Create and Manage Return Routing Rules

You can create the following types of return routing rules using the Manage Return Routing Rules page in Service Logistics:

• Return routing rules for defective parts returned by the customer.

• Return routing rules for defective and excess parts returned from field stocking locations and field technicians.

• Return routing rules for parts with supplier warranty coverage.

Set up Return Routing Rules (ADF)

To create the return routing rules:

1. Click Setup and Maintenance, then in the Manufacturing and Supply Chain Materials Management offering, click Service Logistics, and then click Manage Return Routing Rules.

2. You'll see the Manage Return Routing Rules page with a Search header and results region. Here you can query for the return routing rules for your organization after you've set them up.

3. To add a new rule, click the Add (Plus) icon in the Search Results region. You'll see the Add Return Routing Rule window.

4. Add values for the new rule:

   • Select a Return Source Type. This can either be Zone or Organization and Subinventory. Use Zone to create a return routing rule for a customer return. Use Organization and Subinventory to create the rule for all field service returns.

   • Source Organization and Source Subinventory: Enabled only if the return source type is Organization and Subinventory. List of values includes all inventory organizations and subinventories with a stocking location type of Field Technician.

   • Zone: Enabled only if return source type is Zone. Includes all zones set up in the Manage Shipping Zones page using the zone type defined in the Service Logistics Profile Option (Return Routing Zone Type). When a customer returns a part, a TCA API runs to decide the applicable return routing zone based on the customer's address. The zone decides which return routing rule is applied to default the destination subinventory.

   • Return Type: Defective, Excess, or Supplier Warranty.

   • Item Catalog and Item Category: Helps to filter the item list of values if you're going to set up return routing rules for specific items. You can create return routing rules at just the item category level.

   • Item: LOV displays all items with billing type tied to the Material billing category and, if entered, the item category.

   • Destination Organization: The inventory organization.

   • Destination Subinventory: All subinventories in the destination organization selected.

   • Enabled: Select Yes or No to indicate whether this rule should be enabled for your organization or not.

5. Click Add.

Set up Return Routing Rules (Redwood)

To create the return routing rules:

1. Click Setup and Maintenance, then in the Manufacturing and Supply Chain Materials Management offering, click Service Logistics, and then click Return Routing Rules.

2. You'll see the Return Routing Rules search page. You can use this search page to search for return routing rules.

   The Return Routing Rules page includes the:

   • Search bar
   • Filter Chips suggestion bar
     Note: Click Filters to open a side drawer with more search parameters.
   • Magnifying Glass icon
   • Reverse Logistics Disposition results table

   These are described in the following table:

   Return Routing Rules Search

   Field Name	Description
   Search bar	The search bar opens with filter chips, which you can add or delete depending on your search needs. The selectable filter chips include: Return Source Type (LOV) Source Organization (LOV) Source Subinventory (LOV) Zone (LOV) Filters Note: Click Filters to open a side drawer with more search parameters: Return Source Type Source Organization Zone Return Type Item Catalog Destination Organization You can also enter free text, which will search the following estimates attribute: Item Because the application supports autocomplete and fuzzy logic, you can partially type your search terms.
   Filter Chips suggestions bar	The filter chips appear in the Search bar and provide suggestions for filtering your results set. For example, you might see a filter suggestion for a source organization. You can select this filter chip to filter your results. When you select one of the filter chips in the suggestions bar, it’s added to the Search bar and filters the results table.
   Magnifying Glass icon	You can use the Magnifying Glass icon to search for the attributes selected in the search bar.
   Reverse Logistics Disposition results table	The Return Routing Rules results table lists the items based on your search criteria and filters. You can also sort your results by selecting the arrows next to the column headers. When you first open the page, the estimates are sorted by the estimate number. From the search results, you can begin to add, edit, or delete new return routing rules. To add a rule: Select a Return Source Type. This can either be Zone or Organization and Subinventory. Use Zone to create a return routing rule for a customer return. Use Organization and Subinventory to create the rule for all field service returns. Source Organization and Source Subinventory: Enabled only if the return source type is Organization and Subinventory. List of values includes all inventory organizations and subinventories with a stocking location type of Field Technician. Zone: Enabled only if return source type is Zone. Includes all zones set up in the Manage Shipping Zones page using the zone type defined in the Service Logistics Profile Option (Return Routing Zone Type). When a customer returns a part, a TCA API runs to decide the applicable return routing zone based on the customer's address. The zone decides which return routing rule is applied to default as the destination subinventory. Return Type: Defective, Excess, or Supplier Warranty. Item Catalog and Item Category: Helps to filter the item list of values if you're going to set up return routing rules for specific items. You can create return routing rules at just the item category level. Item: LOV displays all items with billing type tied to the material billing category and, if entered, the item category. Destination Organization: The inventory organization. Destination Subinventory: All subinventories in the destination organization selected. Enabled: Select Yes or No to indicate whether this rule should be enabled for your organization or not. Select Add to add the rule. To edit a rule: Select the Edit icon. This opens the Edit return routing rule drawer. Select Update to submit your changes.

Note: Users assigned a job role with the Return Routing Rules (RCL_MANAGE_RETURN_RULES_PRIV) privilege can access this feature.