Open Returns lists authorized RMAs and provides the screen used to receive returned quantities or complete the return.
What this screen is for
Use Open Returns after an RMA has been created and returned goods need to be received, cancelled, labeled, or completed.
Screen path
Dashboard > Shipping & Receiving > Returns > Open Returns
RMA list
The list shows RMAs with status Authorized.
Use the search box to search by RMA number, invoice number, or customer.
The RMA list includes these columns:
| Column | What it shows |
|---|---|
RMA # |
RMA number. |
Invoice # |
Source invoice. |
Order # |
Related Sales Order. |
Customer |
Customer code and name. |
RMA Date |
Date the RMA was created. |
Lines |
Count of RMA lines. |
Total Amount |
Authorized return line amount. |
Created By |
User who created the RMA. |
Action |
View or Complete opens RMA detail. |
RMA detail
RMA detail shows invoice, customer, order, RMA date, created by, optional reason, return lines, received quantities, restocking fee, and net credit calculation.
The return line table includes:
| Column | What it shows |
|---|---|
Line |
RMA line number. |
Part Number |
Returned part number. |
Description |
Line description. |
Lot |
Lot number when applicable. |
Product Line |
Product line from inventory. |
Auth Qty |
Authorized return quantity. |
Previously Received |
Quantity already received on the RMA. |
Qty to Receive |
Quantity being received now. |
Unit Price |
Unit price from the RMA line. |
Line Amount |
Quantity to receive multiplied by unit price. |
Actions
| Action | What it does |
|---|---|
Delete RMA |
Cancels an authorized RMA when no return quantities have been posted. |
Print Return Label |
Opens the return label workflow. |
Cancel |
Leaves the RMA detail screen without saving. |
Complete RMA |
Receives and closes the RMA, or prompts for partial handling when some authorized quantity is not received. |
Print Credit Memo |
Opens the credit memo PDF after an RMA is completed. |
What happens behind the scenes
Opening an RMA detail reads the RMA header and line records.
Completing or partially receiving an RMA records received quantities. If received quantities are less than the remaining authorized quantities, PAX asks whether to keep the RMA open for more items or close with the received quantity.
The Delete RMA button calls the cancellation workflow. PAX marks the RMA as Cancelled and blocks cancellation if the RMA is completed or has posted receipt quantities.