RMA / Exchanges tab – Purchase Orders

The RMA / Exchanges tab is used to process returns on the purchase order. If no items have been returned for the purchase order, the page lists only the header information, along with an Add button to process a return.

As items are returned, sections of the page are created with a summary of the return, including a list of items returned. 

Each RMA / exchange includes the following summary information:

• RMA # — RMA (Returned Material Authorization) Number, incremented each time a new return is processed. Each processed return is identified with the PO Number, followed by a dash and an incremental number. For example, if a first return is identified as 2582-1, the subsequent return would be identified as 2582-2.

• RMA Date — The date the return was processed.

• Contact Name / Phone — The name and phone number of a contact at the vendor.

• Shipping Method / Date — The shipping method used to return the items, and the date shipped.

• Tracking # — The tracking number for shipping, if applicable.

• Approved By — The name of the user approving the return, if applicable.

Field Descriptions

The following fields are displayed in the Returned Items list:

• Item # — The item number on the purchase order, which corresponds to the item number listed on the Line Items tab.

• Item ID and Name — The ID and Name of the item.

• Stock Room — The stock room for which the item was ordered. For direct issue items initiated through a work order, the stock room column lists Direct Issue. For direct issue items ordered through the Line Items page, the column will be blank.

• Vendor Item # — The vendor item number.

• Work Order # — The Work Order ID for items that were designated for direct issue from a work order.

• Price and Quantity Ordered — Price for each unit, along with the quantity ordered.

• Quantity Returned — The quantity returned with this RMA. The quantity may be equal to the quantity ordered or less.