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Dec 8, 2009

Step by Step details about how to Create RMA in Oracle Order Management

In this blog I will expkain how to create RMA in Oracle Order Management , I am taking the case of creation of Return Sales Order with Receipt and Credit Memo.

1.Create New Sales Order with Order Type = "Return Only . ( we can take Mixed or any other that allow return line)

2.Since Header Order Type is "Return Only", based on the transaction Type Setup ,  System will default Line Type .In transaction type set the Default RMA = "Return (Receipt)" , with this Setup system will populate the Line Type = "Return (Receipt)"  , enter other details like
Item #
Qty etc.

3.Go to Return tab ( Lines) and Enter Return Reason (There is LOV for Return Reason select any relevent value from LOV ).
4.Book the RMA.

5.Requery the RMA , check the Line Status , It should be "Awaiting Return".

6.Select Receipt (Purchasing Responsibility)

7.Goto Customer Tab and Enter the RMA Num .

8.Press Find Button.

9.Ignore the receipt Header , and go to Receipts form

10.Select the line

11.Press Save,System will ask for the Sub Inventory.Best bet is enter "Stores" ( Here I am taking the case Routing = Direct Delivery)

12.Press Save Button. Save action will automatically submit the "Receiving Transaction Processor (RTP) concurrent Program.

13.Check Order line status , it should be "Returned".

14.Go to View > request . Submit Concurrent Program "Workflow background Process"
              with Item Type = OM Order Line
              Process Deferred = Yes
              Process Timeout = No.

Query Order line again , Staus Sould be "Closed"

15.Step # 14 also submit "Autoinvoice" concurrent Program.
16.Goto Transaction (Receivable Reposnsibility)

            Go to Find Window
             Enter Sales Order # in Sales Order Number Field
             Press Find
System should dispaly your Invoice (Credit memo)

Examine the Invoice and you are good to go.

7 comments:

  1. Thanks very helpful

    ReplyDelete
  2. thanks..very helpful,concise and easy to understand

    ReplyDelete
  3. I have a RMA which is having CLOSED status with order date 25 May 2005, & Credit Memo date 12 Aug 2005

    Credit Check Failure Hold is applied in this RMA on 16 Jan 2009 - How will i release this hold?
    as this RMA is apperaing in 'Hold Source Activity' Report.

    Please Help

    ReplyDelete
  4. With RMA is Closed and Credit Memo is created , Credit Hold has no significance .Only Solution at this moment is back end update to update the Hold flag and make this hold as RELEASE ( I guess you need to mark the Release flag = Y , I am not sure about the exact column name).But as we all know Oracle don't recommend any direct DML on based table , so best option we have is just open an SR and ask oracle for data fix .

    One Question ...why we have Credit Check hold on an RMA?

    Regards

    ReplyDelete
  5. Thank you for providing step by step process, it is really helpful.

    ReplyDelete