Return Material Authorizations

RMA workflow

• Authorize customer returns
• Initiate replacement orders
• Issue credit notes
• Return faulty goods to the vendor

Once a return episode has been completed, cross-referenced accounting entries are generated in Sage 300 PO, OE and IC to keep all records in sync.

Operational Features

• Automatic allocation and tracking of RMA ID numbers
• Efficient and simple repair tracking and billing
• Status tracking based on user definable status and workflow stage codes
• Ability to email a range of RMA instructions to customers

Customised Setup

• Templates to speed up data entry and validation, defined at customer level or system wide
• Email templates save time and provide consistent customer service
• Define an RMA Customer email address (different from AR Customer or contact email)
• Item return policies to enforce return rules at item level
• Specify employees authorized to approve RMAs (they need not be Sage 300 users)
• Multicurrency support
• Automatically calculates Restocking Fees
• ‘Entered By’ field recorded on RMA transactions

Document Creation & Checking

• Optional automatic creation of RMA from original customer invoice
• Include multiple customer invoices on one RMA
• Creation of customer Credit Note in Order Entry, and return to inventory
• Creation of sales order in Order Entry to replace returned goods
• Inventory return to vendor in Purchase Orders
• Duplicate Credit Note checking
• Duplicate customer RMA checking
• Creation of Shipping documentation
• Return Instruction Form detailing return procedures to be performed by customer

Tracking & Analysis

• Track claims for cost recovery (e.g. cost of inventory damaged in transit by a 3rd party shipping company)
• Fault type tracking
• Vendor warranty tracking
• 3rd Party Repair Agent tracking
• Reports and inquiries to view status of returns
• Optional Fields at Header, Item or Miscellaneous Charge level for configurable tracking
• Distributors can record the consumer of the product being returned for analysis purposes

A Sage 300 Module

RMA is developed in the Sage 300 SDK, providing the familiar Sage 300 look & feel plus standard security, customization capabilities, data integrity checking and more

RMA stores all data within Sage 300 and integrates seamlessly with these Sage 300 modules:

• IC, AR, OE, PO
• Project & Job Costing
• Serialized Inventory & Lot Tracking
• Optional Fields

RMA also supports:

• Customer, Vendor and Item Number change
• Sage 300 Kitting and BOM functionality