RMA Line Items

To identify what items the customer wants to return, what will be done with them, and what compensation will be provided, use the RMA Line Items form.

All line items must be associated with an RMA header, which is created using the RMAs form. The header identifies essential information about the customer and carries the Return Material Authorization (RMA) number that is used to identify the RMA and all associated line items for reference, tracking, and reporting purposes.

If the related customer order line item is deleted, only the Order, Order Line, and Authorized By fields are cleared on the RMA Line Items form.

All processing of any given RMA must occur at the site where the RMA is entered. You can generate an RMA for an order line entered at and/or shipped from another site, but information will not transfer from or be transferred to these sites. In general, we recommend that you enter the RMA at the shipping site, which is also the site where the invoicing is done and the Accounts Receivable transactions occur.

Use the Replacement Lines tab to authorize new materials to be sent to a customer as replacement for materials which have been returned. An RMA must have been created authorizing a customer to return materials before you can use the Replacement Lines tab and the Generating Replacement Orders process to arrange for alternative materials to be provided. Enter information in the tab to describe:

  • Whether an inventoried item should be sent as a replacement.
  • Whether the material being sent to the customer has been repaired.
  • Quantity of items to send as a replacement.
  • Whether there will be an additional charge.
  • Whether to attach these replacement items to an existing customer order.

The Disposition tab includes information about RMA item dispositions, and a button that opens the RMA Item Dispositions form.

The fields in the EU VAT tab are used by the European Union (EU). If the Activate EU Reporting field on the General Parameters form is not selected, this tab (or some fields on this tab) are disabled.

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