Adding Security Information

If your Sage 300 system requires user passwords and security profiles, you need to assign security authorizations for Return Material Authorizations forms.

Changing Print Destination

To allow users to change the print destination, you must assign Change Print Destination authorization from the Administrative Services permissions list in the Security Groups form.

Assigning Return Material Authorizations Security

You use the Security Groups form in the Administrative Services folder to assign authorizations for the following Return Material Authorizations tasks:

  • Setup Administration and Maintenance – Lets users add, modify, or delete Status Codes, Workflow Stages, Repair Agents, Authorization and Fault Codes. They can modify RMA Options, including document prefixes, next RMA document number, and optional fields.

  • Setup Maintenance – Lets users add, modify, or delete Status Codes, Workflow Stages, Repair Agents, Authorization and Fault codes. They cannot modify RMA Option settings.

  • RMA Document Entry – Lets users add, modify, or view RMA documents. To search for existing O/E invoices and to create O/E replacement orders, they also need authorization for O/E Order Entry, O/E Shipment, or O/E Invoice Entry, and O/E Unit Price Override.

  • RMA Document Credit Note Posting – Lets users create Order Entry Credit notes for RMA documents. You must also assign RMA Document Entry authorization to grant RMA Document Credit Note Posting authorization. Also, to create a credit note from an RMA document, they require authorization for O/E Credit/Debit Note Entry and O/E Unit Price Override.

  • RMA Document Delete – Lets users delete existing RMA Documents provided the documents do not have associated credit notes in Order Entry. You must also assign RMA Document Entry authorization to grant RMA Document Delete authorization.

  • Setup Report Printing – Lets users print setup reports.

  • Analysis Report Printing – Lets users print analysis reports.

  • Import Processing – Lets users import RMA Documents. You must also assign RMA Document Entry authorization to grant Import Processing authorization.

  • Export Processing – Lets users export RMA Documents. You must also assign RMA Document Entry authorization to grant Export Processing authorization.

  • Period End Processing – Lets users purge completed RMA documents from the system.

  • Setup Inquiry Only – Lets users inquire on Status Codes, Workflow Stages, Repair Agents, Authorization, and Fault codes. Users cannot modify these records.

  • Display Costing – Lets users see unit cost and extended cost for items and vendor unit cost and vendor extended cost for items on the RMA Entry screen.

  • RMA Document Printing – Lets users print Return Instruction and Return Authorization.