Creating an RMA Request

  1. Open a workspace.
    Note: The RMA Creation Request form is available in Universal Quick Actions.
  2. Select Quick Actions > Add > RMA Creation Request.
  3. Open the RMA Creation Request form from the workspace Quick Actions widget.
  4. Specify the required value in these mandatory fields:
    • Customer ID
    • Customer Order Number
    • Reason for return
    • Issue Credit Memo (Yes/No)
  5. Specify the required value in these optional fields:
    • Recipient Email
      Note: The RMA Creation Details are sent if an email address is added
    • Line/ Release
      Note: The selected line/ release related details are only returned
  6. Click Search to display the related customer order lines/ releases.
    Note: The customer order lines/ releases are displayed in these tabs based on the item type:
    • Non-Lot/ Non-Serial
    • Lot
    • Lot-Serial
  7. Select the required lines/ releases to be returned from the grid.
    Note: Specify the Quantity to Return. The Return Quantity must be less than Invoiced Quantity.
  8. Click Submit
    Note: You can use the Upload / Attach control on the RMA Creation Request form to select files such as JPG, JPEG, PNG, DOCX and XLSX.
  9. A confirmation message RMA Request is Submitted is displayed.