Company Finance RMA Tab

The RMA tab in Company Finance lists every Returned Merchandise Authorization associated with the selected company. The list defaults to open RMAs.

• To open an RMA, select its Tag #.
• To create a new RMA, select the New Item icon in the toolbar.

To change which RMAs are shown, customize the list view using ConnectWise’s column and filter controls.

Column reference

Column	Description
Tag #	The RMA tag number. Select it to open the RMA record.
Status	Current RMA status. Possible values: All Open, Credit Received / Closed, Part Received / Return to Client, Part Received / Return to Inventory, Parts Out of Warranty / Closed, Open, Pending Credit from Vendor, Pending RMA from Vendor, RMA Received / Part Shipped, Waiting on defective part from field.
Summary	Short description of the RMA.
Returned By Company	The company returning the merchandise. This field determines which company’s RMA tab the record appears under.
Going To	Destination for the returned merchandise.
Warranty Vendor	The vendor handling the warranty claim.
Product ID	Identifier for the returned product.
Product Description	Description of the returned product.
Sales Order #	Populated if the RMA originated from a sales order.
Ticket #	Populated if the RMA originated from a ticket.
Project Name	Populated if the RMA originated from a project.
Invoice	Populated if the RMA originated from an invoice.
Vendor Action	The action taken by the vendor.
Ship Method	Shipping method for the RMA.
Expected Ship Date	Expected date of shipment.
Location	Location associated with the RMA.
Department	Department associated with the RMA.
Date Entered	Date and time the RMA was created.
Last Update	Date and time the RMA was last modified.
Updated By	Member who last edited the RMA.