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ID649 - RMA Summary for Returned Supplies Overview & Sample:

This alert provides a simple summary of Open RMA orders where the type is NOT Return. 

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

This alert provides a summary of all open RMA returns currently in e-automate, where the order type is NOT set to Return. This is designed for clients who use a process to separate out defective supply returns from other returns. If you do not use such a practice, you can subscribe to ID650, which will provide a daily summary of all open RMAs of OrderType 'Return'.  Click here for the post on ID650.

 

Run Schedule:  Daily at 9 AM

Type of Output: Email

 

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Sample

Sample

ID649.jpg

 

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Variables

Variables

This alert has no variables.

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Alert Functionality

Alert Functionality

This alert reports all orders matching the following criteria:

  1. The order number begins with RMA.

  2. The status is Open.

  3. The RMA Type is not set to Return.

649_sample.png

The list of RMA order types can be found in Tools - Lists and Codes - RMA order types:

650_rmaordertypes.png

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Best Practices & Tips

Best Practices & Tips

1. See the documentation here for an overview of RMA orders.

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Related Alerts

Related Alerts

ID650 - RMA Summary for Open Return Orders

 

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This simple alert will provide a daily summary of Open SOs for defective supplies returned (defining those as SOs with RMA in the SO# and OrderType not Return). 

Sample Output includes: Sales Order Number, Date, Customer Name, Total, Creator ID, Create Date, Order Status, Order Type, Description.

 

This alert has no variables.

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