A return authorization form is a record of expected customer returns holds information about the items you expect to receive. For more information, read Return Authorization (RMA) Forms.
A linked return authorization is created from a sales order, cash sale or invoice. It automatically shows the items from the original sale and is linked to the original sale.
This means that information is sourced from an existing transaction to create the authorization, such as item prices or quantities, so information does not need to be entered in the authorization manually.
To enter a linked return authorization:
- Do one of the following:
- View the cash sales list: Transactions > Sales > Enter Cash Sales > List
- View the invoices list: Transactions > Sales > Create Invoices > List
- View the sales order list: Transactions > Sales > Enter Sales Orders > List
- Click View next to a cash sale or invoice.
- Click the Authorize Return button.
- A customer return authorization opens that shows all items from the original order.
- You will receive a popup warning if there are existing return authorizations associated with this order.
- You can change the sales effective date for this transaction. The sales effective date determines which commission plan and historical sales team this transaction applies to.
- Check the Exclude Commissions box to exclude this transaction and its subordinate transactions from inclusion in all commission calculations. For example, selecting this box on a sales order excludes the sales order and the resulting invoice from all commission calculations for all sales people.
- Click the Items subtab and verify that all items on the return authorization are being returned.