Vous êtes sur la page 1sur 18

SAP Advanced Returns Management Features

What are the features of SAP Advance Returns Management? What makes it
advanced compare to its brother, the “regular” returns processing? Let’s have a look
for the general process flow first.

SAP Advanced Returns Management General Flow

 The Return Order is the main entry point. The data entry will be integrated once
you save the Return Order document. The Delivery Order will be also created
 The warehouse inspection will be done based on the value setting from the return
 The logistics follow-up documents will be created automatically (goods receipt,
goods issue document, etc.).
 Customer refund will be processed faster through a credit memo (which you will
define at the return order creation).
 We can monitor the whole customer return process via a single transaction code
that has statuses for each process plus the tree process of each item.

SAP Advanced Returns Management Step by Step

In this section, I am going to explain how to create the whole SAP advanced returns
order process with a simple scenario. A customer wants to return the goods he
already bought because they don’t have more space for the remaining item. He
decided to return the material by himself to our premise (one of the sales counter).
The sales representative will be immediately advised to create a refund for this

Run the transaction VA01 and select the Advance Returns document type, along
with its sales area.
Select Correct Order Type, Then Fill in Sales Area
Click on the “Create with Reference button”, and input the billing document number,
click the “Copy” button.

Select the
Bill. Doc. Tab, fill in the Referenced Document, Click Copy Afterward
In the Overview Screen, you will be redirected to “Returns” tab, and let’s have a look
at the Return Control and item details. There are several fields that should be filled
which will determine next actions.

SAP Advance Return Document Overview

1. The return reason is a predefined selection list that you have set before. This field
is similar to Order Reason field we which we often encounter when working with
debit/credit memo request documents.
2. Follow-Up Activity contains predefined selection list that will determine the
following document after you save the advance return document. Each selection
will carry different document / scenario, so be aware of your choice. In my
example, I selected the “002 Immediate Move to Free Available Stock.”
3. The Material Received indicator indicates that the item material has been
received during return processing.
4. Refund Type field will specify what type of refund the customer receive. The
system provides two types, credit memo (monetary compensation) or
replacement material.
5. Inspection Code is used to specify the quality of the returned material which will
be determined during the inspection process.
6. Inspection Command Line is a free text, you can enter anything here.

As you can see above, these fields will be applied to the line item material. Run
the Incompletion Log for a good measure. Save the document afterwards.
Document is Complete
Save the document and you will have the SAP advance returns document.

New Document is Generated

Now, let’s run the transaction MSR_TRC_C (yes, it’s that long). It is used to monitor
the return process and which documents have been created for each process.
SAP Return Overview Screen

1. Input your name here.

2. Fill / select the Return Order Type (I’m using ZRE2).
3. The list of created documents will be displayed. Select / highlight the desired
4. Click on the “Display Items” button.
5. Line items for the document will be displayed.
6. These are the return steps which are determined by the configuration we made
prior in the advance return order document.

Let’s see the comparison between the “Return Steps” versus the advanced return
order we made before.

Return Steps on Return Overview Screen are Based on Return Order

1. The Warehouse Inspection is automatically created because I selected the
“Inspection Code” OK.
2. Logistical Follow Up document (Posting to Unrestricted Use) is done
automatically based on the Follow Up Activity, “Immediately move to…” in the
return order.
3. Return Delivery is automatically created based on the return order.
4. Goods Receipt is generated automatically because I ticked of “Material
5. Credit Memo is generated automatically due to setting in refund control,

SAP Advanced Returns Management with Complex Scenario

Consider the previous section as a warm up because in this section I am going to

explain another scenario which involves more steps and more manual documents
created due to different roles with different tasks. Here is an overview of a scenario
with all the documents related to this complex SAP advanced returns management

Person in
Document Type Comment

Adv. Return Order Manual step Sales Admin

Return Delivery – Based on Return Order

Created when material ar

Posting Goods Receipt Manual step Warehouse staff

Quality “Ship to Vendor” setting i

Warehouse Inspection Manual step
Assurance Staff will trigger Return Purcha

Return Purchase Order – Created after warehouse

Invoice Verification Manual Step Accounting

Outbound Delivery to vendor Warehouse Based on setting in return
Manual Step
and Posting Goods Issue Staff receipt of Credit Memo fr

Credit Memo Manual step Accounting

Now, let’s see how this works in SAP ERP system. Create a Return Order based on
the reference billing document.

Create Return Order Overview Screen

1. Input the return reason. For this example, customer return five pieces because
they are damaged.
2. Since the item material was bought from an external vendor, the follow-up activity
would be to send it to the vendor.
3. We are going to provide payment as the refund for the customer.
4. We will give a credit memo to the customer after we receive a credit memo from
the vendor.
5. The Inspection Code is “Not OK”. It will be processed in our warehouse later on.
6. The following comment from inspection code.
7. The vendor that we will ship the material to.

Now run the transaction MSR_TRC_C to monitor the return process.

SAP Returns Process Overview Screen

1. Enter the return order document.

2. Select the header and display the item.
3. The tree of all the processes. As you can see, the process stops at the delivery
order return creation.

Now, run the transaction VL02N and enter Storage Location (return Storage
Location obviously), picking quantity and do Post Goods Receipt.

Returns Process Overview Screen

Let’s go back to the MSR_TRC_C transaction and look up the next process.
After Material is Received, QA Staff Need to Inspect the Goods
Run the transaction MSR_INSPWH, enter your plant and click the execute button.

Initial Screen for MSR_INSPWH. Enter Plant and Execute It.

Look below for each order. First, you should select the inspection code, enter your
comment there, enter the inspection date, and mention the person responsible for
doing the inspection. The “Logistical Follow Up” is determined based on the prior
return order setting. Afterwards, click the “Save and Confirm” button.
Entry the Necessary Fields as Pointed by the Numbers Above
Let’s go back to the transaction MSR_TRC_C and we can see the screen below.
The system automatically created a Returns Purchase Order.

The Following Returns Purchase Order is Triggered by Inspection Document

Let’s process the return purchase order in the transaction ME22N.

1. Select the correct combination for the purchasing area.

2. Enter the price for this material.
3. Input the RMA Supplier (same with vendor code).
4. Save the document.
Purchase Order for Vendor Return
Go back the transaction MSR_TRC_C. Next, we are going to perform goods issue to
the vendor.

Return Purchase Order Saved! Now, Do Goods Issue to Vendor

To create posting of goods issue to vendor which is based on the purchase order,
run the transaction VL10B and insert the shipping point and the purchase order
number. Then, execute it.
Select the Shipping Point and the Purchase Order Number
Now, select the line item with our document and click “Background” button.

Select the Line Item and Click on the Background Button

Green Light Means the Document is Successfully Processed
Return to the transaction MSR_TRC_C and you will see a new delivery order
document is created. Now, posting goods issue in the transaction VL02N.

Outbound Delivery Created

Entry Picking Quantity and Click Post Goods Issue Button

Now, in the MSR_TRC_C transaction, you can see the remaining step of the returns
process is a credit memo to vendor.
We are going to create the credit memo
After the material arrives to the vendor’s premises, we are going to post an incoming
payment with a credit memo document. This is a credit memo for the vendor and it is
different from customer credit memo that we discussed in previous tutorials. Run the
transaction MIRO, select the Credit Memo transaction and enter amount for the
credit memo. Click Save button.

Enter Document Date and Amount

New Vendor Credit Memo has been Created
We are done our business with the vendor. Now, we return to our beloved customer
because we are going to give them credit memo to reduce their account receivable
after we received the credit memo from the vendor (remember the setting from the
return order?).

Last but not Least, Credit Memo for Customer

Run the transaction VA01 and create a credit memo request by referencing the
return order.
Input Sales Area, Enter Referenced Document, and Click Copy
Release the billing block, fill out the Order Reason, and save the document.

Release Billing Block and Go to “Sales” Tab

Enter Order Reason and Save the Document
Release the billing block, fill out the Order Reason, and save the document. Finally,
run the transaction VF01 and create a credit memo request document based on this
return order.

Credit Memo for Customer

Go to the transaction MSR_TRC_C and check that all processing statuses are now
completed and all the lights are green.
The Complex Process of SAP Advanced Returns Management is Now Finished