Return Sales Orders Without Credit Memo

Set up Order Management so your users can return a sales order without creating a credit memo.

You might not want Order Management to create a credit memo, such as if you allow customers to return a competitor's order. You will set up this flow:

Note

1. You create a lookup that allows your user to specify whether it's a return without credit.

2. The user searches for and views a closed sales order, clicks Return in the Order Lines area, then uses the Return Items dialog to set the Return Type.

3. You create an assignment rule.

   • If CategoryCode is equal to Return, and

   • If Line Type is equal to Return Without Credit

4. You create an action in your rule.

   • Assign the CustomDOO_ReturnOrderGenericProcess orchestration process.

5. You create CustomDOO_ReturnOrderGenericProcess. You copy the predefined ReturnOrderGenericProcess, then remove steps so it doesn't issue a credit memo.

For more:

• Examples, see Allow Users to Return Items Without the Original Sales Order.

• About credit memos, see Using Receivables Credit to Cash.

Summary of the Steps

1. Set up the lookup.

2. Create the orchestration process.

3. Create the assignment rule.

Set up the Lookup

1. Go to the Setup and Maintenance work area, then go to the task:

   • Offering: Order Management

   • Functional Area: Orders

   • Task: Manage Order Lookups

2. On the Manage Order Lookups page, in the Search area, enter the value, then click Search.

   Attribute	Value
   Lookup Type	ORA_DOO_RETURN_LINE_TYPES

3. In the Lookup Codes area, click Actions > New, set the values, then click Save and Close.

   Attribute	Value
   Lookup Code	RETURN_WITHOUT_CREDIT
   Meaning	Return without credit
   Description	Return the item but don't create a credit memo.

Create the Orchestration Process

1. In the Setup and Maintenance work area, go to the task.

   • Offering: Order Management

   • Functional Area: Orders

   • Task: Manage Orchestration Process Definitions

2. On the Manage Orchestration Process Definitions page, search for the value.

   Attribute	Value
   Process Name	ReturnOrderGenericProcess

3. In the search results, click the row that includes ReturnOrderGenericProcess in the Name column, then click Actions > Duplicate.

4. On the Edit Orchestration Process Definition page, set the values, then click Save.

   Attribute	Value
   Process Name	CustomDOO_ReturnOrderGenericProcess
   Process Display Name	Return Sales Order Without Creating Credit Memo Enter any text that's meaningful to you.

5. In the Process Details area, click Status Conditions > Fulfillment Line Status Values, then click Edit Status Rule Set.

6. You must rename the status rule set. For details, see Guidelines for Setting Up Orchestration Process Steps.

7. On the Edit Status Rule Set page, delete any rows that contain these values in the Status Value column:

   • Awaiting Billing

   • Billed

   • Partially Received

8. Click Save and Close.

9. In the Process Details area, click Orchestration Process Status Values, then delete rows that contain these values in the Status Value column:

   • Awaiting Billing

   • Billed

   • Partially Received

10. In the Process Details area, click Step Definition, then delete the rows that contain these values in the Step Name column:

    • Create RMA Invoice

    • Wait for RMA Invoice

11. Click Save, then deploy the orchestration process. For details, see Deploy Orchestration Processes.

Create the Assignment Rule

Create and publish an assignment rule that assigns your orchestration process.

• Create the If statement.

• If categoryCode is equal to Return, and Line Type is equal to Return without credit

• Create the Then statement.

  Process Name is set to CustomDOO_ReturnOrderGenericProcess

• Publish and test your rule.

Learn how to create an assignment rule. For details, see Overview of Using Business Rules With Order Management.