RMA Creation from EDI file

Epicor ERP 10
1

We have large retail accounts that send in a truckload of return material that may have been sold on many different sales orders which can also have multiple invoices attached. Has anyone created RMA’s in core Epicor from an EDI file and did you receive all related information from the customer or did you have to manipulate the file to include the data that is required in the RMA processing screen. We are trying to get away from an outside running custom DB that does not have the proper hooks for the financial piece and run our RMA totally thru Epicor. Right now the Customer is only giving us the parts and quantities and a few other small items in an EDI file. No invoice number or sales order is being supplied.

Can you share you RMA process for large retail customer returns

2

While sales order is on the RMA form, it is optional. All you really need is the Customer, a part (lot/serial # if required), and a quantity. You can assign a cost later during Disposition.

3

We want to use the whole RMA process to auto create the Credit memo with all the correct pricing etc coming over. We do not want to have to go back to do this. You cannot add a detail line into the RMA without the legal number which in our case is the invoice number too. it will error out

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We have our Company configure to Use referenced Invoice cost.
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If we turn that off then no we dont need the invoice number