How to add an RMA from the Sales Order Screen (Return)

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”

1. Change the “Reason RMA Line” to “Defective”, “Other”, “Not Needed”, or leave it alone
2. Change the “Type” to “Return”
3. Click “Save”