6 Return Merchandise Authorization

The Return Merchandise Authorization (RMA) process occurs when the customer wants to return the merchandise without visiting the store.

In order to implement the RMA process, the fiscal management system and warehouse management system applications have to be integrated with a third-party Customer Order Management (OM) system.

Based on the information provided by the Order Management system, ORFM creates the inbound Nota Fiscal for RMA. Send this inbound Nota Fiscal to the customer authorizing the return.

After the RMA records are uploaded in the fiscal management system, the records are visible in the RMA NF Creation screen.

This chapter covers the following section:

• Business Flow

Business Flow

1. Create a schedule and select the required RMA records to create the NFs for RMA.

2. Create the NF in worksheet status, and link it to the schedule.

   
   

   Note: The status of the RMA record is changed, and the RMA record is not available for NF generation again.

   
   

3. Validate the NF either manually or automatically. The validation depends on the auto-approve parameter for the utilization for that NF. If the Auto-approve parameter for the utilization is set to 'y', then the NF is validated automatically. Otherwise, the validation has to be done manually.

4. After validation, the status of NF changes to Pending for Receiving. The customer returns the RMA with the merchandise.

NF Processing for RMA

To process NF for RMA, do the following:

Navigate: From the RMS Start Menu, select Fiscal Management, then Login of Location. The Location Login window appears.

1. In the Location Login window, select the store or warehouse for receiving/issuing of the fiscal document. Click the LOV in the Location field to obtain the list of stores or warehouses. Select the location, and click OK.

2. In Contents Of Fiscal Management, click Receiving/Issue. In Contents Of Receiving/Issue, click Edit. The Receiving/Issue Schedule window appears.

   Figure 6-1 Receiving/Issue Schedule window

   
   

3. Click Add. A new schedule is created in worksheet status.

4. Click Fiscal. In the Fiscal Docs Find window that appears, click RMA. In the RMA NF Creation window that appears, select the RMA documents that are to be added to the schedule.

   Figure 6-2 RMA NF Creation Window

   
   

5. Click Add to Schedule. The selected documents are displayed in the Fiscal Docs Find window with the status Pending for Receiving.

   Figure 6-3 Fiscal Docs Find Window

   
   

6. Select one of the documents and click OK. The Fiscal Documents window appears with all the values of that particular document.

   Figure 6-4 Fiscal Documents Window

   
   

7. After RMA processing is complete in the Order Management System, the updates are sent by the Order Management System to the ORFM application to close the Nota Fiscal for RMA.

8. After the application receives all the Nota Fiscals in an inbound schedule for RMA, the status of the inbound schedule is changed to Approved.