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How to Look Up Existing RMA Numbers

Grid Setup – Work with Return Material Authorization Screen

  • Move & Save the Following Columns to the Front of your Grid:
    • RMA No
    • Requested Date (RMA)
    • Original SO Number
    • Original Claim/PO Number
    • Original Inv Nbr
    • RMA Item Number
    • RMA Quantity
    • RMA Description
    • Last Disposition
    • Sales Order Number
    • Sales Order Type

Choose Any RMA Screen

Choose one of the following* from Favorites or Navigator (CBS Menu > Sales Order > Credit/Debit Entry):

* All RMA Numbers can be Found no Matter which one is Chosen

Using Original Order Number

  • Plug original order number into
  • Replace either the R8 or R9 Found in 2nd Field with an *
  • Click FIND
  • Info will Display in Grid

Using Original PO Number

  • Plug Original PO number into
  • Replace either the R8 or R9 Found in 2nd Field with an *
  • Click FIND
  • Info will Display in Grid

Using Invoice Number

  • Plug Original Invoice Number into
  • Replace either the R8 or R9 Found in 2nd Field with an *
  • Click FIND
  • Info will Display in Grid

Using Customer Number (Bill to)

  • Plug Bill to Number into “Customer” field
  • Replace either the R8 or R9 Found in 2nd Field with an *
  • Click FIND
  • Info will Display in Grid
  • Check these fields to Identify Correct RMA

Using Replacement or CN Confirmation Number

  • Plug Replacement or CN Number into
  • Replace either the R8 or R9 Found in 2nd Field with an *
  • Click FIND
  • Info will Display in Grid

Find Replacement or Pending Credit Number Using RMA

  • Plug RMA into
  • Replace either the R8 or R9 Found in 2nd Field with an *
  • Click FIND
  • Info will Display in Grid
  • Check & Fields for the RL or CN Number