Overview
This article outlines the processing steps of the Return Material Authorization.
Navigation
RMA Detail ListView
Processing
NOTE No further processing can be performed until the RMA Detail record is in a “Released” state. Once released, the RMA Detail (line) can be further processed.
Select the 'Name' field for the RMA detail to Process.
When the Name field is clicked on, the RMA Detail page will open. Use the buttons at the top or bottom of the page to process.
Buttons
Edit: Click on Edit to change any attributes of the RMA Detail.
NOTE Most fields are disabled when the record is released (Released checkbox is checked). If released and you wish to change an attribute, uncheck the release checkbox.
Process Receipt: Process the receipt of the returned material. Refer Processing RMA Receipts for more details.
NOTE When changes are made and the record is ready for processing, the Released checkbox must be checked.
Serial Details: If the product associated with the given RMA Detail record is a serialized item, the serials being returned must be “authorized”. Refer RMA Serial Details for more details.
Create Replacement Sales Order: Select to create the replacement sales order. Refer Create RMA Replacement Sales Order for more details.
Receipt Disposition and Reversal: Select to disposition the receipt or to reverse a prior processed receipt. Refer RMA Receipt Disposition and Reversal for more details.
SEE ALSO
RMA Overview
RMA Setup Requirements
Adding an RMA Header
Adding RMA Detail
