Creating Return Authorizations for Warranty Claims

To create a return authorization for a warranty claim:

1. Go to Lists > Warranty and Repairs > Warranty Claims List.

2. On the Warranty Claim: Results page, click the View link for the claim record.

3. On the Warranty Claim page, click Create RMA.

4. On the Return Authorization page, in the Primary Information section, enter or select values for the following fields:

   1. Custom Form - Select your return authorization form.

   2. Date - Enter a date or select a date from the calendar.

      This field is set to the current date by default.

   3. Status - Select a status.

      This field is set to Pending Approval by default.

   To learn more about return authorization sections and how to fill out the other fields, see Entering a Standalone Return Authorization.

5. In the Warranty Information section, review the values of the following fields:

   • Claim Number

   • Item

   • Serial/Lot Number

   • Action

   The fields shown in this section depend on the action of the claim. These fields are filled in automatically with details from the claim and other related transactions.

6. On the Items subtab, review and update the following columns for each line item as needed:

   1. Quantity - Enter the quantity.

      For serialized items, set the quantity to 1 because you can only process one claim per serial number.

   2. Inventory Detail - Click the Inventory Details icon to enter details for serialized or lot numbered items, as shown on the claim.

   Note:

   You shouldn't add, change, or remove warranty items on the return authorization. If the warranty items don't match the claim details, you can't submit the RMA.

7. Click OK to save a line item.

8. Click Save.

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