How to Process an RMA in Sage 100
Description
How to Process a Return Material Authorization (RMA)
How to Process RMAs
How to Enter an RMA receipt
Resolution
- Expand Return Merchandise Authorization, Main, RMA Entry.
- Enter the Accounting Date and Click OK.
- In RMA Number, enter a RMA number or select Next RMA Number.
- In the Customer No. field, use the Lookup to select the appropriate customer and click Select.
- In the Return Via field and the Return To field, accept the defaults as set-forth in RMA Options or use the Lookup to change return delivery and/or return warehouse.
- On the Lines tab, click the Lookup to select the appropriate invoice and click Select.
- From the RMA Item Selection box, highlight the appropriate item to be returned.
- In the lower grid, select the appropriate Customer Action, Item Action, Vendor Action from the chevron drop downs.
- In the Return Reason field, use the Lookup to select the appropriate Return Reason Code and click Select.
- In the Return Qty column, make any adjustments necessary.
- Check Credit Freight check box if freight charged is to credited when credit memo is generated
- Click Accept.
When the returned merchandise has been received:
- Expand Return Merchandise Authorization, Main, RMA Receipts Entry.
- Use the Lookup to select the appropriate RMA number and click Select.
- On the Lines tab, click Yes to receive the complete RMA or No to receive partial RMA.
- Make necessary adjustments in the Received Qty column and click Accept.
- Click the Printer icon to Generate Transactions, click Proceed and the Printer icon again to generate the required documents (i.e., Sales Order, Credit Memo, etc.).
- Update generated documents in the Sales Order Module.
Additional Notes:
Depending on the Customer Action additional steps will need to be completed within the Sales Order module, for example, if the customer is receiving a credit and a Credit Memo was generated, the Sales Order Daily Sales Reports/ Updates will need to be completed.
If Batch Processing is enabled, you are unable to add additional entries in the Generate Transactions screen.