RMA Steps

Return Material Authorization (RMA) is the process used to track the return of damaged or defective products from customers and the issuance of credit, replacement, or repaired material as recompense.

Note:  The system displays error or warning messages if you return an item flagged obsolete or slow-moving.

Follow these steps to authorize the return or rejection of material and to create a formal record of all agreements with the customer concerning compensation and other terms.

  1. Create an RMA header.
  2. Add RMA line items.
  3. To accept material that has been returned by customers, use the RMA Return Transaction form.
  4. Repair or rework the returned item if necessary.

For more information, see Creating a Rework Order.

Note:  You can remove RMA line item log entries using the Delete RMA Line Item Log Entries utility.
Related topics
Return Material Authorization Overview
About RMA Replacements
About Return Receipt
About Returns
Generating Replacement Orders
Issuing a Credit
RMA Setup
Sending a Replacement
About Credit for Returns
Creating a Rework Order