One of your ideas has been delivered from your suggestion.Ensure a Match Between the Lot or Serial Number Received for a Referenced RMA and the Lot or Serial Number Shipped

Accepting customer returns is an essential aspect of business, even though it might not be desirable for customers to return goods they've purchased. When dealing with these returns, it's crucial to verify that the returned item is the same one you initially shipped to the customer. This process ensures that the lot or serial number associated with a referenced Return Material Authorization (RMA) order, corresponds to the one shipped on the original sales order.

Previously, this required your customer service representative to specify the lot or serial number on the RMA during its creation, which wasn't always feasible or convenient. In this update, you can now validate that the lot or serial number received against the RMA matches with the shipped lot and serial number, even if it isn't explicitly stated on the RMA.

The following attributes in Receiving Parameters task defines the validation criteria: 

1. RMA Validate Lots

Choices include:

  • Restricted - Lot field is a list of values.
    • If Lot values are captured during RMA creation - Show only lots entered during RMA creation.
    • If Lot values are not captured during RMA creation but RMA has sales order reference - Show shipped lots from the original sales order.
    • If Lot values are not captured during RMA creation and RMA is unreferenced - Show all lots for the item in the organization.
  • Restricted with Warning - Lot field is a text box.
    • If Lot values are captured during RMA creation - Validate against lots entered during RMA creation; show warning if mismatch.
    • If Lot values are not captured during RMA creation but RMA has sales order reference - Validate against shipped lots from the original sales order; show warning if mismatch.
    • If Lot values are not captured during RMA creation and RMA is unreferenced - Validate against all lots for the item in the organization; show warning if mismatch.
  • Unrestricted - Lot field is a text box; enter any lot number.

2. Validate Serial Numbers

  • Checked - Serial field is a list of values.
    • If serial values are captured during RMA creation - Show only serials entered during RMA creation.
    • If serial values not captured during RMA creation but RMA has sales order reference - Show shipped serials from the original sales order.
    • If serial values not captured during RMA creation and RMA is unreferenced - Show all serials for the item.
  • Unchecked - A text box or list of values based on serial control.

This feature ensures a more efficient and accurate return process, maintaining customer satisfaction while safeguarding your business.

Steps to Enable

Follow these steps to enable or disable this feature:

  1. In the Setup and Maintenance, search for and select the Receiving Parameters task.
  2. On the Receiving Parameters page, select the RMA validate Lots and select the Validate serial numbers check box.
  3. Click Update.

Key Resources

  • Oracle Fusion Cloud SCM: Using Inventory Management guide, available on the Oracle Help Center.

Access Requirements

Users who are assigned a configured job role that contains these duty roles or privileges can access this feature:

  • Receive Goods Using Responsive Receiving (ORA_RCV_RECEIVE_GOODS_PWA_DUTY)
  • Put Away Goods Using Responsive Receiving (ORA_RCV_PUT_AWAY_GOODS_PWA_DUTY)
  • Receive Receiving Shipment Line (RCV_RECEIVE_RECEIVING_SHIPMENT_LINE_PRIV)
  • Put Away Receiving Receipt (RCV_PUT_AWAY_RECEIVING_RECEIPT_PRIV)

These duty roles and privileges were available prior to this update.