RMA Release Notes

Return Material Authorization 2014 (6.2A) includes the following new features and improvements:

• Record “Entered By” on RMA documents

• Ability to define a default template by customer

• Ability to define different optional fields for Item lines and Miscellaneous Charge lines

• Ability to define e-mail messages, and e-mail the RMA Instruction to the customer

• Ability to define e-mail messages, and e-mail the RMA Instruction to the customer

Return Material Authorization 2012 (6.1A) includes the following new features and improvements:

• RMA serial quantity allocation validation. Allocated serial quantity validation will not take place when the item on the RMA detail is serialized, and comes from an O/E invoice where no serials have been allocated to the item.

In the above circumstance, RMA will not validate the quantity of serials allocated because the originating O/E invoice detail record did not have allocated serial numbers, even if the item is presently marked as serialized.

• RMA Detail Comments and Instructions viewable when detail is flagged Complete. Previously, comments and instructions were not viewable from the RMA detail grid once the RMA transaction detail was flagged as Complete. However, it was possible to view the comments/instructions through the F9 zoom screen. This issue has been fixed. It is now possible to call up the comments/instruction popup form from the RMA detail grid for a detail that has been marked as complete.

• RMA Header Customer Claim Number duplicate check. The new template option "Check Customer Claim No." will ignore, warn, or report an error when an RMA document is entered for a customer and the customer claim number is no longer unique to that customer.

• RMA Header Restocking Fee Percentage. There is a new field on the Customer tab of the RMA Entry screen: Restocking Fee Percentage. The field is automatically populated with default values from the chosen template if automatic restocking has been enabled on the template. RMA document restocking fee calculation will use the percentage found on the RMA Entry customer tab, not the percentage found on the template. The template value is only used as a default populating value.

• RMA Header Comments and O/E Credit Note Header Comments. RMA Header comments will be copied across to an O/E Credit Note header if all of the following conditions apply:

• The O/E credit note is matched to an O/E invoice.

• The RMA document is using an RMA template.

• The template option "Copy RMA Comments to Matched CR Note" is turned on.

When dealing with unmatched O/E Credit Notes, RMA Header comments will be copied across to the Credit Note of all of the following conditions apply:

• The O/E credit note is unmatched (not tied to an O/E invoice).

• The RMA document is using an RMA template.

• The template option "Copy RMA Comments to Unmatched CR Note" is turned on.

• RMA Header Optional Field error when selecting an optional field. Fixed an issue with RMA header optional fields that prevented a user from choosing an optional field for the header. This issue was addressed as a hotfix for RMA 6.0A, and is included in the RMA 6.1A release.

• Pricelist code validation on completed RMA documents. When an RMA document is flagged "Completed" in the header, RMA Integrity Check will not validate the pricelist code if it is blank. This measure was introduced to handle RMA documents entered in older versions of RMA where blank Pricelist validation was not performed.

• Defaulting item cost to Most Recent Cost when assigned costing method cost is zero. When an item's costing method cost (Avg, Std, etc) is zero, RMA will default to the Most Recent Cost for the item, at the selected location.

• RMA Detail Quantity Credited Check and legacy records from prior versions of RMA. RMA documents that make use of a template have the option to have their detail lines checked for quantities already credited.

For records upgraded from RMA version 5.3 and prior where required data linking RMA details to O/E invoices was not maintained, a user may be unable to update RMA detail records. To fix this problem the Quantity Credited Check is not performed when inadequate information exists on the RMA detail to be able to link the RMA line to an existing O/E invoice detail.

RMA Document exclusion during Data Integrity Check processing:

• During the Data Integrity Check, RMA documents that are marked as Complete will not be tested for errors..

• Only RMA documents that are indicated as open (i.e. not marked Complete) will be tested as part of a Data Integrity Check..

Sage 300 RMA 5.6 offers the following enhancements, which have been introduced since version 5.5A: 

• Support for integrated serialized inventory and lot tracking features in I/C, O/E, and P/O 5.6

• Serial numbers and lot numbers are now managed in Inventory Control, rather than in separate Serialized Inventory and Lot Tracking programs.

• We have redesigned the forms that you use to assign serial numbers and lot numbers, and you allocate serial and lot numbers in RMA 5.6 much the way you do in Order Entry, with a few exceptions.

• You can allocate only existing serial and lot numbers in RMA. For example, if you specify an invoice number for the return, you can allocate only serial numbers that were assigned on the original invoice. (In Order Entry, you can generate new serial and lot numbers for returns.)

• For returned items that use serial numbers or lot numbers that were assigned using the Serial/Lot Reconciliations form in Inventory Control, you must issue a credit note in Order Entry.

• We have added new reports of serial and lot number used in RMA documents. The Serial/Lot Number Report form (available in the Analytical Reports folder) lets you print separate reports for lotted items and serialized items. 

• Enhanced comments options for RMA templates

The RMA Templates setup form includes the following enhancements:

• We have renamed the option to copy comments to credit notes Copy RMA Comments To Unmatched Credit Notes.

• We have added an option, Overwrite RMA Comments On Matched Credit Notes. This option is available only if you select the option Match Credit Note To Invoice.

• Improved validation in RMA Authorizations Setup

The Authorizations form checks the Authorized By User ID against existing RMA Templates. You cannot delete the Authorized By User ID if the user is currently specified in an RMA template.

• Several new features in RMA Return Authorization Entry

• We have added a new Customer tab that includes key information from the A/R customer record.

• You can import RMAs that already have assigned document numbers.

• You can insert required optional fields automatically.

• You can use alternate items on returns.

  You select alternate items as you do in Order Entry:

  1. Enter an item number in the Item No./Misc. Charge field, then leave the field.

  2. Click the Item No./Misc. Charge column heading.

  If the I/C item record specifies an alternate item, a message appears asking whether you want to view alternate items.

  3. Click Yes to display only alternates for the specified item in the Finder. (If you click No, the Finder lists all I/C items.)