Go to Order ➔ Entries ➔ Print / Process, and then select RMA order under the Selection section.
This screen displays an overview of Return to Merchant Authorization (RMA) orders which are ready to be printed and processed. From this overview, you can:
However, credit notes can be printed only after the RMA orders are authorized, unless authorization of RMA orders is made optional at System ➔ General ➔ Settings, in Order settings, whereby the RMA order check box under the Authorize section is not selected.
Note: Only printing and processing of RMA orders will be mentioned in this document. For more information on how to print and process sales orders, see Overview of sales orders to be printed and processed.
You can filter the RMA orders that you want to display by defining one or more of the following search criteria and clicking Search. The RMA orders that match the search criteria you have defined are then displayed. A list of options will be displayed if you click at RMA order, Requested by, and other fields. From the list, make your selection and click Select.
Note: It is possible that not all columns are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Click this to search for entries based on the defined criteria.
Click this to clear the defined criteria.
Type the number of rows to be displayed in each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.
Click this to return to the previous list of entries.
Click this to display the next list of entries.
Select the warehouse to display RMA orders belonging to the selected warehouse. Select All to display RMA orders belonging to any warehouse.
Note: This box is available only if you have E-Warehouse Management included in your license.
Select this if you want only sales order to be displayed in the overview. For more information, see Overview of sales orders to be printed and processed.
Select RMA order if you want only RMA orders to be displayed in the overview.
Type or select the start date and end date to display RMA orders that are created within that period. By default, the All check box is selected. This means RMA orders that are created on any date will be displayed.
Note: Typing or selecting only the start date will display RMA orders that are created on and after the selected date. Typing or selecting only the end date will display RMA orders that are created on and before the selected date.
Select the RMA order that you want to print.
Type or select the ID or name of the debtor who requested the RMA order to search for RMA orders with the selected debtor.
Click Advanced to expand the search criteria. Invoice to, Delivery (From), Your ref., and Selection code will be displayed.
Click Simple to hide the search criteria.
Type or select the ID or name of the debtor who will be receiving the credit note to search for RMA orders with the selected debtor.
Type or select the ID or name of the debtor who returned the items to search for RMA orders with the selected debtor.
Type the debtor’s reference number to search for RMA orders with the reference number.
Type or select the selection code to search for RMA orders with the selection code.
Note: The selection code of the RMA orders depends on the Selection code defined in the conditions screen (go to Order ➔ Entries ➔ RMA orders, select the relevant RMA order, click Open, and then click Conditions), under the Analytical group section. You can also define selection codes at System ➔ Logistics ➔ Selection codes.
Select the return status of the items in the RMA order. Select Completed to display RMA orders that are completed (all the items in the RMA order are returned but the credit note is not generated yet), select Partial to display RMA orders that are partially completed (some of the items in the RMA order have not been returned), or select All to display all RMA orders.
Click this to type a new note or to view the notes that are recorded for the selected RMA order. For more information, see Creating and maintaining notes.
Click this to attach a new document or view the documents that are attached to the selected RMA order. For more information, see Overview of attached documents.
Click this to view the changes that have been made to the selected RMA order.
Note: This button is enabled only if you have selected the Logbook check box at System/General/Settings, in Order settings under the Entry section.
Click this to generate and print credit note for the selected RMA order. For more information, see Printing credit notes for Return to Merchant Authorization (RMA) orders.
Click this to view or edit the selected RMA order. For more information, see Creating and maintaining Return to Merchant Authorization (RMA) orders.
Click this to exit.