Processing Return Merchandise Authorizations
It is absolutely critical that RMA’s be managed closely and accurately. The following procedure should be followed when processing an RMA.
There are two broad categories of RMAs:
1) for Customers
2) for your Comany
Within those categories are two more:
1) Return for Credit
2) Return for Replacement
Create a Service Record for each RMA
Sales Dept > Customers Menu > Find Customer
Once the "General" page has opened, double click on "Service Header" to open a new "Service" record. Enter the appropriate information in the following fields:
SalesID - select your name out of the Popup menu.
Action - select "RMA".
Note Type - select "Credit" or "Replacement".
Ref - enter "Vendor RMA" number.
Process - enter Manufacturer Name.
Attribute - enter model name and part number.
Cause - enter serial number of Item if serialized.
Action Date - date of shipment toVendor.
Save the record.
Create a PO for the RMA:
Vendor Inv field - enter "RMA" number from Vendor.
Enter a negative quantity" Line Item" for the Item being returned to Vendor.
Receive the above negative quantity "Line Item".
Enter a positive quantity "Line Item" for the replacement. This line will be received when the replacement is received.
Note: If this is a return for credit, do not enter the positive quantity Line Item.