Change RMA status

To change the Status of RMA:

1. Click the General tab.

2. Click on the Status drop-down button to change the status.

3. To set up the status

   • Ready for Credit:

     • This is a manual status indicating that a credit memo can be created for the RMA. When an RMA is changed to this status, it will appear in the “RMA’s Ready for Invoicing” queue. The status changes to Closed after a credit memo is created.

   • Cancelled:

     • If any transactions have been completed for the RMA, it cannot be deleted. However, the status can be changed to Cancelled. When canceling an RMA, any related Sales Order (SO) and/or Job Order (JO) will also be automatically canceled.
     • A warning message will appear:
       • No further transactions will be allowed for a closed or cancelled RMA.

   • The status options Started, Open, Ready for Credit, Cancelled, and Closed are enabled based on the selection of instructions in the Items tab.

4. Change the status of the RMA from Started to Open. By default, the Open status is selected.

5. Click Proceed to accept the changes.
   Or click Cancel to exit without saving.