Managing Refund, Repair, and Replacement Claims
After you receive the items, you can keep processing based on the action set on the claim record. See the following topics for each claim action:
After you create an item receipt, you'll see the option to create a credit memo or sales order on the RMA record. For replacement claims, if your account has the Ship Replacement in Advance preference turned on, you can create the sales order even before you create the item receipt. For more information about this preference, see Setting Warranty Preferences.
To access the RMA record from a claim, see Viewing Related Warranty Claim Records. Alternatively, if you have the item receipt open, click the Return Authorization link in the Created From field.
When you open an RMA to create a credit memo or sales order, don't add, change, or remove warranty items. You can't submit the RMA if you remove a warranty item.