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Create a return authorization

Goal

Create a commerce RMA in status requested.

Who it is for

Users with return.manage.

Preconditions

  • Module returns on; items and (usually) a warehouse exist for restock later.
  • If you supply an original document date, it must fall inside the tenant RMA window (rma_window_days in Returns setup).

Steps

  1. Open Returns / RMA → New return.
  2. Select warehouse (required before you can later restock).
  3. Enter a free-text reason as needed.
  4. Add lines: item, quantity (> 0), optional unit cost (else average cost is used on restock).
  5. Save. BlueMatrix assigns an RMA document number and status requested.

API also accepts party, linked sales document, return reason / disposition catalogs, notes, and original document date — the staff create form focuses on warehouse, reason, and lines.

Result

A requested RMA appears on the list. Next: advance lifecycle. Field values are not edited after create — use transitions.

Hard stops

  • Empty lines or quantity ≤ 0 → validation 422.
  • Original date outside RMA window → returnOutsideRmaWindow.

BlueMatrix Help — product documentation for tenants