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 merchandise management system (RMS) and warehouse management system (WMS) applications have to be integrated with a third-party Customer Order Management (OMS) system. OMS is the application that is responsible for managing customer orders throughout their lifecycle and communicates with WMS and RMS and other applications the details of customer orders for fulfillment, sales and return processing. Once the return authorization is sent to WMS, it is expected that the information related to the physical receiving of the goods is sent from WMS to RMS and OMS. Based on the physical receiving, OMS will provide information to ORFM for the generation of the inbound Nota Fiscal for RMA.

This chapter covers the following section:

• Business Flow

Business Flow

1. In case the integration with OMS happens through web service, the RMA NF will be created in worksheet or approved status, depending on the configuration for auto-approve in RMA utilization.

2. 
   

   Note: 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.

   
   

3. Validate the NF either manually or automatically.

4. Approve the NF if applicable. The NF changes to NFe Pending. Once the NFe integration returns the NFe approval, the NF will be in Approved Status.

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 issuing 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 Fiscal Documents. In Contents Of Fiscal Documents, click Fiscal Documents. The Fiscal Find window appears.

   Figure 6-1 Fiscal Find Window

   
   

3. Click Action. From the LOV, select Edit.

4. Use the filters to search for RMA NFs to work.

   Figure 6-2 Fiscal Find Search Results Window

   
   

5. Click Detail in the selected RMA NF. The selected document is displayed in the Fiscal Docs Header window.

6. Figure 6-3 Fiscal Documents Window

   
   

7. Depending on the status of the RMA NF, you can either validate or approve it and follow the next status flow.

   
   

   Note: The RMA NF steps of the above flow does not depend on the integrations between OMS and RMS/WMS that are part of the base RMA process, however it is expected that the steps required in base process happen even in a localization scenario. The inventory updates in WMS and RMS that are the result of these base integrations are expected to happen irrespectively of the RMA NF flow. The RMA NF will not update inventory, nor will have any impact on the RMS inventory postings (trandata). Approved NFs can be taken by FM TRANDATA and financial posting batches. Once RMA NF is in FP status, it will be enabled for fiscal reporting.