- First, navigate to the invoice list to access the corresponding order
- On the left side of the screen, click “CREATE RMA”
- Select the RMA type, RMA reason code, RMA status type, and fill out any other relevant data
- Enter the return quantity so that you can then create a receiving PO or a Work Order
- Then select the defect code
- Leverage the Receipt Loc if you’d like to create a receiving PO
- Leverage the Rework Work Loc if you’d like to create a Rework Order
- From the Order Screen, you can access your RMA by hitting the RMA+ button on the left side of the screen
