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RMA Processing ​

2 min read

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.