About RMA Replacements

After customers have been authorized to return or destroy materials through an RMA, you can arrange to replace those materials with new items from inventory or with the same items after a repair step is performed.

There is one step:

Use the Replacement Lines tab on the RMA Line Items form to capture information about:

  • Whether an inventoried item should be sent as a replacement.
  • Whether the material being sent to the customer has been repaired.
  • How many of the item should be sent.
  • Whether there will be an additional charge.
  • Whether you want to attach this replacement order to an existing customer order.

Warnings will display when the following conditions occur:

  • The customer is on credit hold or the current outstanding balance is greater than the credit limit.
  • The line/release already exists in the system.
  • The customer order you reference is for a different customer from the RMA itself.
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