The RMA Entry module was introduced to replace the existing sales order returns credit option to provide a more robust and auditable process when you have to issue a credit note to your customer.
RMA = Returns Material Authorisation -> Product Returns -> Credit Notes
It allows you to :
Control whether a credit should be issued
Review the status of active RMA in a central place
Analyse why the credit is being issued
Maintain a full audit trail of all credits.
On this page we deal with the processing of the RMA after it has been entered, if you need to know how to enter an RMA onto the system then goto this link 🔖RMA Entry
There are some links below to the sections on this page which will aid you processing the RMA
When you open the form you will be presented with a form which has multiple tabs, these are used to seperate the different stages of the process and to allow you to move items stage by stage through the RMA process.
RMA Statuses
Tab Options
Some of the tabs require you to have specific user access rights to be able to carry out the functions on the page.
What is on each tab
Tab Option | Status Displayed | What is on this tab |
---|---|---|
Authorise RMA | Open | Newly entered RMA will be displayed in this tab and need to be authorised Depending on whether there are items to pick up or not the RMA will either goto
|
Arrange Pickup | Arranging Pickup | Any items which need to be arranged for collection to be returned from stock would be found here, you need to arrange transport or ask the warehouse to arrange, once you have this arranged you would move onto the
|
Awaiting Return | Waiting Stock Receipt | Waiting on the stock being returned, register each return here, you could have one or many returns of the stock back into the warehouse. Once the stock RMA is completed here you will move to
|
Authorise Credit | Waiting Credit Auth | This is where items are authorised to be credited, sometimes a manager or director will want to authorise these |
Awaiting Credit | Partially Credited Waiting Credit Issue | Authorised credits wait here for the finanace person to arrange for the credit note to be sent to the customer, when it is sent we also put an entry into the finance system |
Open Transactions | Open | Displays all open transactions |
Completed Transactions | Completed | Displays all completed transactions |