In the Sales Orders section, we have an SO that needs to be returned. I tried to create an RMA but the button was grayed out on the Sales Order. How do I activate the button so I can go through the RMA wizard.
The "Create RMA" button will not enable unless the Sales Order has been fulfilled. If you go to Sales > Sales Orders and select an order with the status "fulfilled", but Create RMA button should be enabled. To fulfill a sales order, an invoice must be generated and a shipping method must be selected (whether it be shipped with a label generated in the sytem, out of the system, or a client pickup)
For more information on RMA's, read this article Creating an RMA and Understanding RMA Types
Here are examples of RMA types:
- Shipping an Advanced Replacement RMA
- Process an Advanced Exchange RMA