Release RMA

Explanation

Release a RMA by using Release in the Operations menu. The status on the RMA header is then updated from Planned to Released. This means that the RMA has been approved and is now available for other operations. You must release the RMA in order to be able to print the return note, to enter receipt and handling of the returned parts, and to create a credit invoice.

You may also release a specific RMA line.

Releasing the RMA includes authorization control. Therefore, when releasing a RMA or RMA line a coordinator must be specified on the RMA header.

Prerequisites

• A coordinator for the RMA must have been specified in the RMA Coordinator field in the RMA header.
• In order to be able to release a entire RMA, the RMA must be in status Planned.
• In order to be able to release a RMA line, the RMA line must be in status Planned.

System Effects

Releasing the entire RMA:

The status on the RMA header is updated from Planned to Released. For all RMA lines with status Planned, the status will be updated to Released.

Releasing a RMA Line:

The status on the RMA line is updated from Planned to Released. If the RMA header status was Planned before releasing the RMA line, the header status will be changed to Released.

When a RMA line has been released, it is possible to print the return note, to enter receipt and handling of the returned parts and to create a credit invoice.

Window

Return Material Authorization

Related Window Descriptions

Return Material Authorization

Procedure

Releasing the entire RMA:

1. Populate or Query for the RMA that you intend to release.
2. Select Release in the Operations menu.

Releasing a RMA Line:

1. Populate or Query for the appropriate RMA.
2. Mark the RMA line that you intend to release.
3. Right click in the lower part of the window and select Release, in the operations menu that appears.