Processing an Item Returned by a Customer

To record receipt of an item being returned from a customer, a Return Material Authorization (RMA Return Material Authorization) must exist for the item to be returned.

You can access the RMA list from the Receipts tab on the Receiving and Shipping home page.

The RMA list is paginated and you can filter your RMAs to quickly find those you want to create receipts for.

You can filter your RMA list by the following criteria:

• Item name
• RMA number

To record the receipt of an item being returned by a customer:

1. Click the Receipts tab.
2. Select Customer Return from the Receipt Type drop-down list.
3. Click Continue.
4. Enter your search criteria in the Filter by text box.
5. Click Apply. A list of RMA's that match your criteria is displayed. You can click Reset to clear the Filter by text box if you want to enter new criteria.
6. Select the checkbox of the line containing the RMA of the item being returned.
7. Click Save.
8. [Optional]To print the receipt, click Print.
9. [Optional]To attach documents to the receipt:
   1. Click Attach Documents.
   2. Select the type of file that you are importing.
   3. In the URL Uniform Resource Locator. A link to a web page or resource. field enter the location of the file to be attached or click Browse and locate it.
   4. Select the checkbox of the receipt line to which you want to add the attachment to.
   5. Click Attach.
      Note:

      Enter more specific search criteria to increase the accuracy of your results.

      Note:

      If no file types are listed when you attempt to attach a file to the receipt, this could be because your administrator has not created any Attachment Types on the Codes tab. To import a file, at least one attachment type must be listed.

      Tip:

      To view the attachment, click the link in the File/URL column. To delete the attachment, click Delete in the Action column.