Returns in Advanced SaaS Metrics
Returns of merchandise (RMAs) can be entered for sales orders, invoices, or for CSV imported records. The SuiteApp processes these returns and includes them as downsell amounts in the SaaS Metrics dashboard.
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Sales Orders and Invoices – Returns for sales orders and invoices are handled the same way. The SaaS MR Create Contract Transaction script processes the RMAs as returns or downsell amounts if they meet the following criteria:
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Has a status of Approved
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Has a date that is within the start and end dates of the sales order or invoice
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Is attached to the accompanying sales order or invoice
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CSV Import – The SaaS MR Create Contract Transaction script processes returns in the CSV imported file if they meet the following criteria:
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Has a date that is within the start and end dates of the transaction where the RMA was created from
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Is attached or linked to the transaction where the RMA was created from
To link the RMA to the transaction record:
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Create a column in the CSV import file with RMA Created From as the column header.
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Populate the RMA Created From column with the transaction number of the transaction record where the RMA was created from.
For more information, see Entering Returns Through CSV Import.
Parent transactions, such as the transaction where the RMA was created from, must be imported first before importing the accompanying returns (RMAs). After the parent transactions and returns have been imported, they must be processed together in the Process CSV Import section of the SuiteApp. For more information, see Processing CSV Imported Records.
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