1 Reply Latest reply on May 11, 2012 5:12 AM by BruceHerbach

    Help with an RMA

    nella

      I created an RMA and I need help with some of the finer points.

      In the RMA I record the customer’s purchase order amount.

      I would like to have a grand total of all returned purchase orders for each customer and a final tally for all returned purchase orders.

      I'm thinking this may be best in a report layout.

       

      When a product is returned, we issue a credit against the invoice, remake the product and reissue an invoice.

      None of this needs to be recorded in the RMA.

      We do not restock returned products, we recycle them.

       

      Thanks

        • 1. Re: Help with an RMA
          BruceHerbach

          Hi

          If you include the amount of the refund and the ID for the Customer,  you should be able to do a Subsummary report showing the total amount returned by Customer with a grand total of all returns.  Add a Summary field for amount that is based on a sort by Customer ID.  Set up the layout and sort by the Customer ID.

           

          HTH

          Bruce