Create an RMA

Create an RMA

1. Click the Open icon on the toolbar.
2. Type rmas in the Filter field.
3. Click the RMAs list item.
4. Click the OK button. The RMAs (Filter in Place) form opens.
5. Click the Filter in Place icon.
6. Click the New icon.
7. Type [your initials]? In the RMA field.
8. Click the Customer drop-down arrow.
9. Click the 15 list item.
10. Click the Save icon. 
11. Write the RMA number here____________________. 
12. Click the RMA Line Items button. The RMA Line Items (Linked) form opens with a default value 
1 in the Line field.
13. Type mb* in the Item field.
14. Click the Item drop-down arrow.
15. Click the MB-11000 list item.
16. Type 1 in the Qty To Return field. 
17. Type dc365 in the Order field.
18. Press Tab.
19. Type 3 in the Line field found next to the Order field. You are linking this credit return to the 
original customer order.
20. Click the Original Invoice drop-down arrow.
21. Click the 417 list item.
22. Type Customer is returning 1 MB-11000 for credit. in the Reason field.
23. Click the Save icon.
24. Click the Window drop-down arrow.
25. Click the Close All list item.

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