Creating a Return Authorization for a Warranty Claim

Return authorizations are associated and tracked on the warranty claim record. we can view associated RMAs and other related claim records on the Claim Transactions subtab of the Related Records subtab. When a claim has existing RMA records, we cannot edit specific fields in the Warranty Information section of the claim record. we also cannot delete the claim.

To create a return authorization for a warranty claim:

  1. Go to Lists > Warranty and Repairs > Warranty Claims List.
  2. Click the View link for the claim record on the Warranty Claim: Results page.
  3. On the Warranty Claim page, click Create RMA. A new Return Authorization form is displayed.
  4. On the Return Authorization page, in the Primary Information section, the required fields are automatically populated with claim details. We can change the default values of editable fields.
  5. Field
  6. Description
  7. Custom Form
  8. Select the return authorization form.
  9. Customer
  10. This field displays the customer indicated on the claim record.
  11. Date
  12. The date of the RMA defaults to the current date. We can enter another date or pick a date from the calendar.
  13. Status
  14. The status of the RMA defaults to Pending Approval. We can update the status.
  15. Enter values in the other Primary and Sales Information section fields. In the Classification section, select or update the values in their corresponding fields if We have the Class, Location, and Department features enabled.
  16. For more information about these return authorization sections
  17. We can review the details in the Warranty Information section, such as the claim number, warranty item, and action. The fields displayed in this section depend on the action of the associated claim. They are automatically populated with claim record details and related transactions.
  18. On the Items subtab, We can do the following for each line item:
  19. In the Quantity column, enter the quantity.
  20. Note
  21. The quantity must be set to 1 for serialized items because we can process only one claim for each serial number.
  22. In the Inventory Detail column, click the Inventory Details icon to enter the details for serialized or lot-numbered items, as indicated on the claim.
  24. We can enter other item details, such as the description, units, and unit price.
  25. Click OK to save a line item.
  26. Click Save.

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