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How Do I Enter an RGA for a Stock Item in Prelude?

Enter a Return Goods Authorization (RGA) for stock merchandise being returned using the Return Goods Entry screen and slash command /RGE.

Job Aid: RGE

Return Goods Entry

Return goods authorization entry screen is used to enter STOCK and NONSTOCK smallwares that are being returned. Slash command /RGE.

All Equipment-anything that was submitted by heavy equipment form should be submitted via an Equipment and Contract Return Form, listed in Cognito under RETURNS.

Equipment Return Form Link

Entering an RGA for a Stock Item

Step 1 — /RGE

Step 2 — Fill out Required location retrieval field.

Selling Warehouse
Department (001)
Cost Center (leave blank)

Enter.

Image_3_Prelude_RGA_Sales_Header

Step 3 — Order number field will populate automatically.

Enter.

Image_8_Prelude_RGA_Comment_Line

Step 4 — Input customer number or search for customer by name.

Enter.

Step 5 — Input the correct Ship-To.

Enter through until sales header screen appears.

Notice: Order Type= 09

  

Step 6 — Enter Customer PO if applicable.

Enter PO number from original order or generic PO: RGA.

F2 after information is reviewed and correct.

Step 7 — Enter item number for merchandise being returned.

Enter.

  

Note: Multiple items can be entered from one invoice number per RGA, if the items are on different invoices, an RGA must be done for each item individually.

Step 8 — Enter quantity being returned, F2.

Note: Do not change gross price-pricing will default to sell price on the original invoice.

  

Step 9 — F3 Enter credit reason why product is being returned, F3, enter for code options Enter on correct reason.

Image_2_Prelude_RGA_Customer_Entry

Step 10 — F3, choose the original invoice#/ order#.

Enter.

 

   

Image_6_Prelude_RGA_Credit_Reason_Codes

Step 11 — Add a comment line (C code) with additional information, F2.

Examples:

Regarding pickup location:
Ex: See George for pickup
Ex: Pickup item in kitchen

Mispicked Item:
Ex: Mispick, correct item#

Note: Be sure to enter order for correct item.

Damaged Item:
Ex: damaged merchandise received

Note: Be sure to enter orders for replacement item.

Image_7_Prelude_RGA_Original_Invoice

Enter customer contact info and any further notes, F2 to Save Print (Enter).

Image_9_Prelude_RGA_Print_Options

Note: if a restocking fee is warranted, the restocking screen will pop up. You can assign the fee to the customer, sales, or support, depending on who is at fault.

RGA will be printed for pickup by the warehouse staff when the customer has an order to deliver.

The source documents the invoice requirements and pricing note in Steps 7–8, including that items from different invoices require individual RGAs. It also provides the comment examples, replacement-order notes, restocking-fee information, and warehouse pickup information included above.