PL ProfitLensGCC ERP by Somar
Help CenterInventory, Warehouse & LogisticsProcess Returns (RMA)
Help Center · Inventory, Warehouse & Logistics

Process Returns (RMA)

Inspect customer return requests and return eligible quantities, lots, or serials to the correct disposition.

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Open a pending return request

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Confirm returned quantities

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Record item condition and disposition

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Select returned serial numbers

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Allocate returned lot quantities

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Complete the return to stock or controlled disposition

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Open a pending return request
  2. Confirm returned quantities
  3. Record item condition and disposition
  4. Select returned serial numbers
  5. Allocate returned lot quantities
  6. Complete the return to stock or controlled disposition

Related procedural guides

Workflows

Receive and Control Tracked Inventory

Preserve item identity from product setup through receiving, count, dispatch, proof, and return.

Open guide →

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: This customer-return workflow does not establish a supplier-return or medical-device recall program.