In the Software Vertical Contract Renewals SuiteApp, removal of contract items is processed through return authorizations (RMAs). You can issue returns for items at any time during a contract’s term. Return or Removal of an item from contract is known as Downsell.
Method:1: From Sales Order Record
We can process contract item returns from the contract record or from the sales order associated with the contract.
Go to Transactions > Sales > Enter Sales Orders > List.
2. Click the View link next to the sales order that contains the contract items that you are returning.
3. On the sales order form, click the Authorize Return button. A return authorization opens, with the items and other information from the contract sales order automatically filled in.
The end user is selected in the End User field.
The Order Type field is automatically set to Contract-Downsell.
The contract is selected in the Contract field.
The contract items are shown on the Items subtab. The header dates on the RMA match the date and term fields on the sales order.
4. Adjust the items listed on the Items subtab to show only the items and quantities you are issuing a return for.
Method :2: From Contract Record
1.Open the contract record.
2. On the contract record, click Edit.
3. On the Contract Items subtab, check the box in the Process column and click OK for each item that you want to return. To check the Process box for all contract items, click Mark All. To clear the Process box for all contract items, click Unmark All
4. Click the Create Down-sell RMA button. A progress bar appears while the RMA is being created in the background. When the RMA is created, the page redirects to the RMA record in edit mode, with the contract items for return automatically added on the Items subtab.
5. On the Items subtab of the return authorization form, set the quantity of the contract items that you want to issue a return for. Also, verify that the other details of the contract items are properly set. For a return to be valid, the items and rates on the return authorization must match the items and rates on the contract.
6. Click Save. The page refreshes and reloads the RMA in view mode