Return Authorization (RMA) Forms

A return authorization form, also known as a return materials authorization (RMA), is a record of expected customer returns.

The return authorization holds information about the items you expect a customer to return, such as the item number or vendor item number and the quantity being returned. The authorization also tracks the price of items being returned and the amount to be credited or refunded to the customer.

Note:

This is a non-posting transaction.

Important:

The form you choose when you enter an authorization guides whether the return is processed as a refund or a credit, along with other account settings.

Credit or Refund?

Whether the return process results in a credit or a refund is dependent on three things:

As you enter information to process the return, the return authorization keeps track of the status of return while accounting and inventory records are updated. This way, you can monitor accurate data to know which steps are completed and what to expect next.

For example, when the warehouse manager gets the item from the customer and marks the return authorization received, the accounting department sees the return authorization in their queue to be credited.

Note:

For help with filling out any of the required fields, click on the field name.

To begin the customer return process, issue the authorization. NetSuite offers two ways to issue a return authorization.

Related Topics:

General Notices