Did you know you can create the Shop Order to repair a part returned under an RMA and assign the Sales Order to return the repaired item directly from the RMA screen? A Sales Order to ship a replacement or a Credit Memo to credit the return can also be assigned from the RMA screen.
Creating a Shop Order from the RMA
Once the RMA has been created, the Shop Order for the repair can be created from the RMA Return Info Tab. This can be done even before the RMA is received so that the order will be visible for shop planning purposes.
Pressing the Create button brings up the Shop Order Screen with the next available 30000000 number and the Part ID of the RMA. Note that a 30000000 is used so that the repair order will not be used as supply in the MRP process.
Alternatively, to creating a new shop order an existing Shop Order can be assigned to the RMA by typing an existing Shop Order number or browsing in the Shop Order field.
Assigning a Return Sales Order or Credit Memo for an RMA
Once the RMA has been created, the Sales Order to return the repaired or replacement item (or the credit memo to credit the item) can be assigned from the RMA Return Info Tab.
Press the appropriate radio button to select Repair, Replacement, or Credit. Choose the desired Sales Order / Credit Memo by typing an existing order number or browsing in the Return Order field. Alternatively you can use a Return Order that is NOT a MAX Sales Order or Credit Memo by typing a number in the Return Order field that does not exist in the MAX database as a Sales Order / Credit Memo.
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