Periodic Processing
You use the Periodic Processing form to purge all completed and expired Return Material Authorizations up to and including the date you specify.
You cannot view RMAs after you clear them. Therefore, we strongly recommend that you back up your data before running this function.
When you run this screen - you fill in the required "Through date". Depending on which option(s) you select, when you click process
1. If you have selected "Clear Completed RMA Documents" - it will delete all RMAs where the Date Completed <= Through Date.
2. If you have selected "Clear Expired RMA Documents" - it will delete all RMAs where the RMA Date + "Num. Days before RMA Expires" <= Through Date.
Refer to Options Form Overview for details.
Return Material Authorizations will keep all transactions until you elect to purge completed Return Material Authorizations up to and including a certain date. Note that once this data is purged it will not be available for reporting.
Transactions created in other modules by Return Material Authorizations are not impacted by this purge. This would include replacement orders and credit notes in Order Entry and returns in Purchase Orders. Order Entry and Purchase Orders handle the maintenance of these transactions.
