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Return Material Authorizations

Accurately track returns & repairs from within Sage 300

Consistent, configurable processes replace error-prone manual ones

  • Reduced stock write-offs thanks to better item tracking
  • Maximize cost recovery by correctly charging for repairs
  • Inventory and financial records are kept up to date and synchronized
  • Identify product quality issues early, allowing you to take corrective action
  • Customers can be kept fully informed of progress and status from a single source of information
  • All data held within Sage 300 – no more standalone databases, spreadsheets, or handwritten notes

Return Material Authorizations (RMA) features:

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

Minimum Requirements

Return Material Authorizations 2020 requires Sage 300 2020 System Manager, Inventory Control, Order Entry and Accounts Receivable.

In addition:

  • Vendor Returns functionality requires Sage 300 Purchase Order
  • Sage 300 Project & Job Costing module is needed for tracking returns against a project
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