-How do you Adjust an RMA that is currently a refund, exchange, or warranty into a Credit?

Do you need to change an refund or exchange into a Credit?

Please take note, if the item has already been "Processed", you will not be able to do this. Once "Processed" is clicked the return is finalized.

  1. Navigate to the Originate Module or Click Here.
  2. Type the RMA search criteria into the "Search Returns" field. 
  3. Click on the RMA number or the magnifying glass for the RMA you want to adjust.
  4. Once the RMA is produced in Originate, click on Actions and select Adjust Return
rma adjust4


5. The screen will change. "Originate - Adjust RMA" will appear in the left corner.

6. Click on Return Reason and select Credit



7. Click on Actions and select Save.

8. Please note, the following step will not apply if the original RMA was NOT an exchange or a warranty.  A new window will appear.  Select to Remove the Draft since there will no longer be an exchange .


9. Click on Approved.           



10. Finish the refund by clicking Process and then clicking Yes. This will mark the RMA as processed.