REQUIREMENT
To automate the existing Credit Note generation process once an RMA is received into stock.
SOLUTION
CUSTOM FIELDS
A custom checkbox field labeled “Exclude From Auto Credit” will be created in the Return Authorization record. The default value will be unchecked. If the user wants to exclude any Return authorization record in the automatic credit note generation process this field must be checked manually.
SCHEDULED WORKFLOW/SCRIPT
A scheduled workflow/script will be deployed and run daily at 8 pm for the automatic generation of credit notes. All the return authorizations which have the status Pending Refund, Pending Refund/Partially Received, and “Exclude Auto credit” unchecked will be taken and be creating credit notes through workflow/script. Return Authorization having the item MISCSALE will be excluded from the automatic credit note generation process.
An email notification will be sent to the corresponding customer on the creation of credit note.
ERROR HANDLING
A consolidated email will be sent as an error notification after the process if any credit note generation is failed.
ASSUMPTIONS
- As per the account configurations, Credit notes will be generated for only items that have been received into stock.
- The email will be sent to the customer contact, not the contact (custom field) selected in the RMA form.
- The current preferred email template will be used for Customer email.
- No custom email setup is considered in this scope, only standard NetSuite email setup will be used.
- Non-inventory items (like freight charges and restocking fees) will be included in credit note generation.