Return Material Authorization (RMA) is used to authorize and track returns and repairs. The authorization process involves identifying which units are being returned. A unit refers to a single item that can be recognized by a serial or asset number.
Returned parts are listed on an RMA as individual lines. Each line can contain multiple units of the same model, indicated by a quantity greater than one. If units have serial numbers, each serial ID is recorded for that line. A specific serialized unit can only appear on one open RMA at a time. Serial IDs can be assigned during RMA creation, when receiving units, or during shipping, with the receiving process being the most common.
If a unit is being repaired rather than returned to stock or sold, it can be tracked in IFS Cloud as a Service Object, provided it has a serial number or Service Object ID.
The RMA kicks off the return process, which then depends on the Return Reason. For instance, if the reason is "Repair Pool Swap," the next step is to receive the item from the customer. For "Advance Replace," a different item is shipped to the customer.
The New Repair RMA Assistant serves to streamline the process of creating a new Repair Return Material Authorization (RMA). To search for a specific RMA, users can utilize the Repair RMAs Search page, applying various filters to locate the desired RMA. Once identified, selecting the RMA ID link allows users to access additional details. Furthermore, users can view and edit both the Repair Material Authorization details and the RMA Line Details for a comprehensive understanding of the RMA's status and specifications.
You can update the status of the RMA using the Status button in the command bar. Some can be done manually while a few are automatically updated. RMA Statuses include: