Creating RMA's

How to batch create RMA's (using the Credit Memo)

• Find and open the credit memos you wish to create RMA's from.
• Click the Functions button.
• Choose the option Batch Create one or more PO's from current Credit Memo's 'RMA' items and then click OK.
• If you are not wanting to create a RMA for all items on the Credit Memo you may click the Preview All Detail button and put a check next to the line items that you would like to have on the PO (RMA).
• Click Create RMAs.
• When finished, you will be given the option to view the PO that was created.  Click Yes to view the PO.
• You will also be ask if you want to print the RMA.  If you click YES it will bring up the print dialog box to choose the report you wish to print.  If you click NO you will still be able to print the RMA from the RMA when it is opened.

How to batch create RMA's (using the Automated RMA)

• From the Purchasing Menu click the Automated RMAs. 
• Click Proceed to display a summary of all Credit Memos with RMA items..
• If you are not wanting to create a RMA for all items you may click the Preview All Detail button and put a check next to the line items that you would like to have on the PO (RMA).
• Click Create RMAs.
• When finished, you will be given the option to view the PO that was created.  Click Yes to view the PO.
• You will also be ask if you want to print the RMA.  If you click YES it will bring up the print dialog box to choose the report you wish to print.  If you click NO you will still be able to print the RMA from the RMA when it is opened.

How to Manually create RMA's (using the PO)

NOTE: This assumes you have already received the parts on the purchase orders they came in with.  If not, go to the original purchase orders and receive the parts first.  This ensures that the parts are already in inventory when you go to create the RMA.

• Go to Purchasing > Add New Purchase Order
• Look under the Purchase Order Number for the "RMA" Check box and click on it (This turns the PO into RMA).
• Enter the supplier you wish to return to.
• Enter the item(s) you wish to return and enter -1 for the quantity for each item.  The negative quantity pulls the item out of inventory.
• Click on the Recd check box.
• After this step, One Source will pull the item out of stock and it can now be returned to the supplier.