• RA-1 RMA Transaction - Data Entry Screen
• RA-2 RMA Form - Print Un-Printed Return Authorizations
• RA-3 RMA Form - Re-Print a Return Authorization
• RA-4 RMA Reason Code - Data Entry Screen
• RA-5 RMA Listing - New RMAs - Waiting for Authorization
• RA-6 RMA Listing - Authorized RMAs - Waiting for Receiving
• RA-7 RMA Listing - Received RMAs - Waiting for Credit Memo
• RA-8 RMA Listing - Memo'd RMAs - Waiting for Sales Order
• RA-9 RMA Listing - Time Period Analysis - By Date
• RA-10 RMA Listing - Time Period Analysis - By Customer
• RA-11 RMA Listing - Time Period Analysis - By Inventory
• RA-12 RMA Listing - Time Period Analysis - By Reason
• RA-13 RMA Listing - Closed Prematurely

• Enter the Procedure RA-1 - it looks like the screen below
• Use the # command to generate a new RMA #.  If you wish to view/update an existing RMA, enter the RMA # here or use the ?? command to search for it.
• A Sales Order # is required for ALL RMAs. NOTE: In some cases you sell product to dealers and they sell to end users.  Returns may come from the End User.  In this case you MUST Create the End User as a Customer (CUST-1) and you MUST Create a Sales Order.  For each product returned, enter it in the SO with a ZERO QUANTITY ORDERED.  Check Pricing of each product. File the SO with ALL Quantities set to ZERO so the SO does not affect the Financials or Sales Statistics.
• Once the SO is entered, the Cust #, ShipTo Name & Address, Products and Qtys Sold will appear on the screen.  NOTE: In the special case where the End User made the return, the Qty Sold will show ZERO.
• Fill in Fields 4,5 and 6 using your User Code, Date and Reason Code.
• Next Fill in the Qty Rtrn field.  NOTE: The system will NOT allow more qty returned than sold, except in the case where ZERO qty was sold.  As you do this, notice the Amount in Field 9 displays the Total Dollar Amount of the return.  This is both an informational and control field.  If the total exceeds a preset value (say, $300), then it must be authorized using the User's Password. File the Item.
• To Authorize the RMA fill in Fields 7 and 8. File the Item.
• The next step is to receive the product from the customer.  Fill in fields 10-17.  You will be entering the Date Received, your User Code and the REAL Reason the Customer is returning product.  If the product needs to be return to a "Repair" location, please enter that information here.  File the Item.
• At this point the product(s) are not yet back in stock, and we have not yet put a credit on the customer's account.  To do this, we use the /CM command to Create a Memo.  You must have already filed the item and be at Field 1 to use this command.  After the command is entered, you will be taken to the Credit Memo screen where you should review the information and file the Memo.  After this has been done you will notice that fields 18-20 have been filled in automatically.  At this point the product(s) are back in stock and a credit has been issued.
• Once the product(s) are repaired we will produce a NEW Sales Order and Invoice.  To do this enter /CS to Create a Sales Order.  Again you must be at field 1.  You will be taken to the Order Entry Screen (OE-1) and you will be asked to retrieve a VOIDED SO.  Answer Y and the Sales Order Image will be displayed.  Add any addition products (Labor, Replacement Parts, etc.) and file the Sales Order and Create the Invoice.  The Memo and New Invoice will offset each other, except for the cost of repair and replacement.

• User these procedures to print a "hard copy" of the RMA Form.

• Enter the Procedure RA-4 - it looks like the screen below
• Use the ?? command to view the list of current RA Codes.  You may add new Codes as needed.  Fill in the Description and decide whether Restocking Charges, Freight Payments, Memos and WorkOrders are Required.  File the Code.  It is now ready to use in RA-1.