Perform Partial Pre-Billing Customer Acceptance

Perform partial pre-billing customer acceptance of a sales order shipment, and automatically create an RMA for the remaining quantity.

The new capability is helpful in cases where customer receives a delivery and finds some faulty items in it. In such cases, you can accept a part of the delivery and return the remaining quantity. You do this by entering the Accepted Quantity when recording the customer acceptance. 

Additionally, you can specify at that stage whether to create an RMA for the rejected quantity. The application will then generate an invoice for the accepted quantity and, if indicated, create an RMA for the remaining quantity, which is considered as rejected quantity.

Prior to Release 12.2.15, pre-billing customer acceptance could be done for the full quantity only. That is, either you accept the shipment completely or reject it completely. The entire fulfilled quantity was invoiced for the shipment accepted.

Steps to Enable

Set the new system profile OM: Enable Partial Acceptance with value:

  • Yes: To enable partial acceptance from Sales Order and Quick Sales Order forms, Order Management HTML UI, and Order Information Portal (OIP).
  • Yes Except OIP: To enable partial acceptance from Sales Order and Quick Sales Order forms, and Order Management HTML UI.
  • No: Default value. To retain the existing full acceptance behavior. The partial acceptance feature is disabled.

The profile can be updated at Site, Application, Responsibility, and User levels.

Tips And Considerations

  • Automatically created RMA uses the Line Type as defined in Default Return Line Type on the Transaction Types form for the Order Type.
  • If an Order Type doesn't support return lines then RMA will not be created for the Orders with such Order Types.
  • If referenced RMA already exists for a sales order line, then automatic RMA will not be created in such cases.

Key Resources

  • Oracle Order Management Implementation Manual 
    • Chapter: Invoicing > Overview > Partial Pre-Billing Customer Acceptance
    • Chapter: Invoicing > Overview > Set up Partial Pre-Billing Customer Acceptance
    • Chapter: Order Capture > Partial Pre-Billing Customer Acceptance - Automatic RMA
  • Oracle Order Management User's Guide 
    • Chapter: Invoicing and Payments > Partial Pre-Billing Customer Acceptance