Gathering Return Material Authorization Data

After you activate your Return Material Authorizations data, you must add the data from your company's present returns system to Return Material Authorizations.

First, gather all your current Return Material Authorization records. These can be manual records or printed listings and reports from other accounting software, such as:

• Lists of the codes and other information you will use to set up: authorization codes, status codes, fault types, workflow stage codes and repair agents.

• Outstanding Return Material Authorizations

• Historical Return Material Authorizations (optional).

• Samples of your Return Material Authorization and Return Material Authorization Instruction forms.

• The data entry forms and checklists.

• You may be able to enter much of the Return Material Authorizations data by reading it directly from files created by another program. In Sage 300 this is called importing.