Creating an RMA Header

To create a Return Material Authorization (RMA) header:

To create a new authorization record, in the RMAs form, select Actions > New.
Accept the system-generated unique identifier for this RMA.
Enter data in these fields:
- RMA Date: Enter the date on which the authorization is created or accept the default, which is today's date.
- Status: Accept the default status of Open. For additional options, see the field topic for the Status field on the RMAs form.
  The Status field tracks this authorization through its life cycle, capturing information from all other transactions and serving as the historical record after all material has been returned and the customer has been credited.
- Customer: Enter a valid customer number from the Customers form.
(Optional) Enter information as desired in the remaining fields.
Save the record.

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.

Once you have identified which customer is authorized to return materials, you can identify which materials can be returned by creating RMA line items.