Create New RMA

1. Click on the RMA button from the main menu.
2. Click on the ADD button and choose the correct RMA. Your choices are:
1. RMA for Pick Ticket not invoiced - the Pick Ticket must be closed but not invoiced.
2. RMA for Invoice - the invoice must be posted to the G/L.
3. Core Receiving Doc
4. Manual Credit
3. Double click on the appropriate document; this will bring up the line items.
4. Double click on the line item that is being returned and fill in the necessary authorization information and click OK.
5. Click OK - this will create the RMA.

Create RMA

1. RMA for Pick Ticket not Invoiced -
1. Allow select not invoiced (closed) pick ticket that not related to w/o (doc type is different from w/o shipping doc). The parts that will show up will include the following lines:
1. Not converted to RMA before.
2. Not with line type of core charge (‘’)
3. Not with line type of none inventory item (‘’, ‘’, ‘’, ‘’, ‘’)
2. Double click on the convert form will:
1. Calculate the available qty and price
2. Allow the user select RMA type from 3 options (A- Price adjustment, B- Credit and replace, Q- Qty return for credit) while ’is default.
2. RMA for W/O Shipping Document (Pick Ticket)
1. Allow select not invoiced (closed) pick ticket that related to w/o (doc type is different from w/o shipping doc). The parts that will show up will include the following lines:
1. Not converted to RMA before.
2. Not with line type of core charge (‘’)
3. Not with line type of none inventory item (‘’, ‘’, ‘’, ‘’, ‘’)
2. Double click on the convert form will:
1. Calculate the available qty
2. Price will set to 0 (w/o part return without credit)

3. RMA type will forced to ’(Qty return for credit) without an option to change.

3. R.M.A. for Invoice

1. Allow select sales invoice with status: Invoiced, Posted (GL), GLBatch or Invoiced (A/R). The parts that will show up will include the following lines:

1. Not converted to RMA before.

2. Not with line type of core charge (‘’)

2. Double click on the convert form will:

1. Calculate the available qty and price

2. Allow the user select RMA type from 3 options (A- Price adjustment, B- Credit and replace, Q- Qty return for credit) while ’is default.

3. In case of part with line type of none inventory item (‘’, ‘’, ‘’, ‘’, ‘’), the RMA type will forced to ’(Price adjustment) without an option to change.

4. Core Receiving Doc.
   
   NOTE: Core document is created automatically after sales invoice closed

1. Allow select sales invoice with status: Invoiced, Posted (GL), GLBatch or Invoiced (A/R). The parts that will show up will include the following lines:

1. Not converted to RMA before.

2. With line type of core charge (‘’)

2. Double click on the convert form will:

1. Calculate the available qty and price

2. RMA type will forced to ’(Qty return for credit) without an option to change.

RMA Types

1. A – Price Adjustment
• Creates Credit in Accounting that you can apply against the Sales Invoice.
• No change in the Inventory
2. B – Replace and Charge
• Opens the Sales Order and add a new line item which you can ship again
• Creates a credit that you can apply to the previous invoice
3. Q – Quantity Returned for Credit
• Creates Credit in Accounting, you can apply against the Sales Invoice.
• Changes the Inventory, put back the part is stock.
4. U- No return NO Credit (Used for documentation only)
• No change in the Inventory.
• Does not create a Credit.

Receive Parts

1. Click EDIT and then LINES.
2. Double click on the line item that you are receiving, add any additional information and click OK.
3. Click OK
4. Click UPDATE and UPDATE STK.
5. Click UPDATE and CLOSE RMA.