Sage 300 RMA
Return Material Authorizations
Accurately track returns & repairs
within Sage 300
Streamline product returns and repairs from
within Sage 300
Robust, repeatable, fully-integrated return & repair processes
- Reduced stock write-offs thanks to better item tracking
- Maximize cost recovery by correctly charging for repairs
- Inventory and financial records are kept up to date and synchronized
- Identify product quality issues early, allowing you to take corrective action
- Customers can be kept fully informed of progress and status from a single source of truth
- All data held within Sage 300 – no more standalone databases, spreadsheets, or handwritten notes
Return Material Authorizations (RMA) Features
Configurable RMA Workflows
- Authorize customer returns
- Initiate replacement orders
- Issue credit notes
- Return faulty goods to the vendor
Upon completion of each return or repair, cross-referenced entries are generated in Sage 300 PO, OE, and IC to keep records synchronized.
Key Operational Features
- Automatic allocation and tracking of RMA ID numbers
- Simple, efficient tracking and billing of repairs
- The ability to email a range of RMA instructions to customers
- Status tracking, based on user-definable status and workflow stage codes
Customized, Template-based Setup
- Templates, either system-wide or at the customer level, speed up data entry and validation
- Email templates save time and provide consistent customer service
- Define an RMA Customer email address (different from AR Customer or contact email)
- Define policies to enforce return rules at the item level
- Specify employees authorized to approve RMAs (they need not be Sage 300 users)
- Multi-currency support
- Automatic calculation of Restocking Fees
- An ‘Entered By’ field is recorded on all RMA transactions
Document Creation & Checking Options
- Auto-create an RMA from the original customer invoice
- Include multiple customer invoices on one RMA
- Creation of OE Customer Credit Note, and return to inventory
- Creation of OE Sales Order, to replace returned goods
- PO Inventory return to Vendor
- Creation of Shipping documentation
- Return Instruction Form, detailing return procedures for the customer
Tracking & Analysis
- Track claims for cost recovery (e.g. inventory damaged in transit by a 3rd party shipping company)
- Fault type, Vendor warranty, and 3rd Party Repair Agent tracking
- Reports and queries to view status of returns
- Optional Fields at Header, Item or Miscellaneous Charge level for configurable tracking
- Distributors can record the consumer of the product being returned for analysis purposes
An integrated Sage 300 Module
RMA is developed in the Sage 300 SDK, providing the familiar look & feel plus standard security, customization capabilities, data integrity checking, and more.
RMA stores all data in the Sage 300 database, and integrates seamlessly with these core modules:
- IC, AR, OE, PO
- Project & Job Costing
- Serialized Inventory & Lot Tracking
- Optional Fields
RMA also supports:
- Customer, Vendor and Item Number change
- Multiple Contacts for AR
- Sage 300 Kitting and BOM functionality
Minimum Requirements
- Features related to the latest supported version (currently v2022).
- Return Material Authorizations 2022 requires Sage 300 2022 System Manager, Inventory Control, Order Entry, and Accounts Receivable.
- Vendor Returns functionality requires Sage 300 Purchase Order.
- Sage 300 Project & Job Costing module is needed for tracking returns against a project.
Learn More
RMA - Overview
Robert Lavery gives a brief overview of Orchid’s Return Material Authorizations add-on module for Sage 300.
Track returns and repairs accurately. Improve efficiency and customer service using consistent, configurable workflows, all from with Sage 300. (Jan-2018)
Return Material Authorizations (RMA) - Training
Anne conducts detailed training on how to configure and use Orchid’s Return Material Authorizations (RMA) add-on module for Sage 300.