Overview
An RMA Detail can be created using ‘Quick Create RMA Details’ button on the Return Material Authorization page.
Navigation
RMA Returned Material
Step 1: Click on ‘Quick Create RMA Details’ button on the Return Material Authorization page.
NOTE Quick Create RMA Details is a “fast-entry” method for adding RMA Details and can be used if the RMA Detail is to be created from a known Invoice or Shipper Number. There is no “override” capability in the Quick Create mode; however, once the record is added, it can then be edited by clicking on the newly added RMA Detail record Edit link at bottom of the page. To view the added record, click on “Name” field.
Step 2: Select Invoice Number or Shipper Number on the Quick Create RMA Details Page
Fields
Invoice Number: It is a type ahead field. Select an Invoice Number using the Invoice Number dropdown,
Shipper Number: It is a type ahead field. Select Shipper Number using the Shipper Number dropdown.
NOTE It is possible to create multiple RMAs using the same Invoice or Shipper number; however, it is not possible to use the same Invoice or Shipper on the same RMA.
Once a selection has been made, Invoice Lines or Shipper Lines will appear in the lower section of the page. If the item being returned is serialized, a list of serial numbers for the selected Invoice or Shipper will be displayed.
Step 3: Create RMA Details
Fields
Use Product Defaults for Inventory Locs: When checked, the Product (or Product Group) defaults are used for the RMA Inventory settings. When unchecked, the originating Sales Order is used.
Individual Lines for Kit Components: When checked, system will create one RMA Detail for each of the kit component. When unchecked, the system will create only one RMA Detail for multiple kit components.
Selected: Check “Selected” checkbox.
Return Qty: Highlight those serial numbers being returned. Use the “Ctrl” key to highlight multiple, non-consecutive serials, or the “Shift” key to highlight multiple consecutive serials.
NOTE The quantity for that RMA Detail will be the number of serials selected – there is no facility to enter a quantity for a serialized item.
NOTE When a Shipper or Invoice is selected and the item being returned is serialized, select the serial numbers presented. If the item being returned is serialized, a new RMA Serial Details will be created for that item.
If the item being returned is non-serialized, check the ‘Selected’ checkbox and enter the Return Qty.
Buttons
‘Create RMA Details’ Button: Click on ‘Create RMA Details’ to save. You will now see the RMA Detail Line below the Ship-To Address information, in the lower portion of the page.
RMA Released: As Required If the RMA has not already been released.
Click on the 'Edit' button and check the 'Released' checkbox in the upper right portion of the RMA Header page. This action will also release the RMA Detail, so that it can then be processed.
Step 4: Click on ‘Save’ button.
SEE ALSO
RMA Overview
Adding RMA Detail
