Customer RMAs

Customer RMAs:

Return: This type of RMA is used to record the return of material from a customer back into inventory.  It will record the return and make that information known to the sales order line.  It does NOT change the quantity ordered on a sales order.  It does NOT create a new sales order.  It does create a return line (with a negative quantity for what has been returned).

Replace: This type is used to replace items that have already been returned to inventory via an RMA return type.    You would create a NEW RMA and reference the sales order that you’ve already created an RMA Return for, and make the type “replace”.  When this occurs, you create a NEW sales order line for the quantity to replace.  The NEW sales order line will show that the quantity shipped has been updated and the status is “packed”.  Replace is typically done a part of a two-step process (Return and then Replace) when inspection of the material the customer claims is damaged must be done before agreeing to replace it.

Replacement: This type of RMA is used to do the return and replace in one step.  When you use this type, the quantity is returned to inventory and the original sales order gets a credit line for the return and has a NEW line created.   The NEW sales order line will show that the quantity shipped has been updated and the status is “packed”.   However, there is a setting in “Custom Settings” which states: “Create New Order for Replacement RMA?”.  If this is selected, then this type of RMA will create a NEW sales order with a NEW sales order line.  This custom setting does NOT hold true for purchase orders.

Replacement from Order: This type of RMA operates exactly the same way a replacement type acts, EXCEPT that it creates a NEW sales order, unlike a replacement type which creates a new sales order line on the original sales order.

Reverse:  This type gets used only AFTER a return has been processed.  The RMA return would allow for the return of material from the customer and the addition of the material back into inventory.  If you want the sales order line to have the quantity packed revert back to what it was previous to the return, allowing you to process shipments as normal against this line, change the RMA type to “reverse”.  This whole process is similar to going to a line item on a sales order and hitting “credit”, which puts the material back into inventory, changes the line item status, and changes the quantity packed.