The RMA Detail Tab is where you may enter/review Package Weight and Size, Other Information, and User Fields.
The Package and Size section is where you may enter/review the product weight, volume, length, width and height you have already provided in the Setup Tab of Inventory Items form.
1.The A/R Account field will be filled in automatically with the Accounts Receivable ID setup in the Security form > Default Accounts tab. This is the Account Receivable account that will be affected when you Post this transaction. You can change it by selecting a different account from the combo box if you need to.
2.The Rep Order No field is the Representative's own number that they use to track the order.
3.The Source field will fill in with the default setting of Magazine Ads. This a great marketing tool that enables you to track where your customers are finding out about you. You have the option of selecting other Sources from the combo box as well as adding sources to the combo box.
4.The User PO field is where you can enter the user PO you want for this invoice. This can be used as a reference for this invoice.
5.The Ship Blind option allows you to not include the Company Information when printing reports.
6.The Allow Back Order check box displays your choice as to whether you will allow Back Orders.
The User Fields section is a convenient area to store contact number information. See User Fields.
At the bottom of the form, the Payment Information section refers to credit card information you have already provided in previously for your selected customer. It is worthwhile to briefly review the information before processing the RMA.
Background on toolbar buttons such as Process, Customer, Inventory, can be reviewed in the RMA Overview help section. See: RMA Overview.