Redwood: Specify Lot and Serial Numbers on Return Order Lines

Provide lot and serial numbers of returned items for referenced and unreferenced return lines. Use this feature to select the lot or serial from the original order for referenced returns when you receive the returned item in the warehouse. You can also use it to select a lot or serial for an unreferenced return.

Realize these benefits:

  • Speed up receiving. Use a constrained picklist so you can only select serials and lots that are valid. Remove the need to manually verify serials and lots. Improve accuracy in Oracle Inventory so you can trace an item's history and aging for lot controlled items.
  • Improve accuracy. Capture the correct serial and lot when you create the return material authorization to prevent errors and mismatches. If you create more than one return authorization, then Order Management prevents you from selecting a serial that you already selected in earlier returns, and it also makes sure the total quantity returned for a lot doesn't exceed the quantity shipped on the original order.
  • Strengthen warranty decisions. Match returned serials to the original sales order to confirm the warranty, and also to make sure it's eligible for the service contract.

Create Referenced Returns When Item is Serial and Lot Controlled

  1. Go to Home > Order Management > Order Management (New) > Sales Orders.
  2. Search for a sales order that contains an item where serials and lots control the item, and that you have shipped and billed.
  3. Create a return for that order. Make sure you select the return warehouse:
    Return order
  4. Select the line that has your item that serials control, then click Manage Lot and Serial Numbers. The dialog displays the list of serial numbers that Order Management shipped for the original order. Select the serials, as needed:
    Select serials in Manage Lot and Serial Number drawer
  5. Select the line that has your item that’s lot controlled, then click Manage Lot and Serial Numbers. The dialog displays the list of lot numbers that Order Management shipped for the original order:
    Select lots in Manage Lot and Serial Number drawer
  6. Select the lots and specify the quantity to return for each lot, as needed:
    Lot details
  7. Submit the return order.

Create Unreferenced Returns When item is Serial and Lot Controlled

  1. Create an unreferenced return. Make sure you select the return warehouse.
  2. Use the Manage Lot and Serial Numbers dialog for the serial controlled item. The attribute displays the list of serials shipped:
    Select lot and serials in Manage Lot and Serial drawer
  3. Select the lot and serials, as needed:
    Selected lot and serials
  4. Submit the return order.

Search for Lot Serials

  1. Go to the Sales Order Line page, then use filters to search for lot and serial:
    Search Lot and Serial filter
  2. Select lot number to search:
    Lot filter
  3. Examine the results:
    Search result
  4. Search for serial number:
    Search serial
  5. Examine the results:
    Search result
  6. Examine the fulfillment details for lots and serials:
    View fulfillment details

Create Returns for Configured Items and Kits

  1. Create a referenced return that has a configured item or kit, and where lots and serials control the components in the item or kit.
  2. Click the icon in the Structure attribute:
    Return order with models and kits     Kit summary
  3. Select the lots and serials and create the return:
    Manage Lot and Serials drawer

Use REST API to Create Returns

Use the salesOrdersForOrderHub REST API to create a referenced or unrefenced return. Make sure the lotSerials entity has the quantity. If the return quantity is more than 1, then make sure the ItemSerialNumberFrom attribute and the ItemSerialNumberTo attribute each contain the same value:

 "OrderedQuantity": 2,
            "OrderedUOM": "Each",
            "lotSerials":[ 
            { 
               "SourceLotSerialId":"1",
                "Quantity": 1,
               "ItemSerialNumberFrom":"SS0031",
               "ItemSerialNumberTo":"SS0031",
                 "LotNumber":"S98021"
            },
              { 
               "SourceLotSerialId":"2",
                "Quantity": 1,
               "ItemSerialNumberFrom":"SS0058",
               "ItemSerialNumberTo":"SS0058",
                 "LotNumber":"S98020"
            }

Steps to Enable and Configure

  1. Go to Home > My Enterprise > Setup and Maintenance > Manage Administrator Profile Values, then set the FOM_SPECIFY_LOT_SERIAL_QUANTITY_FOR_RETURNS profile to Yes.
  2. Enable the Validate Lots and Serials for Return Orders order management parameter for your business unit.
  3. Go to Home > Order Management > Show More > Index Management for Sales Orders > Sales Order Line > Add, add the Serial Number attribute and the Lot Number attribute, then click More Actions > Rebuild.
  4. Go to Home > Order Management > Show More > Search Views for Sales Orders > Sales Order Lines Search View > Filters, then:
  • Enable the Lot Number attribute and set its Filter Type to Dynamic Facet.
  • Enable the Serial Number attribute and set its Filter Type to Text Input.

Tips And Considerations

  • You can use the lot and serial dialog to select and add lot and serials only if you set the Validate Lots and Serials for Return Orders order management parameter to Yes for the business unit, and if the item is lot, serial, or lot-serial controlled, and if you specify the return warehouse on the order line.
  • If you create a referenced return, then Order Management doesn't automatically copy the lot and serials from the original order to the return order. You must explicitly add the lot and serials for each return line. You can use the select all option to copy all lot and serials from the original order.
  • Order Management makes sure the number of lot serials that you select are the same as the return quantity on the return line. You don't have to specify lot serials for a return item even if you enable the parameter.
  • You can use the lot serial dialog for standard items and assemble-to-order configured items. You can click the Structure icon for pick-to-order configured items and kits.

REST API and FBDI

If you use REST API or FBDI (file-based data import) to create a return, then you must not specify a range for the lot or serial. The ItemSerialNumberFrom and ItemSerialNumberTo must not exceed a quantity that's greater than 1. If the total return quantity is more than 1, then your payload must contain two lotSerials entities with a quantity of 1 for each of those entities. For example:

  "lotSerials":[ 
            { "SourceLotSerialId":"1",
                "Quantity": 1,
               "ItemSerialNumberFrom":"SS0031",
               "ItemSerialNumberTo":"SS0031",
                 "LotNumber":"S98021"

In FBDI, the Serial Number From attribute and the Serial Number To attribute on the DOO_ORDER_LOT_SERIALS_INT worksheet must not contain a range:

File based data import template

Key Resources

Access Requirements

No new privileges were added for this feature.