User Guide

Changes and New Features in Return Material Authorization
26 Sage Accpac ERP Extended Enterprise Edition
• For returned items that use serial numbers or lot numbers issued using
version 5.5, or earlier versions, you must issue a credit note in Order
Entry.
• For returned items that use serial numbers or lot numbers that were
assigned using the Serial/Lot Reconciliations form in Inventory Control,
you must issue a credit note in Order Entry.
New Reports of Serial Numbers and Lots
We added new reports of serial numbers and lot numbers used in RMA
documents. The Serial/Lot Number Report form (available in the Analytical
Reports folder) lets you print separate reports for lotted items and
serialized items.
Enhanced Comments Options for RMA Templates
The RMA Templates setup form includes the following enhancements:
• We have renamed the option to copy comments to credit notes Copy
RMA Comments To Unmatched Credit Notes.
• We have added an option, Overwrite RMA Comments On Matched
Credit Notes. This option is available only if you select the option
Match Credit Note To Invoice.
Improved Validation in RMA Authorizations Setup
The Authorizations form checks the Authorized By User ID against existing
RMA Templates. You cannot delete the Authorized By User ID if the user is
currently specified in an RMA template.
Enhanced Return Authorization Entry
Version 5.6 includes the following enhancements to Return Authorization
Entry:
• We have added a new Customer tab that includes key information
from the A/R customer record.
• You can import RMAs that already have assigned document numbers.
• You can insert required optional fields automatically.
• You can use alternate items on returns, as you do in Order Entry:
a. Enter an item number in the Item No./Misc. Charge field, then
leave the field.