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.

Installation & Configuration

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

• 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.