05 Managing returns with Ongoing

  • Updated

The different ways of doing returns

There is multiple ways of handling returns with Ongoing WMS. This is both dependent on the order type (B2B vs B2C) and the way your warehouse wants to handle returns (RMA or Ad hoc)

 

Ongoing Relevant settings Pushed to Ongoing when Received in TRAEDE when
B2B return
Purchase order with marked as a return
  • Send B2B returns
  • Import production orders from date-time
 When Send to Ongoing button is clicked in TRAEDE When the PO is marked as received in Ongoing
B2C return with RMA (return portal return)
Return order
  • Send B2C returns
  • Send B2C returns automatically on approval
  • Import return orders fro date-time
  • Completed return order status

Either when Send to Ongoing button is clicked in TRAEDE

 

OR 


When return is approved in TRAEDE if "Send B2C returns automatically on approval" is turned on

 When the return order is marked as received in Ongoing

B2C return without RMA (ad hoc return)

This is a B2C return that is directly returned to the warehouse without any pre-advicing
The return is registered directly on the original sent order line
  • Import ad hoc returns
  • Import ad hoc returns from date-time
 TRAEDE will never send anything to Ongoing in this flow. Ongoing sends the return to TRAEDE The return is registered in Ongoing on the original order

 

B2B returns

The flow for B2B returns can be described as following

  • A return RMA is created under Sales -> Returns
  • Once ready the return should be sent to Ongoing using "Send to Ongoing" button. This is to inform the warehouse that they should expect the return
  • The return is created as a PO in Ongoing, but a special field is marked to indicate that this is a "return PO"
  • Once the "return PO" is received in Ongoing TRAEDE will mark the return RMA as received in TRAEDE and issue credit note

 

B2C return with RMA (return portal return)

When using the TRAEDE return portal you can create B2C return RMAs. These work similarly to B2B returns except they are created as something called "return order" in Ongoing. A return order in Ongoing is a "return RMA created for a specific previous outbound order". So a return RMA is registered for the original order that was shipped.

  • The end customer registers return RMA in return portal
  • The return RMA is sent to Ongoing as a "return order"
    • If "Send B2C returns automatically on approval" is turned on it will automatically be sent when the return is approved
    • If not then it will be sent when "Send to Ongoing" is clicked
  • Once the warehouse receive the return they will mark the return order as received
  • Once the return order is received in Ongoing the return RMA will be marked as received in TRAEDE and a credit note is issued

 

B2C without RMA (ad hoc return)

Ad hoc return is the TRAEDE definition for a B2C return that has no pre-advice, meaning that the return goods are sent to the warehouse without registering it upfront. The warehouse will have to find the original order in Ongoing and mark the return order lines as returned

  • The end customer returns the products to the warehouse
  • The warehouse finds the original order and marks the relevant order lines as returned
  • Once marked as returned in Ongoing TRAEDE will look for the original order and issue a credit note for the returned lines

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