Hi Anthony,

Check below steps.

Return to an external supplier

1. Created external customer order for the demand site for supply code ‘Purch Order Dir’
2. When release the above CO the PR will be created.
3. Process the PR to PO and release it and Register Direct Delivery.
4. Process customer orders invoice\closed.
5. Create a RMA in the demand site for external customer order and set ‘Return to supplier’ as External supplier in the RMA header.
6. Set ‘Supplier Return Reason’ in the RMA line and released the RMA header.
7. Now RMB on the RMA line and choose the ‘Register Directs Returns to supplier’
8. click Ok.
9. Now RMA is return completed.

Return to an internal supplier

1. Created external customer order for the demand site for supply code ‘Int Purch Dir’
2. When release the above CO the internal PO will be created.
3. Then internal Customer Order will be created in the supply site.
4. Process both customer orders (Internal and External).
5. Create a RMA in the demand site for external customer order and set ‘Return to supplier’ as supply site internal supplier in the RMA header.
6. Set ‘Supplier Return Reason’ in the RMA line and released the RMA header.
7. Notice the ‘Receipt RMA No’ is created and you can see it in the Misc RMA info tab.
8. Go to that Receipt RMA (zoom the Receipt RMA No) and release it.
9. Now RMB on the RMA line and choose the ‘Receive Parts against Order Deliveries’
10. Set the Location and click Ok.
11. Now both RMAs are automatically return completed.

Please notice the request of Anthony, is how to register the return process in 2 steps  :

• 1st step : Return from the Customer to site (RMA).

Then the product is checked on site. Then it’s decided to make a return to the supplier

• 2nd step : Return from the site to the supplier (Return on the supplier receipt)

It seems when you make the first step (return to site) it’s impossible then to register a return on the supplier receipt . That is the point. 

It seems currently there is no dedicated functionality in the application to carry out the second step : We return part from site to supplier. But we can use below workarounds.

Workaround 1 (Return via customer order)

1.    External Customer (say A) sends the goods back to the Selling Company (say B)
2.    Demand Site makes a RMA and places the goods into Inventory 
3.    Credit invoice is sent to the Customer.
4.    Instead of returning the material to the Supply Site Supplier (say C), Company B sells the goods to Supplier C.
5.    This implies that you need to setup your Supplier as a Customer and Sell to him on a Customer Order.
6.    This means Supplier C will get the goods; the money is cleared because company B is sending a debit invoice.

Workaround 2 (Return via a 'fictitious' Purchase Order)

1.    Customer A sends the goods back to the Selling Company B.
2.    Company B makes a RMA and places the goods into inventory.
3.    Credit invoice is sent to the customer.
4.    To be able to return the material to the Supplier C, Company B does the following:
5.    Create a Purchase Order for the Parts
6.    Make an Arrival of the PO in the system. Note there is no physical Arrival behind this transaction.
7.    Reopen PO line.
8.    Enter Qty to inspect on the PO receipt.
9.    Perform the function Return to Supplier for Credit
10.    To clear out the inventory balance you have to use the function Scrap in Inventory. Otherwise the inventory on-hand balance shows too much.
11.    It is very important to make references to the original PO on this new PO when sending it to the Supplier.