FSM Mobile Return Processing

FSM Mobile Return sends stock from the employee's Field Service Location to another location. This stock transfer does not create a customer return authorization.

NetSuite Locations must be enabled, and the account's configuration must make Return available for the relevant task. For the workflow and record prerequisites, see FSM Mobile Stock Transfers.

Return loads outgoing transfer orders linked to the current task and employee, with the employee's location as the source. When a Return is created, it uses Pending Fulfillment as its NetSuite transaction default and enables automatic fulfillment.

The item controls provide available bin, lot, and serial-number selections for the employee's location. Serial selections each contribute one unit to the fulfillment assignments. Selecting more serial numbers than the entered quantity increases the submitted quantity to the serial count. A lot or bin assignment carries the entered quantity. Required inventory details must agree with the stock being issued.

Automatic fulfillment processes eligible lines. Missing required inventory details can leave a line unfulfilled. A saved transfer order, or a successful FSM Mobile synchronization response, does not by itself establish that every return line was shipped.

Changing or Deleting a Return

With automatic fulfillment enabled, synchronizing a Return update first deletes all item fulfillments linked to that transfer order. FSM then saves the order changes and attempts a replacement fulfillment. This replacement is not limited to fulfillments created by the current task or employee.

Deleting a saved Return through this path also attempts to delete its linked fulfillments before deleting the transfer order. NetSuite restrictions can prevent later steps from succeeding.

Warning:

A failure after fulfillment deletion can leave the transfer order in NetSuite without its earlier fulfillments. An order save can also succeed before replacement fulfillment fails. The order and its related fulfillments are separate processing results.

When automatic fulfillment is disabled, this Return synchronization path does not delete or create item fulfillments. Separate fulfillment arrangements determine the shipment result.

Related Topics

General Notices