Adding an RMA (Header)
Navigation
Return Material Authorization
Step 1: Select the ‘New Return Material Authorization’ Button.
Fields
RMA Number: If Auto-Number RMA is used, the RMA number will be preset upon adding a new RMA. If not using Auto-Number RMAs, enter RMA Number.
Customer: Begin typing Customer and select from the dropdown.
Reason for Return: Select the reason for the return from the dropdown.
Action: Select the desired RMA action from the dropdown. Options are:
-
Replace
-
Repair
-
Issue Credit
Customer Bill-To Address: The Bill-To Address to be used for Credit Memo generation defaulted to the Default Bill-To Address for the RMA Customer. If the RMA Customer has an 'Invoicing and Credit Customer' set, this defaults to its Default Bill-To Address.
Credit Memo: When RMA Header is created for 'Issue Credit' and the flag 'Credit Authorized' on the associated RMA Detail is checked, click on the link 'Create Credit Memo' to create a Credit Memo for the returned product.
NOTE This 'Credit Memo' field is available only in the view mode.
Date Issued: Enter the date RMA Number was issued to Customer; defaults to “Today”.
Released: Defaults to “unchecked”; check when the RMA is released.
-
If set before the addition of RMA Detail records, new Detail records will inherit the value from the header.
-
If set after adding RMA Detail records, existing Detail records will be set to the entered value. If the value is “released”, the line(s) must meet the proper criteria.
-
If unchecked before the addition of RMA Detail records, new Detail records will not be “released” when added.
-
If unchecked after RMA Detail records have been added (and previously checked), the system will attempt to “un-release” RMA Details when they meet the proper criteria.
Advance Replacement: Defaults to unchecked; check when you wish to send a replacement before the receipt of the returned material.
Return Only (No Replacement): When checked, any RMA Details added after setting this field will be initialized as "return only". Note that RMA Details may be set as "return only" directly on the detail record regardless of the setting on the RMA Header.
Closed: Defaults to unchecked; leave unchecked on add.
Tab Section
Shipping Address Tab: Defaults to the Ship-To address associated with the Customer. If you wish to override, check the Override Ship To Address checkbox and enter the address desired. Refer RMA Ship-To Address Tab for more details.
NOTE When the override is checked, Ship To Name, Phone, Fax, Email, Contact, and Contact Method can all be overridden.
Installation Address Tab: Defaults to the installation address associated with the Customer, if one exists. However, you can override it with a valid related customer. Refer RMA Installation Address Tab for more details.
Step 2: Click the 'Save' Button.
Step 3: Enter RMA Detail. Refer to Adding RMA Detail for more information.
Step 4: 'Save' Button.
NOTE Typically, an RMA Header is created first, and then certain field values default from the header onto subsequent RMA Detail lines. The RMA Details are created first when creating an RMA from a Case. Values from the RMA Details in this case, then populate the following RMA Header fields:
SEE ALSO
RMA Overview
RMA Setup Requirements
Adding RMA Detail
RMA Processing
Customer Master - Related Customers
SYDATA - Credit Memo for RMA
