the TWBS YouTube Channel
  • Overview videos for a variety of TWBS applications
  • Product training video series and demonstrations