Add an RMA

In a Customer Service Inquiry, you can create an RMA and attach it to the inquiry record.

You can provide a credit memo against those items received in the RMA.

To add an RMA

1. Access the RMA using one of the following methods:

   From the CRMCSR page

   Or

   From the RMA page

   The Entered On field automatically displays the current date.

2. Click New on the Toolbar.

3. Perform one of the following actions:

   Type the sales order number in the SO Number field or click the lookup reference magnifying glass and select the sales order number.

   The Customer Number, Company, Customer PO Number, and Invoice Number fields are filled in automatically.

4. Create an RMA based on account number.

   a. Click the Customer Number lookup reference to select a customer number.

   If you select the customer number of an inactive customer, a warning Customer is INACTIVE. is displayed.

   b. Type the sales order number in the Sales Order Number field. Or, click the lookup reference and select the sales order number.

   c. Click the Customer PO Number lookup reference to select the customer purchase order for the RMA.

   You can use the Total Order Discount from the Accounts (CUST) page when an RMA is created for an account, without referring to a Sales Order. The system should apply total order discount available for the customer while computing the unit price in RMA.

   You are not allowed to change the Total Order Discount in the RMA if the prices are taken from the Sales Order.

   Star (*) denotes Unit Price with Total Order Discount (%)

5. Select the Field Service RMA check box.

   You can enable the check box only when creating a new RMA. If you mark a RMA as Field service RMA and try to add a regular item in Items tab then the RMA changes to regular RMA with a message and confirmation. You cannot merge Field service RMA items and regular RMA items.

6. From the Entered By list, select the user who entered the RMA.

   The date in the Entered On field is automatically filled in with the current date.

7. From the Authorized By list, select the user who authorized the RMA.

   The date in the Incident On field is automatically filled in with the current date.

8. From the Severity list, select a severity level for the RMA.

   The Sales Code field is used for reporting purposes only to further group companies by some special scheme.

   The Receiver Number, Credit Memo Number, Ship Back SO Number, Job Order Number, Ship Number, and Shipper Status fields are filled in automatically as and when credited for the RMA.

9. On the Toolbar, click Save to save the RMA.

   An RMA number is automatically generated and the focus switches to the Items tab.

See “Adding items to an RMA” for more information.

The following fields are read only:

• Inquiry Number - The General tab displays the RMA Number and the Inquiry Number.

  If an RMA is created from an Inquiry, the Inquiry Number is displayed in the RMA page.

• Receiver Number - If the return goods are received, the Receiver Number and the Received Date are automatically filled in the Receiver Details tab.

• If the returned goods are received from an inspection location, the Inspected check box is selected if all items on the RMA have been inspected.

• If a Credit Memo exists for the RMA, the Credit Amount, Credit Memo number, and Date of the Credit Memo are filled automatically.

  If multiple Credit Memos exist, the Credit Memo Number drop-down list and the corresponding Credit amount and Date are displayed.

• If a Ship Back SO exists, the SO Number is displayed.

• If a job was created from the Sales Order, in the Job Order Number field, the job order number is displayed.

• The Shipper Number and Status fields are populated with appropriate values if a shipper has been created.

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