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Configure - Return Flow

Support (Nova Module)
  • Updated

This article covers the following topics:

    DataFlow 1:  Returnly Return Authorization to NetSuite RMA Add

    This flow will import the RMAs from Returnly to NetSuite. While importing the RMAs, our Integration App. will check for the Cash Sale or Invoice for the corresponding sales order.

    Part 1:  Click on the icon under the Mapping column and configure the fields-

    Select the correct Location field value if the Location field is mandatory on the Return Authorization in your NetSuite account. Click on the icon under the Mapping column and find the location field.

    Returnly-2.png

    Once you find the location field, click on the setting icon and click on the reload icon to pull the location information from the connected NetSuite account.

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    Set the correct location field and click on SAVE.

    Part 2:  Setting integrator.io side of things –

    Steps to configure flow: –

    1. Login into integrator.io
    2. Click on Returnly-NetSuite Integration App
    3. Click on “Settings” and configure the following fields-

    Returnly-4.png

    A) How do you bill your Sales Orders in NetSuite?

    Select one of the options from the drop-down which suits your NetSuite configuration. Your choice will depend on which billing record you are creating in NetSuite for the sales order when you are billing it. If you are creating a cash sale then select “Cash Sale” otherwise select “Invoices”. If you are using both then select “Both Invoices and Cash Sales”.

    Returnly-5.png

    B) NetSuite saved search for the item receipt export

    Type "novamodule" in the NetSuite global search and hit enter. Find the saved search with name “NovaModule Returnly Item Receipt Search [Locked]” and rename it to something which will help to find the saved search easily.  Select that saved search under the NetSuite saved search for the item receipt export* option. This saved search will export the item receipts from NetSuite to Returnly for the return authorization which are imported by Nova Module Returnly Integration App.

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    C) Account for NetSuite Cash Refunds

    Select the account which you want to set on the Cash Refunds. You have to select the value for this option only if you are creating a cash sale or cash sale and invoice both in NetSuite.

    Returnly-7.png

    D) Location for NetSuite Cash Refunds

    Select the location which you want to set on the Cash Refunds. You have to select the value for this option only if you are creating a cash sale or cash sale and invoices both in NetSuite.

    Returnly-8.png

    E) Location for NetSuite Credit Memos

    Select the location which you want to set on the Credit Memos. You have to select the value for this option only if you are creating an invoice or cash sale and invoice both in NetSuite.

    Returnly-9.png

    F) Returnly Return Authorization Cutoff Start Date and Time (Time Zone: GMT)

    Before scheduling the “Returnly Return Authorization to NetSuite RMA Add”, set the cut-off date. Make sure to set the date in GMT which you can do simply by converting your Returnly account time zone into GMT.

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    G) Returnly Refund Cutoff Start Date and Time (Time Zone: GMT)

    Before scheduling the “Returnly Refund to NetSuite Cash Refund/Credit Memo Add”, set the cut-off date. Make sure to set the date in GMT which you can do simply by converting your Returnly account time zone into GMT.

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    H) Returnly Return Authorization ID(s) for NetSuite RMA

    With the help of this option, we can import the 9-10 RMAs on demand into NetSuite. You can directly copy the RMA number from returnly and paste it in the empty space. Once the RMA number is pasted then just click on SAVE. The Returnly Integration App. will automatically import the RMA into NetSuite. You can import up to 10 RMAs also at a time by pasting all RMAs numbers together and separating them with comma (no space between RMA numbers).

    Returnly-12.png

    I) Returnly Refund ID(s) for NetSuite Cash Refund/Credit Memo

    With the help of this option, we can import upto 9-10 RMAs on demand into NetSuite and create the Cash Refund or Credit Memo against the existing RMA. You can directly copy the RMA number from returnly and paste it in the empty space. Once the RMA number is pasted then just click on SAVE. The Returnly Integration App. will automatically import the RMA into NetSuite. You can import upto 10 RMAs also at a time by pasting all RMAs numbers together and separating them with comma (no space between RMA numbers).

    Returnly-13.png

    Next Steps

    Configure Receipt Flow

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