Ascent's RMA functionality gives users comprehensive management over returning merchandise back into inventory or recording material returns to vendor.
Data Fields used for RMAs
RMA Details
A table of all fields available in RMAs is presented below. An asterisk * after the field name denotes a required field when adding an RMA.
Field Name |
Field Description |
RMA Owner |
The user who created the RMA. |
RMA Number |
The unique number that identifies the RMA. This value is sequential and automatically generated by Ascent. |
Contact Name |
The contact name for the account the RMA is associated with. |
Account Name |
The customer account the RMA is associated with. |
Original Sales Order |
The original sales order the RMA is associated with |
Replacement Sales Order |
The sales order that was created through an RMA type “Replacement from Order” |
Original Purchase Order |
The original purchase order the RMA is associated with |
Replacement Purchase Order |
The purchase order that was created through an RMA type “Replacement from Order” |
Type |
The current type of the RMA. This value is selected from a dropdown box and should be updated when appropriate. Allowable values are:
|
RMA Reason |
The reason the merchandise is being returned. This value is selected from a dropdown box. Allowable values are:
|
Date/Time Opened |
The date and time the RMA was created. |
Status |
The current disposition of the RMA. This value is selected from a dropdown box and should be updated when appropriate. Allowable values are:
|
Priority |
The importance of handling the RMA relative to other open RMAs. This value is selected from a dropdown box and should be updated when appropriate. Allowable values are:
|
Contact Phone |
The phone number of the contact name for the RMA. |
Contact Email |
The phone number of the contact name for the RMA. |
RMA Origin* |
This represents how your company was originally notified of the RMA. This value is selected from a dropdown box. Allowable values are:
|
Date/Time Closed |
The date and time the RMA was closed. |
Subject |
A general summary of the RMA header. This value should be useful in describing the subject matter of the RMA and will be used throughout other RMA screens (such as managing RMA Comments). |
Description |
A descriptive note associated with the RMA header. This value appears when managing RMA Comments. |
Internal Comments |
This field could house more descriptive information for this particular RMA that would be intended for internal use only. |
RMA Line Details
A table of all fields available in the RMA Line screen is presented below. An asterisk * after the field name denotes a required field when adding an RMA Line.
Field Name |
Field Description |
RMA* |
The RMA this RMA Line is associated to. |
Item* |
The item being returned. This value can either be typed in or selected from a lookup box. |
Quantity* |
The total quantity of the item which the customer wants to return when the RMA Line is entered into the system. Theoretically, this should eventually match the value of Quantity Received. |
Reason RMA Line |
The reason that the particular item is being returned. This value is selected from a dropdown box. Allowable values are:
|
Serial Numbers |
If the particular item being returned against the RMA Line is serialized, each serial number being returned must be entered in this field. Each serial number must be separated by a comma. |
Serial Numbers to Replace |
If the particular item being returned is serialized and is being replaced, the new serial numbers that are being sent to the customer as replacements must be entered in this field. This value is valid only if the RMA Line Type is a Replacement. Each serial number must be separated by a comma. |
Type |
The RMA type would be entered here. This value is selected from a dropdown box. Allowable values are:
|
Replace from Lot |
If the item being returned uses lots, this value indicates the new lot from which the current item is being replaced. This value is valid only if the RMA Line Type is a Replace, Replacement or Replacement from Order . This value is selected from a dropdown box. If the Replacement Lot is manually typed in and does not exist, the user will be notified. |
Ship Location |
The location from which the current replacement item is being relieved. This value is valid only if the RMA Line Type is a Replace, Replacement, or Replacement from Order. This value can either be typed in or selected from a lookup box. If the ship location is manually typed in and does not exist, the user will be notified. |
Lot |
If the item being returned uses lots, this value indicates the lot which the returned item is part of. If the Lot is manually typed in and does not exist, the user will be notified. |
Location Received |
The location which the returned item is being received into. This value can either be typed in or selected from a lookup box. If the location is manually typed in and does not exist, the user will be notified. |
Quantity Received |
The total quantity of the item actually received from the customer. |
RMA Lines ID |
The unique number that identifies the RMA Line. This value is sequential and automatically generated by Ascent. |
Sales Order Line |
The unique number that identifies the sales order line. This value is sequential and automatically generated by Ascent. |
Purchase Order Line |
The unique number that identifies the purchase order number. This value is sequential and automatically generated by Ascent. |
RMA Comment Details
A table of all fields available in the RMA Comment screen is presented below. An asterisk * after the field name denotes a required field when adding an RMA Comment.
Field Name |
Field Description |
Public |
This indicates whether the comment can be made public. |
Comment* |
The actual comment about the RMA itself. |
Close RMA Details
A table of all fields available in the RMA Close screen is presented below. An asterisk * after the field name denotes a required field when adding an RMA Line.
Field Name |
Field Description |
Status* |
This value represents the status of the RMA and is automatically set to Closed in the Close RMA screen. |
RMA Reason* |
The ultimate disposition on the RMA. This value is selected from a dropdown box. |
Internal Comments |
This textbox should contain any comments that were useful to closing out the RMA. |
Submit to Public Solutions |
If the resolution to this RMA is useful for future issues, this box should be checked with the appropriate details entered into the two fields described below. |
Solution Title |
A short descriptive title for the RMA solution. |
Solution Details |
A detailed narrative of how the RMA's issue and any similar future RMAs can be resolved. |
Comments
0 comments
Article is closed for comments.