Creating a Sales Order for a Repair Claim

Repair claims for assembly items need a sales order to track outgoing inventory. On the sales order, you can add repaired items, replacement parts, or extra services needed for the repair.

Important:

If you have the Close RMA Upon SO Creation preference enabled, an RMA closes automatically even if all items haven't been received yet. When you create a sales order for partially received items, you can't receive more items on the item receipt. For more information about the preference, see Setting Warranty Preferences.

To review the setup needed for repair claims, see Creating Repaired Items.

For instructions on accessing an RMA from a claim or item receipt, see Managing Refund, Repair, and Replacement Claims.

To create a sales order for a repair claim:

1. On the Return Authorization page, click Create SO. A new Sales Order form is displayed.

2. On the Sales Order page, the required fields fill in automatically with details from the RMA.

   For more information about creating a sales order, see Creating Sales Orders.

3. On the Items subtab, make sure you check the box in the Create WO column for the repaired item.

   Tip:

   Keep all repaired items unchanged on the sales order. If you replace or remove a repair item, you won't be able to submit the sales order.

4. Click OK to save the line item.

   If you want to add line items for replacement parts or additional services, click Add and enter the details in the new line item.

5. Click Save.

When you save the sales order with Pending Approval status, it's submitted for approval. You can track the sales order on the claim's Related Records subtab and on the RMA in the Replacement SO No. field.

After a sales order is approved, the work order number appears on the Items subtab. In the Create WO column of the warranty line, click the work order number link to open the Work Order form. Work orders show up in the Related Records subtab of the claim.

When you create a work order for a repair claim, you can review the repaired items you assigned to the assembly items. For more information, see Setting Warranty Information on Items.

For more information about work order processing and other required forms, see the following topics:

• To enter a work order, see Entering an Individual Work Order or Assembly Work Orders.

• To enter an assembly build, see Building Assembly Items.

• To create an item fulfillment, see Order Fulfillment.

Related Topics

• Managing Refund, Repair, and Replacement Claims
• Creating a Credit Memo for a Refund Claim
• Creating a Sales Order for a Replacement Claim

General Notices