Save Default Values for RMA Entry and RMA Receipts Entry

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You can save default values for fields in RMA Entry and RMA Receipts Entry to use during the current data entry session.

After saving default values for the current session, you can also save default values for future sessions. For RMA Entry, you can save default values for the RMA Number, RMA Date, Expire Date, Inspect on Receipt, Apply Restocking Charges, Print Customer RMA, Print RMA Receiver, Return To, Return Via, Return Reason, Customer Return Action, Item Return Action, and Vendor Return Action fields for future sessions. For RMA Receipts Entry, you can save default values for the RMA Number, Receipt Date, RMA Date, Apply Restocking Charges, Inspect on Receipt, Return To, Return Via, Return Reason, Customer Return Action, Item Return Action, and Vendor Return Action fields for future sessions.

Default values are stored by user logon (if security is enabled) or workstation (if security is not enabled).

 

Use one of the following methods to save default values for Return Merchandise Authorization data entry fields:

 

To save default values for RMA Entry

  1. Select Return Merchandise Authorization Main menu > RMA Entry.

  2. Click Defaults.

  3. In the Default Values for RMA Entry window, enter the information to save as default values in the RMA Entry window. For more information, see Default Values for RMA Entry – Fields.

  4. Click OK. If you did not change the values of the Expire Date, Inspect on Receipt, Apply Restocking Charges, Print Customer RMA, Print RMA Receiver, Return To, Return Via, Return Reason, Customer Return Action, Item Return Action, or Vendor Return Action field, you are returned to the RMA Entry window.

  5. If you changed the values of the Expire Date, Inspect on Receipt, Apply Restocking Charges, Print Customer RMA, Print RMA Receiver, Return To, Return Via, Return Reason, Customer Return Action, Item Return Action, or Vendor Return Action fields, a message appears asking if you want to save these values for future sessions.

  6. If you want to save these values for future sessions, click Yes. The default values in the Next RMA No. and RMA Date fields are not saved for future sessions.

  7. If you do not want to save these values for future sessions, click No.

Default values are saved for the current RMA Entry session or for the current and future RMA Entry sessions.

 

To save default values for RMA Receipts Entry

  1. Select Return Merchandise Authorization Main menu > RMA Receipts Entry.

  2. Click Defaults.

  3. In the Default Values for RMA Receipts Entry window, enter the information to save as default values in the RMA Receipts Entry window. For more information, see Default Values for RMA Receipts Entry – Fields.

  4. Click OK. If you did not change the values of the Receipt Date, Apply Restocking Charges, Inspect on Receipt, Return To, Return Via, Return Reason, Customer Return Action, Item Return Action, and Vendor Return Action fields, you are returned to the RMA Receipts Entry window.

  5. If you changed the values of the Receipt Date, Apply Restocking Charges, Inspect on Receipt, Return To, Return Via, Return Reason, Customer Return Action, Item Return Action, and Vendor Return Action fields, a message appears asking if you want to save these values for future sessions.

  6. If you want to save these values for future sessions, click Yes. The default values in the Next RMA No. and RMA Date fields are not saved for future sessions.

  7. If you do not want to save these values for future sessions, click No.

Default values are saved for the current RMA Receipts Entry session or for the current and future RMA Receipts Entry sessions.