RMA - Return Material Authorizations in R12

8/18/2019 RMA - Return Material Authorizations in R12

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3/29/2016 OR AC LE M AST ER MIN DS: R MA - R etur n M ater ial Author izations in R 12.2

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RMA - Return Material Authorizations in R12.2

Return Material Authoriza듋ons in OM

Order Management provides sophis뛕cated tracking of your return material authoriza뛕ons (RMA). Returns from a customer occur for a variety of reasons

including damage, shipment error, or sampling. Return material processing func뛕onality enables you to manage customer expecta뛕ons while controlling

inventory receipts and customer credit processing.

Here let us perform this RMA in 2 possible ways:

1. RMA from the same Sales Order

Step 1: Create a Item. (RMA Item here)

Responsibility: Inventory

NAV: Items> Master Items

Give the List price in Purchasing tab

Make sure that Returnable op뛕on is checked under Order Management tab as below.

Step 2: Create Transac듋on type in OM

Responsibility: Order Management Super User

NAV: Setup > Transac뛕on types > Define

Create Return Line type transac뛕on and change the below fields as given

Order Category : Return

Transac뛕on type Code: LINE

Save and Validate Workflow


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Assign the Line transac뛕on type to the Mixed transac뛕on type as below.

Query your Mixed Transac뛕on type and click on Assign Line flows.

Add your Line type by giving Process name and start date.

Process name: Line Flow ‐ Return for Credit with Receipt

Give OK, save and Validate workflow

Step 3: On hand Quan듋ty

Make sure that the Item has enough quan뛕ty (100 here) in the Sub inventory. (ware house).


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Step 4: Create Sales Order

Responsibility: Order management super user

NAV: Orders, Returns > Sales order

Create a Sales Order taking Order type as Mixed for 5 quan뛕뛕es as below. (Tesco_Mixed here)

Book, Pick and Ship the order and make sure that the order line is closed.


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Now Check the On hand quan뛕ty of the item

You will find 95 here as you have shipped 5 quan뛕뛕es to the customer

Step 5: Crea듋ng Returns (RMA)

Now assume that you have returns from your customer for some reason

Query the Actual sales order (1000) and click the Line items as below

Create new line items for the same item, price and change the line type to Return line type.

Let’s assume that we have returns for 3 quan뛕뛕es from 5.

Note the Quan뛕ty become nega뛕ve once you create the line type as return type.

Save and now the status becomes “Awai뛕ng Return” as below. (Means that we have 3 items returned from the customer)

Step 6: Receiving the Returned quan듋ty

Responsibility: Purchasing


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NAV: Receiving > Receipts

Go to Customer Tab and give your RMA number (Sales order number)

Click Find

Now you will be able to receive the 3 quan뛕ty to the required sub inventory

Check the Check box and save. (received to Stores Sub inventory here)

Note that you have received the quan뛕ty

Now check the On hand quan뛕ty of the Item.

You will find 95 in FGI and the returned 3 in your Stores as below.

3 in Stores sub inventory as you have received the returns to that par뛕cular sub inventory.

Check the Line order status for Order (1000) and note that it will be “Returned”


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Now run the Work flow Back ground process report as below.

Now Query the Sales order and check the order line status and now it will be as “Closed”

2.RMA from different Sales Order

Step 1: Create Transac듋on type in OM

Create the Header transac뛕on type as below and make sure that you create the Document sequence number for the transac뛕on type.

Click on Assign Line flows and assign the return line type as below.

Save and validate the workflow.


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Step 2: Create Sales order for the same Item used in the above method.(RMA Item)

Select the Order type as Standard as you book the normal sales order for 5 quan뛕ty.

Make sure that the Line item is closed (Means the item is shipped to the customer).

Step 3: Copy the sales order with Return transac듋on type

Go to the above Sales order (606) and Click on “Ac뛕ons” and “Copy”.

Go to Quick Copy tab and Change the transac뛕on type to “Return type”, No. of copies to 1.


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Go to copy Lines tab select the Line type to “Return Line type” and enter the "Return Reason", then say “OK”.

Note that a new sales order has been created with Return Transac뛕on type. (Here 5501)

Now Query the newly created return type Sales order Number. (5501)

Now check the Line item in the order and the quan뛕ty will be in Nega뛕ve sign(‐5), which means that the customer has been returned the items.

Line status will be “Entered”.


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Note the Returns Tab where we can see the reference sales order number (606) created earlier.

Save the line and the status changes to “Awai뛕ng returns”

Step 4: Receiving the Items

Responsibility: Purchasing

NAV: Receiving > Receipts

Give the RMA number (Sales order no.), check the line item type and find

Receive the returned quan뛕뛕es to the Inventory


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Come back to OM responsibility and run the Workflow Background process report as below

Now the status of the Returned sales order (5501) will be closed.

RMA - Return Material Authorizations in R12

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