# RMA Processing
Read Time: 2 minute(s)
Below is a brief summary of the steps involved in processing RMA records.
# MRK.CONTROL
Defines valid RMA types, along with return/receipt locations, cost of goods locations, and sales accounts for each type. If a type code is entered in RMA.E (header tab), these values are loaded into the record.
# FAIL.CONTROL
Defines the failure codes that can be entered in RMA records to track the reasons material is returned.
# RMA.E
Logs the material being returned from the customer.
# RMAREC.E or RMAREC.E2
Used to receive the items listed on an RMA.
# RMAREC.E2
- Confirms the RMA receipt. When creating a receipt, leave the receipt ID empty and enter the RMA number. The system assigns a receipt ID in the format
RMA number–sequence. Multiple receipts can be created per RMA (e.g.,50-1,50-2). - Status starts as R (received). Change it to C (confirmed) when ready to move parts into inventory.
- The POST TO A/R checkbox is inherited from RMA.E but can be changed here. Check this to generate a credit memo for the receipt.
- A complete date is required before the receipt can be posted.
# Line Items Tab
- Enter the quantity returned.
- If tracking reasons for return, enter failure codes and notes. Failure information from RMA.E is loaded automatically but can be modified.
- Failure quantity does not have to equal the total quantity returned. Example: 2 units returned due to failure code C; 1 of those units also due to failure code D.
# RMAREC.P1
Posts confirmed receipts, generates the credit memo, and updates the sales analysis file. This can be scheduled as a nightly batch/service.
# RMAREC.E4
Updates failure information on posted receipts.
# RMAREC.E3
Reverses posted receipts by creating offsetting receipt records and reversing inventory transactions. If a credit memo was created, an offsetting invoice is generated. Use only for posted receipts; unposted receipts can be deleted or changed in RMAREC.E2.
# MSHIP.E
Used to return product to the customer after repair or rework when not returning against a sales order.
Set the reference type to RMAREC and the reference document to the RMA receipt ID (e.g., 50-2).
See the procedure help for further details.
The RMA, RMA receipt, and MSHIP procedures are located in the Sales and Marketing module.