RMA with out Credit Memo

This is a Short Post about How to Create a RMA againt a Sales Order and at the time don't create any Credit Memo. This post is an answer to question posted in Processing Constraint Post.

Requirement -
User has created/Booked and Shipped the Sales Order , but line is not yet invoiced and now customer want to cancel the Order Line.At this point in the process if user want to cancel the line then Standard Processing constraint will not allow user to cancel the Order line as line is already shipped

Solution -

1. Create an RMA
2. Refer RMA line to Sales Order line that you want to cancel.( we can even add RMA line to Original Order too ( If Permitted)).
3. Assign the return workflow to RMA line.Please note that Oracle Offer following RMA workflows.

• RMA line with Receipt and Credit Memo
• RMA line with Credit an No receipt.
• RMA line with Recipt and No Credit Memo.

Since Original is not yet invoiced , options 3 is good candidate here .I am not sure if this workflow is available in 11i, but it is for sure available in R12i via patch.In case you don't have RMA flow with No CMemo ( and you don't want to apply the patch) , you can do it by yourself by customizing the Standard RMA workflow (RMA flow with Receipt and Credit) as shown below

• Copy the Standard RMA flow.
• Rename it and
• Just remove the Invoicing activity .
• Verify the flow and save in database.
• I have enclosed the screen shots for above 3 steps. 

All the Slides are accessible by double clicking the below slide

RMA with no CM

Need help with EBS Forms/Reports/Workflow/Interface? Contact Bizinsight Cosulting Inc at 

Eamil us : inquiry@bizinsightinc.com

https://www.bizinsightinc.com/