Modify Return (RMA)

You can modify a return on any open purchase order.

To modify an existing return:

1. Access the RMA / Exchanges tab for the purchase order you want to modify.

2. Click the return you want to modify.

   The Edit RMA / Exchange window opens.

3. Make your changes.

   If the total received for a particular item is being returned, you can click the Return All button to the far right of the row. The Quantity to Return field is updated with the total received.

4. Click the Apply button.

   The Edit RMA / Exchange window closes and the RMA / Exchange page appears. The modified return is listed on the page.

   Note:

   It is not necessary to click Save after processing a return. The return is automatically saved.

   Maintenance Connection updates order information on the Line Items page. Items returned will be removed from the Quantity Received (Qty Recv) field. The Inventory Item Stock Room page continues to show the items as on order.

   If you are expecting an exchange for the returned item, no further action is required until the replaced items are received. The items can then be entered on the Receipts page.

5. If the items are not being exchanged (returned only), you may want to adjust the order and close / complete it.

   Since purchase orders cannot be closed until all items have been received, the order quantity must be adjusted so that the order appears complete.

   To adjust the order quantity:

   1. Access the Line Items page.

   2. Modify the line item to reflect the updated quantity.

      If this purchase order proceeded through an approval process, it may need to be unapproved before modifying the line items.

6. Click the Close button.

   The page refreshes and the status changes to Closed. The status change is automatically saved.