Returns (RMA)
Goods a customer sends back: authorised before they travel, received into quarantine, inspected and dispositioned, and resolved by a credit note, a replacement or a refund.
Where to find it
- Module: Supply Chain
- Group: Inventory
- Section: Returns
- Screen: Returns (RMA)
Address in the console: /scm/rma
List · 13 columns · 9 fields on its form · 2 of them required · 8 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Return | Code | rma_no |
| Customer | Text | account_name |
| Invoice | Code | invoice_no |
| Reason | Status | reason_code |
| Asked for | Status | requested_resolution |
| Expected | Number | qty_expected |
| Received | Number | qty_received |
| Value | Amount | return_value |
| Status | Status | status |
| Resolved by | Status | resolution |
| Credit note | Code | credit_note_no |
| Raised from | Status | requested_via |
| Raised | Date | created_at |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Customer required | Choice | Looked up from existing records | |
| Invoice | Choice | Looked up from existing records | The invoice the goods were bought on. |
| Item coming back | Choice | Looked up from existing records | One line from this form; send several through the API. |
| Quantity | Number | ||
| Reason required | Choice | Configuration list | |
| Condition | Choice | Configuration list | |
| The customer asks for | Choice | credit, replacement, refund, repair | |
| What the customer says | Long text | ||
| Notes | Long text |
What you can do here
Approve primary
The customer gets the return number, the instructions and the label reference.
Asks for: Return to warehouse Return carrier Label or tracking reference Expected by Restocking fee %
Reject
Asks for: Why (the customer is told)*
Receive
Asks for confirmation: Book everything still expected into the returns bin, held for inspection?
Inspect
Applies to every line received and not yet dispositioned. Use the API for a different answer per line.
Asks for: What happens to it* Back to supplier Inspection note
Resolve
Asks for: Resolve by* Refund reference
Close
Cancel
Asks for: Why
Where it has got to
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.