RMA Details Screen
Module : Customer Service
Topic : RMA Details Screen
Version(s) : Version 5.1 and up
Editions : All Editions
What Is An RMA
The Return Merchandize Authorization (RMA) is created when an item is being returned to you from the customer.
Making The Connection
Where Will I See This Within OLX?
RMA Lookup
Order Detail
When clicking on the item status of the line item specific to the return the RMA Details will pop up.
Pop up will not display if the RMA is in a closed status.
Customer Detail
When clicking on the item status of the line item specific to the return the RMA Details will pop up.
Pop up will not display if the RMA is in a closed status.
What Reports Can Be Pulled?
What Imports/Exports Relate to RMA's
Unless you have worked with a programmer to develop a custom report, there are no import/exports specifically for refunds.
RMA Details
To change the expiration, click on the calendar to the right of the Expiration Date field.
- The credit will not be granted until the amount approved has been entered and the RMA is closed.
- Select which account to process the refund via:
- Same as Debit Account - this will use the same payment account that the original order was processed with.
- External Refunds - this will use the external account denoting that a paper check or other method outside of Orderlogix will be used.
- Same as Debit Account - this will use the same payment account that the original order was processed with.
- Enter the credit amount in the Price field.
- If there is shipping tax applicable that you wish to credit, enter it into the appropriate field.
- Click the checkbox under "Close?" to close the RMA.
- Select a Reason code from the drop down menu.
- Enter Comments in the designated field.
- Click the Save button
, the RMA will be closed and the Credit will be pending. Once payment processing has completed the item will move to Item Refund Accepted.
- To cancel any of the current changes you have made, click the Cancel button
. This will close the RMA Details window without saving any changes.
A CS Event will be created for sys:Close RMA on the Customer Detail Center
RMA Details Screen
Copyright 2019
Revised 3.8.2023
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