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Contents

Document Control............................................................................. ii
Document Purpose......................................................................4
Current State...............................................................................4
Assumptions................................................................................ 4
Solution........................................................................................ 4
Open and Closed Issues....................................................................6
Open Issues.................................................................................6
Closed Issues...............................................................................6

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Company Confidential - For internal use only

Document Purpose
The purpose of this document is to confirm the business
requirements and proposed solution for the process of
managing Return Material Authorizations (RMAs). An RMA
transaction is created in Oracle only if the material is
returned to Wheeling Machine products; No RMA Transaction
is shown if it is a credit only return.
.

Current State
When the couplings are returned a Manual RGA form is
processed and signed off on by QA then document control
issues the credit. Once the couplings are received and
quality personnel have determined they are not suitable for
the customer, the RGA is keyed (entered into the AS400
system) using sales order screen to generate credit memo
and receipt transaction for the couplings that are not
acceptable, A Unique Sales order number is manually
assigned to RGA form first and the same number is used to
key in Sales order in As400 with type 2 so that credit memo
is issued for the couplings returned to inventory for future
processing, I.e. rework or scrap etc .

Assumptions
1. For the purposes of this document, the terms RMA and
RGA are used synonymously.

Solution
In order to meet the above requirements, the following
solution is presented.

SOLUTION As the return process occurs sporadically so the

approach is to use simple transactions functionality of the
Oracle Inventory module to process RMA.

1. The manual RGA form will be initiated and processed

same way as in current state.
2. There will be a specific transaction type set up in Oracle
that will enable to receive couplings back to the inventory.
3. Once the couplings are received and quality personnel
after inspection has determined that the couplings are not
suitable for customer then the Signed off RGA form will be
transferred to the person designated to enter RMA
transactions.
4. The Descriptive Flex field will be defined to capture
necessary information that is now contained in RGA form.
5. Custom reports or queries will need to be developed.
6. Credit memos will be entered in Corporate R12 ERP.

This solution requires the set up of one transaction source

and transaction type. Transaction source will pick up the cogs
account for the return transaction and transaction type will
be used to receive the inventory and enable Flex filed data,
there is no other type of programming, extension, or
enhancement involved. No RMA orders and credit memos
will be entered in Oracle R11.0.3 system.

Open and Closed Issues

Open Issues

Closed Issues