Return stock from site to supplier for Direct delivery

To send the RMA material from your site back to the external supplier for a Purchase Order Direct line, use the RMA and the Register Direct Return to Supplier function.​

1. Open and configure the RMA

1. Go to Navigator → Sales → Returns → Return Material Authorization (page name often Return Material Authorization).​

2. Query and open your existing RMA that you used to receive the goods back from the customer.

3. On the RMA – Header:

   • Field Return to Supplier: select the external supplier that supplied the original direct‑delivery PO (same supplier as on the Purchase Direct Supply line).

   • Save.​

4. On the Lines tab:

   • Make sure each RMA line is linked to the original Customer Order Line that had Supply Code = Purchase Order Direct.

   • Enter a Supplier Return Reason on each line (if your setup requires it).​

5. Back on the header, set Status = Released (action Release).​

2. Register direct return to supplier (creates PO return)

1. Still on Return Material Authorization page, with your RMA open:

2. Go to the Lines tab and select the line(s) you want to send back to the supplier.​

3. Right‑click / Command menu on the line: choose Register Direct Return to Supplier (exact wording may be “Register Direct Returns to Supplier”).​

4. In the assistant/wizard:

   • Verify the quantity to return.

   • Confirm and click OK / Finish.

5. The system will:

   • Create a return record in the original purchase order receipt that was created when you registered the direct delivery.

   • Treat this as a purchase order return for credit to the supplier, even though the original line was Purchase Direct and non‑inventory.​

3. Physical shipment from your site

• The above step handles the system and financial side (PO return for credit).​

• Physically, you ship the material from your site to the supplier using your normal process; if your configuration uses shipments for PO returns, you can handle that via the PO return/shipment flow that is generated or referenced from the return.

If you share your IFS Cloud version label and exact menu group (e.g., Sales → Returns vs Shipment → Return Material Authorization), the navigation names can be adjusted 1:1 to what you see.

Hi ​@TntAnnmaS ,

In my scenario, RMA is already processed, and stock has been bought to the site. Thus, I cannot further process the current RMA as it is already at the status "Return completed”

I'm looking a way to move the stock from my site to supplier

Use a Return to Supplier via the original PO and ignore the completed RMA for the logistics part.​

Simplified process

1. Find the original PO

   • Open Purchase Order and find the PO/line that originally supplied this part and supplier.​

2. Mark quantity for return

   • On that PO line, set the quantity you want to return into To Be Inspected (or equivalent) so it appears in inspection/return handling.​

3. Register inspection as “return”

   • From the PO line, open Register Inspection Results.

   • On the Returns tab, enter:

     • Qty to be returned.

     • Disposition = Return for credit or Return for rework.​

4. Ship back to supplier

   • A Supplier Shipment is created.

   • Open the Supplier Shipment, pick (if required) and Deliver it to send the stock physically back to the supplier.​

5. Handle supplier credit

   • When the supplier sends a credit note, match it against the PO/return in Supplier Invoicing.​

The RMA stays as history of the customer return; the actual move from your site to the supplier is done cleanly through this PO return flow.

Hi ​@TntAnnmaS ,

Unfortunately, Inspection is not allowed when using direct delivery. Could there be any other way to handle this ?

The solution is to use the RMA direct return process (if still possible) or a separate PO/Inventory return once the RMA is completed.

 

. If the RMA is not yet completed

Use the standard direct return to supplier process for direct deliveries:

• Create RMA on the demand site for the direct‑delivered customer order line.

• In RMA header, set Return to Supplier = external supplier who did the direct delivery.

• Make sure each RMA line is connected to the direct‑delivered CO line for that supplier.​

• Release the RMA.

• On the RMA, use Register Direct Returns to Supplier; this:

  • Creates a purchase order return record in the original PO receipt.

  • Treats it as Return for Credit against the supplier, without using inspection.​

This is the only “IFS‑standard” way to send direct‑delivery goods back to the supplier without inspection.

2. If RMA is already Return Completed and stock is at your site

Then the direct‑return route is closed and you must use a new supplier return flow:

• Treat the quantity as normal inventory in your site.

• If the original PO is still available:

  • Make sure the quantity is back in the original arrival/stock location.

  • On that PO line, put the qty into To Be Inspected and use Register Inspection Results → Returns tab → Return for credit/rework to create a Supplier Shipment and send back.​

• If PO is not usable or it was non‑inventory / Purchase Direct:

  • Create a new manual PO to the supplier specifically for the return/repair.

  • Use a Return on that PO or an inventory issue to supplier, and match the supplier credit manually.​

There is no way to “add inspection” to a direct delivery after the fact; the workaround is to either use RMA direct return while RMA is open, or manage a separate PO/inventory return once the goods are in your site.

I'm afraid, these steps cannot be used. Creating a dummy PO report an additional entry of records.