Enter an Authorization to Return Material

Use the RMA Maintenance (RMA) program to enter an authorization for a customer to return material. See Background and Road Map for more information.

  1. Click New, enter NEW, or enter # in the Order number field if you want the program to assign the next available RMA number. Use the Numbering System Setup (XOC) program to set up a RMA numbering scheme.

OR

Enter a unique identifier (12 alphanumeric characters maximum) for the RMA you want to create. You can do this only if the Allow override? option is selected for RMA Number in Numbering System Setup. It is recommended that special characters (e.g., ?, #, &, +, |, <, >, *, :, /, \, [,  ]) not be used.

  1. Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Customer number

Required
10 alphanumeric

Enter the customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list.

Ship-to

Optional
10 alphanumeric

If you shipped this order to an address that is different from the billing address, enter a ship-to number that you have set up in the Customer Ship-to Maintenance (CSM) program, or click the left Lookup icon and use the standard lookup options to select the ship-to number from a list. See Enter an RMA Not Attached to an Invoice.

OR

Enter an invoice number to attach to the RMA, or click the middle Lookup icon and use the standard lookup options to select an invoice number from a list See Attach an RMA to an Invoice.

OR

Enter an item's control number. see Create an RMA for a Control Number.