Process flow for RMA Automation

The process flow automates these RMA lifecycle stages:

• User submits RMA request in the Quick Actions widget on the workspace. You can also upload documents or images supported by IDM for the generated RMA request ID.RPA automatically creates RMA records and lines in CSI
• These are sent for approval to RMA_Approvers group
• Before approval, RMA_Approvers can review any uploaded attachments in the in-context widget on the RMA Request Details form and update the default Restocking Fee % / Amount on the Restocking Fee tab.
• If the requests are approved, the RMA header and lines are created by API and a notification is sent to the RMA_WhsClerk group
• If the requests are not approved, the RMA is not created and a rejection notification is sent to the RMA_Approvers group and the requestor, the user can initiate a new RMA creation request.
• The approved Restocking Fee % / Amount and calculated net credit are passed to SyteLine and reflected on the RMA Lines.
• The approval for Processing RMA Return Transaction is sent to RMA_Whs clerk
• If the request is approved, a RMA Return Transaction is posted and the application automatically generates a credit memo.
• The notifications are sent automatically in these stages:
  • after the RMA Creation Request Submission
  • after the creation or rejection of RMA
  • after the return transaction execution
  • after the credit memo generation
  • after these log files are captured
    • workflow start time
    • the creation of RMA header and line creation
    • API calls and execution status
    • error and exception details
• The logs are maintained for audit and exception handling.