Prerequisites:

* NetSuite: Ensure the "Loop returns - NetSuite Bundle" is upgraded.

* Celigo: Ensure the "Loop Return - NetSuite IA" is upgraded. 

Implementation Steps: 

1. Upgrade Loop Return - NetSuite IA: 
   • Submit a support ticket to upgrade to the latest version of the “Loop Returns - NetSuite” IA
   • This is crucial for enabling the exchange order processing functionality. 

2. Configure Mapping for Exchange Order ID: 
   •  Within the following Loop Returns - NetSuite IA flows, configure the mapping to capture and store the Exchange Order ID. This ID will be used as a reference for updating Sales Order records in NetSuite. Note: Make sure the “Data Type” is set to “String”.
     1.  "LoopReturns Return to NetSuite Return Authorization Add" 

1. 2.  "LoopReturns Refund to NetSuite Cash Refund/Credit Memo Add" 

3.  Configure Saved Search for Upsell Flow: 
   • Configure the saved search "[novamodule LoopReturns Exchanged Orders Export Search]" in NetSuite. 
   • This saved search will be used by the "Upsell Flow" in the Loop Returns - NetSuite IA to retrieve the necessary data for updating Sales Orders. 

4.  Update Non-Inventory Internal Item in Upsell Flow: 
   • Within the "Update Exchanges Orders and Apply Customer Deposits" Loop Returns - NetSuite IA flow, configure the "NetSuite - Update Sales Order Import" to use a specific Non-Inventory Internal Item. 

• This item will serve as a tracking mechanism to balance the Sales Order during the exchange process. This item will be used to make the needed monetary adjustments to the sales order.

*********NOTE: Handling Instant Exchange Returns and Potential Delays

Challenge:

When an Instant Exchange return is created in Loop Returns, the Exchange Order ID should be generated and updated on the return record as part of the Loop Returns to Shopify Backend integration. However, network issues can sometimes cause delays in updating the Exchange Order ID. Consequently, the Real-time RMA import flow might miss updating the Exchange Order ID in NetSuite.

Solutions:

1. Utilize the Label Update Retry Flow:
   
   
   • If the "LoopReturns Return to NetSuite Return Authorization Label Update (Retry)" flow is not currently being used, it can be repurposed to only update the Exchange Order ID on RMA records(not the Label status).

• • Configure Saved Search Criteria:
    1. Implement specific saved search criteria within the Label Update flow to identify returns requiring Exchange Order ID updates.

• If the "LoopReturns Return to NetSuite Return Authorization Label Update (Retry)" flow is not currently being used, it can be repurposed to update both the Label Status and the Exchange Order ID on RMA records.
  • Configure Saved Search Criteria:
    1. Implement specific saved search criteria within the Label Update flow to identify returns requiring Exchange Order ID updates.

• Navigate to the LoopReturns Return to NetSuite Return Authorization Label Update (Retry) flow within the LoopReturns - NetSuite IA
  • Implement Import Filter:
    1. Configure an import filter on the "NetSuite - Return Authorization Label Import" step/bubble to exclude returns that don’t have the Exchange Order ID populated, preventing unnecessary processing.
    2. Add the following filter and ensure it looks like the screenshot below

record.exchange_order_id.length is greater than or equals 1