Find the full RMA support Document here.
RMA Replacement (Receive & Replace): This process, often called cross-shipping, involves sending a replacement product while waiting for the defective one to be returned.
- At the bottom of the RMA, you will set the parts that will be replaced.
- In this scenario, you will create a PO from the right side. However, you dont have to wait to receive the part.
- Create an Order on the right side of the RMA screen Create Order.
- Go into the Order attached to the RMA and edit the lines.
- Change the Trans Code to Stock.
- If you are doing a straight replacement, make sure Resale is $0. If you are upgrading to a different part, you may charge some amount dictated here after changing the PRCpart.
- Pick Parts and Invoice/Ship as usual for a Stock Order.
- Once you receive the PO from the customer, you can close the RMA.