E1: 42/43/17: Return Material Authorization (RMA) (P40052/P42025/P400502R400510/P4210/P4310) (Doc ID 625416.1)

Last updated on FEBRUARY 17, 2023

Applies to:

JD Edwards EnterpriseOne Sales Order Management - Version XE and later
JD Edwards EnterpriseOne Sales Order Processing - Version XE and later
JD Edwards EnterpriseOne Sales Order Entry - Version XE and later
JD Edwards EnterpriseOne CRM Sales Order Entry - Version XE and later
Information in this document applies to any platform.

Purpose

Overview

RMAs can be used as a single transaction (order type and number) that represents a customer's return or credit request of a particular item. RMAs can create/initiate the following transactions: Sales Orders, Purchase Orders, Credit Memos, Credit Orders from History, or a combination of a Sales/Credit Order and Purchase Order. RMAs can also dictate whether or not a customer is billed for a particular item if they do not return the original item by a specific date.

Generic Business Example:

Company ABC sold a 'circuit board' to customer 123.
Item 'circuit board' has a 6 month warranty and customer 123 calls after 3 months to state that the item is broken.
ABC creates RMA number 7, which automatically creates Sales Order (SO) 8 and Purchase Order (OM) 9.
ABC uses the SO to ship out a new 'circuit board' to 123, and they use the OM to track the receipt of the broken 'circuit board'.
It is ABC's policy not to bill 123 if the item is received within 20 days. Otherwise, 123 will be billed for the new 'circuit board' sent out to them.
Customer 123 returns their 'circuit board' within 20 days (the OM is received at this time), so the SO is canceled, or set to not bill the customer, after it has been ship confirmed.
This scenario provides ABC and 123 a single tracking transaction (RMA 7), and allows ABC to relate a Sales/Credit Order and/or Purchase Order to a single transaction number for reference.

Using the above example, ABC's business process may be that they simply want to create a Credit Order for 123, but use an RMA to provide a refund under warranty. They may, or may not, have a need to send another 'circuit board' out to 123, or receive in the broken 'circuit board'. RMAs provide this type of flexibility.