Learn how to set up and manage Return Material Authorization (RMA) types in Onfinity ERP. This video walks you through configuring product return categories, linking them to customer and vendor returns, and using them for reporting and analytics.
RMA type configuration is essential for any organization that manages product returns. Without proper categorization, returns become difficult to track, audit, and process. This video shows you exactly how to define return reasons—whether faulty items, warranty claims, or other categories—so your team knows how to handle each return correctly.
THIS VIDEO IS FOR
Supply chain managers implementing return processes
Finance and operations teams managing vendor and customer returns
ERP administrators setting up master data
Organizations standardizing their returns workflows
USE CASES
Creating faulty product return categories
Setting up warranty return classifications
Configuring return reason codes for reporting
Linking RMA types to customer return transactions
Managing vendor return authorizations
Watch this training to understand RMA type purpose, explore the key fields in the master screen, and see how to create, modify, and deactivate return categories within your ERP system.
Ready to configure your RMA types? Book a demo with our team to see how Onfinity handles your complete returns process:
RESOURCES AND LINKS
TIMESTAMPS
00:00 Introduction to RMA type configuration
00:45 What is Return Material Authorization
02:15 Understanding RMA type purpose and examples
03:30 Navigating to the RMA type screen
05:00 Creating a new RMA type record
06:45 Adding descriptions and comments
08:00 Deactivating RMA types
09:15 Linking RMA types to customer returns
10:30 Conclusion
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