Handling RMAs Through Service Orders

While Return Material Authorizations (RMAs) are typically handled through sales orders, you can also manage them through service orders.

The advantage of using a service order is that the system tracks the components that are removed and replaced on the unit configuration. Follow these steps to handle a RMA through a service order:

Open the Service Orders form and follow the steps in Adding and Updating a Service Order to add a new service order.
Save the new service order and notify the customer of the SRO number. This number is used as the RMA number.
On the Lines/Operations tab, click Lines.

Follow the steps in Adding Service Order Lines to create a SRO line item for the parent unit.
Click Operations and follow the steps in Adding Service Operations to create a SRO operation for the parent unit.
Click Transactions and follow the steps in Adding Service Order Transactions to create a new transaction for the new SRO.
When the part is received by the customer, post the return transaction on the Material tab of the Service Order Transactions form.
Follow the steps in Running Order Invoicing to create an invoice record and update the customer balance.