Creating RMA Line Items

To create a Return Material Authorization (RMA) line item:

In the RMA Line Items form, select an RMA.
To create a new line for the RMA, select Actions > New.

The RMA must have a status of Open.
Enter data in these fields:
- Line: Accept the system-generated line number.
- Status: Accept the default status, Open.
- Quantity to Return: Enter the quantity of the item the customer is authorized to return.
- Item: Enter the item or material which the customer is authorized to return.
  Note: The item does not have to be in Items. If it is, however, the description, price code and unit cost default from the Items form.
- Order: Enter the customer order number if this return is associated with a particular order and you know the number.
- Return: If the material is to be returned to your company, select this check box. If the material is not to be returned, clear this check box.
- Warranty: If the material is under warranty, select this check box.
- Original Invoice: If required by your company, select the original invoice related to this order.
- Reason: Enter a reason for the return.
- Restocking Fee %: Accept the default restocking fee charge, or overwrite it with another value.
- Restocking Fee Amt: Accept the system-calculated amount, or overwrite it with another value.
- Disposition: Enter a three-character disposition code identifying what action should be taken with the material when it is returned. This code can be tracked using the RMA Status Report.
Save the record.

The authorization is now complete. You can print a copy of this authorization to send to your customer using the RMA Verification Report.

When material is returned and credits are issued, you can track the progress of the business transaction using the Status fields on the RMAs (header) and RMA Line Items forms.