RMA Overview

The RMA (Returned Material Authorization) form allows you to create, edit and view information on an RMA for a customer. This form is used to provide your customer or potential customer with an RMA for items that you have sold them. It is the first step in a possible two part process.

If the customer decides to return the items you can process the RMA to a Credit Memo.

You will notice that at the top of this form are six tabs and in the subform are three tabs, which help group the customer order information better. It is like having nine forms connected together for each customer's RMA. You will also notice that the RMA Number, Customer ID, Date, Transaction Type, Currency and PO Number fields at the top of the form remain there in all the tabs so you always know what customer's RMA you are working on when switching between the tabs. The nine tabs are listed below and described in detail in other areas of the documentation.

The General Tab is where you may review and enter General RMA information. See: Adding RMA.

The Detail Tab shows you the Package Weight & Size, Payment, and Other Information. See: RMA Detail Tab

The Commission Tab is where you review/change or add commission information. See: RMA Commission Tab

The Order History Tab shows you the history of your orders. See: Order History Tab

The Invoice History Tab shows you the history of your invoices. See: Invoice History

The Item History Tab is where you can view all the items purchased by the selected customer. See: Item History.

The Items Tab is where you enter information to add an invoice. See: RMA Items Taband Adding RMA's.

This form can be used to add, edit or delete records in the RMA form. To add new RMA's, simply click the New button at the top of this form. The Enter RMA search form will appear. Click on the Enter RMA words of this sentence for Enter RMA search help.

If you need to edit existing RMA's, just select the record you want to edit and make any necessary changes to the fields for that record. If the RMA has been stamped Completed it will be necessary to Edit it prior to making any changes. For complete details on all the field descriptions for this form and a step by step guide on how to enter new RMA's. See: Adding RMA's.

The record navigation buttons at the bottom of the form are used to move from one record to another. It also displays how many records are in the RMA form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You may use the Find button to find a specific record.

There are several helpful options that can be set in the Company Preferences forms to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program. You should also take a look at the Security form > Default Accounts tab and the Starting Numbers form for other related options that can be set.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new RMA to be added.

The Save button will save the selected RMA.

The Find button will enable you to Find RMA's.

The Delete button will delete the selected RMA.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Print button will open the Print RMA form where you can adjust settings and print an RMA.

The Process button will convert the RMA to a Credit Memo. See: Converting Quotes.

The Duplicate RMA button under the Tools menu (click the Tools button to open the Tools menu) will create a duplicate of a specific RMA.

The Schedule button under the Tools menu (click the Tools button to open the Tools menu) will open the Schedule Activities form when you can schedule a call, meeting, or to-do.

The Customer Notes button under the Tools menu (click the Tools button to open the Tools menu) opens the Customer Notes form where you can view any notes about the selected customer.

The Customer Type Discount button under the Tools menu (click the Tools button to open the Tools menu) when clicked will show a message about calculating the Customer Type Discount.

The Customer button will open the Customers form to the selected customer.

The Inventory button will open the search form for Inventory Items.

The RMA Notes button will open the Notes form where you can enter any notes about the selected quote.

The Message button opens the RMA Message form where you can enter a message for the RMA and have it print on the printed quote.

The Customer History button under the History menu (click the History button to open the History menu) will open the Customer History form where you can view all the posted transactions that a customer has placed in the past.

The Sales Transaction History button under the History menu (click the History button to open the History menu) will open the Sales Transaction History form where you can view the complete history of the selected transaction.

The Item Purchase History button under the History menu (click the History button to open the History menu) will open the Item Purchase History form where you can view all the items purchased by the selected customer.

The Preferences button will open the Company Preferences form where you can edit or view options.

The Close button will close the RMA Overview form.

Press F1 or click F1-Help at the bottom left corner of the form for help on what this form is all about.