Comprehensive RMA Form + PDF Report

RMA Case Details

RMA Case Type

Priority

Status

Created Date/Time

Last Updated

Internal Ticket #

Technician Name

Technician Email / Phone

Client / Company Name

Client Account / Customer ID

Primary Contact Name

Primary Contact Email

Primary Contact Phone

Site Address / Location

Site Access Notes

Vendor / Manufacturer

Vendor Support Contact / Portal

Vendor Case #

Contract / Support Level

Warranty Status

Purchase Date

Warranty Expiration

PO / Invoice #

Device Type

Device Role / Use

Make

Model

Asset Tag

Serial Number

Part Number (PN)

MAC Address (if relevant)

Firmware / BIOS Version

OS / Platform

IP Address (if relevant)

Issue Category

Problem Description (customer-facing summary)

Error Messages / Codes / Logs (paste excerpts)

Impact Assessment

Troubleshooting Performed

Diagnostics Results

Proof of Failure Available?

Proof Details

Parts / Items Included in Return

Add line items for multiple parts, accessories, or subcomponents being returned.

Item Type	Qty	Part #	Serial #	Description / Notes

Replacement Type

Advanced Replacement Needed?

Business Justification

Data Handling / Security Notes

Decommission / Config Backup Notes

Shipping From (Name / Dept)

Shipping From Email / Phone

Shipping From Address

Ship To (Vendor / Depot Name)

Ship To Attention / Dept

Ship To Address

Carrier

Tracking # (Outbound)

Tracking # (Return / Replacement)

Packaging Notes

Attachments / Evidence List (filenames or links)

Notes / Vendor Conversation Log

Client Approval (Name)

Client Approval Date

Technician Signature

Tip: sign with mouse/finger. Signature is embedded into the PDF.

Internal QA Checklist

Quick “did we cover everything?” checkboxes (included in PDF).

Serial/Service Tag verified Warranty/contract checked Diagnostics run / recorded Data handling documented Packaging instructions captured Client approval captured (if required)

Quick Summary & Tools

Required fields: — Parts lines: 0 Signature: No

Generated Ticket Summary (auto)

RMA Timeline (optional)

Internal Cost Tracking (optional)

Tip: If your environment blocks CDNs, download the jsPDF + AutoTable scripts and host them locally, or paste them inline.