RMA - Return Material Authorizations in Apps R12

RMA - Return Material Authorizations in Apps R12

Return Material Authorizations (RMA) in Order Management

Order Management provides advanced tracking of your return material authorizations (RMA). Returns product from a customer occurs for a variety of reasons including damage, shipment error, or sampling. Return material processing functionality enables you to manage customer expectations while controlling inventory receipts and customer credit processing in order management module.

Here let us perform two Types of RMA:

11.   RMA from the same Sales order Number :

22.  RMA from the difference Sales Order Number:

Customer: Hori Store

Customer Number: 7589

Order Type: DCMBL-Local

Price List: DCMBL-Local Price List-02.10.2019

Item Code: FG20000895

Warehouse: 071   (DCMBL F.Karim)

1.     RMA from the same Sales order Number :

Order to Cash Cycle(Process) steps

1.                 On hand Quantity Check

2.                 Enter the sales order

3.                 Book the sales order

4.                 Launch Pick Release

5.                 Pick Confirm (Move order)

6.                 Ship confirm

RMA Cycle(Process) Steps

1.     Creating a Return using the Copy Function (RMA with Credit)

2.     RMA Receipt

3.     Viewing the status of RMA

4.     Close RMA

Steps: 1.

On hand Check:

Navigation: Inventory Super User ->On-hand, Availability -> On-hand Quantity ->

Enter the Sales Order:

Navigation: Order Management Super User ->Orders, Returns -> Sales Orders ->

Enter the Customer details (Ship to and Bill to address), Order type, Price List, Salesperson.

Go to “Others” Tab and Enter the Payment Terms, Sales Channel, Warehouse.

Then go to “Line Items” Tab and Enter the Ordered Item, the quantity required.

You can check if the item to be ordered is available in the Inventory by clicking on Availability Button.

Then Save the work.

In Oracle, Order information is maintained at the header and line level data.

Steps: 2.

Book the Sales Order:

Book the Order by clicking on the “Book Order” button down the sales order screen.

Steps: 3.

Launch Pick Release:

Navigation: Shipping  -> Release Sales Order - > Release Sales Orders.

search sales order -> Pick release process completes successfully.

Steps: 4.

Pick Confirm the Order: (Move order )

Navigation: Inventory Super User -> Move Order -> Transact Move Order

Search with Move Order Number.

Close Transact move order form then

1.                 Go to order organizer form -> search SO number -> additional info -> deliveries tab > pick status > Staged / Pick confirm

2.                 -> view delivery details button -> Delivery line details button ->

1.                 Line status : Staged / Pick confirm

2.                 Next step  field value : ship confirm

Steps: 5.

Ship Confirm the Order:

Navigation: Order Management Super User>Shipping >Transactions.

Query with the Order Number.

Click on Delivery tab shows > click Ship confirm button

PSG CX-2 Sales Order Report

PSG CX2 Delivery Challan

On-hand Quantity Check:

RMA Cycle (Process) Steps

Start the RMA Order:

Let’s assume that we have returns for 5 quantities from 10 in Warehouse: 071   (DCMBL F.Karim).

Note: The Quantity become negative once you create the RMA.

Navigation: Order Management Super User ->Orders, Returns -> Sales Orders ->Actions->Copy->

Select the DCMBL-RMA with Credit and Check box Yes (Display New Orders After Copy)

Now Go to “Copy Lines” tab and write down Return Reason like Cancellation then click on OK button.

Now the status becomes “Booked” as below.

Show the RMA Number like ”2019000012”

Show the Order Source reference Number old Sales Order Number “2019013564”.

Now enter the RMA Quantity and save this.

Book the RMA Order:

Book the Order by clicking on the “Book Order” button down the sales order screen.

Now that the Order is BOOKED, the Sales order status on the header is change accordingly “Booked”.

Check another person RMA Notification approver, then he is approve then status show “Awaiting Return”

Approve and now the status becomes “Awaiting Return” as below.

Check for On-hand Quantity.

Receiving the Returned quantity (RMA Receipt):

NAVIGATION: Purchasing -> Receiving -> Receipts->

Or,

NAVIGATION: Inventory ->Transactions-> Receiving ->Receipt

Now Go to Customer Tab and give the RMA number (Sales order number # 2019000012)

Click on Find

Check the Check box and save. (Received to Stores Sub inventory here)

Note that you have received the five (5) quantity

Check the Check box and click on Inspect button.

Then Enter Quantity (5) , Comments (Ok), Ins Res (Accept) then click on OK button and save.

Now Go to Customer Tab and give the RMA number (Sales order number # 2019000012)

Click on Find. Check the Check box and Enter the Subinventory (FG), Enter the Locator and Click on “ Lot-Serial ” button.

Enter the Lot Number, Quantity then click on “Done” button and Save.

Now Query the Sales order and check the order line status and now it will be as “Closed”

******************************End of RMA******************************

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