Ascent offers several convenient ways to add an RMA. The instructions below describe adding an RMA through the details screen of a particular sales order. This would allow the return of an item which had been previously shipped to a customer. This particular process (RETURN) doesn’t go any further than that.
Select a sales order which has material to be returned.
Go to the sales order line that needs to be returned. Click “Create RMA”
- Change the “Reason RMA Line” to “Defective”, “Other”, “Not Needed”, or leave it alone
- Change the “Type” to “Return”
- Click “Save”