Authorization Form Overview

You use the Authorization form to:

  • Add records to identify who can authorize Return Material Authorizations.
  • Edit or delete employees who can authorize Return Material Authorizations.

Note: Authorized employees need not be set up as Sage 300 users in Administrative Services, since they may not require access to Sage 300.  

Note: You cannot delete the Authorized By User ID if the user is currently specified in an RMA template. 

Fields and Controls

Type a unique alphanumeric code to identify the authorizing employee, using up to 12 characters.

Type the authorizing employees name, using up to 60 characters.

If a user is allowed to override some of the RMA checking, then enter (and confirm) the user’s password.

Select this box if this user is allowed to authorize RMA documents, e.g. over-ride the validations on mandatory invoice number, etc

using RA Authorizations to override RA validations

When an RMA is approved, the validations on the RMA do not apply.

Authorizing RMAs essentially means that the RMA Template validations are suspended for any RMA Document that has been correctly authorized.

For example, a particular user might override the validations configured in RMA Templates and Item policies: 

  • An invoice number is entered for all items.
  • The RMA does not credit more items than were initially sold, less credits already issued.
  • The RMA is issued only within x days of the invoice date.

Note: Authorized to Approve RMAs is required on the RA Authorizations screen for this process.

Using RA Authorizations for I/C Price check

When you use Price check in Inventory Control, you need to enter the User that is authorized to make the price adjustments into the “Authorized By” field on the RMA header before creating the O/E Credit note and replacement order.

When the O/E credit note and O/E replacement order are created, RMA will use the Authorizer’s userid and password (that is saved away in RAAUT) to fill in the required fields on the Order Entry documents (CAPPROVEBY and CAPPRPWORD fields on the document detail lines.).

Note: Authorized to Approve RMAs is not required on the RA Authorizations screen for this process.

 

Example:

RMA with a template where "Invoice required on all items is selected". If you need to add a kit component not on an invoice, an Authorized user can Approve the RMA.