Return Material Authorizations

Configurable RMA Workflows

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

Upon completion of each return or repair, cross-referenced entries are generated in Sage 300 PO, OE, and IC to keep records synchronized.

Key Operational Features

• Automatic allocation and tracking of RMA ID numbers
• Simple, efficient tracking and billing of repairs
• The ability to email a range of RMA instructions to customers
• Status tracking, based on user-definable status and workflow stage codes

Customized, Template-based Setup

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

Document Creation & Checking Options

• Auto-create an RMA from the original customer invoice
• Include multiple customer invoices on one RMA
• Creation of OE Customer Credit Note, and return to inventory
• Creation of OE Sales Order, to replace returned goods
• PO Inventory return to Vendor
• Creation of Shipping documentation
• Return Instruction Form, detailing return procedures for the customer
• Checks for duplicate Credit Note & duplicate Customer RMA

Tracking & Analysis

• Track claims for cost recovery (e.g. inventory damaged in transit by a 3rd party shipping company)
• Fault type, Vendor warranty, and 3rd Party Repair Agent tracking
• Reports and queries 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

An integrated Sage 300 Module

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

RMA stores all data in the Sage 300 database, and integrates seamlessly with these core modules:

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

RMA also supports:

• Customer, Vendor and Item Number change
• Multiple Contacts for AR
• Sage 300 Kitting and BOM functionality