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Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
Return Material Authorization
Use this process when taking back defective products from the customers.
Sending Back the Product after Reparation
If the part from the RMA is repaired and ready to be returned to the customer, follow the next steps.

Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
- Sales Quotation
  The sales quotation is the first step to create external documents and send an offer to a customer.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
- Invoice
  After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
- Creating an Instant Invoice
- Credit Note
  The credit note is used to correct an error or change an element in an invoice already sent.
- Return Material Authorization
  Use this process when taking back defective products from the customers.
  - Creation of Return Material Authorization (RMA)
  - Releasing the Return Material Authorization
  - Sending Back the Product after Reparation
    If the part from the RMA is repaired and ready to be returned to the customer, follow the next steps.
  - Returning the Product to Stock
    If you do not return the product to the customer, you can permanently put it back in your stock.
  - Scraping the Product from the Return Material Authorization
    If the product received from the customer cannot be repaired and is not returned to stock, you need to scrap it.
  - Creating a Credit Invoice
    You need to create a credit invoice only if the RMA caused a financial flow.
- Mixed Payment for Customer
  Once you receive a payment from a customer in your bank, you have to register it as a mixed payment in IFS Cloud.
- Creating a Customer Settlement
  If you have not matched your payment(s) with the corresponding invoice(s), through the process topics/t-MatchingMixedPaymentwithExistingTransactionsCustomer.html, you can do a settlement.
- Advance Invoice
  In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
- Creating a Settlement for an Advance Invoice
  You need to settle your mixed payment with your advance invoice.
- Managing Product Rentals
  The following processes explain how to manage short-term or long-term product rentals.
- Credit Management
- Statistics and Reporting

Sending Back the Product after Reparation

If the part from the RMA is repaired and ready to be returned to the customer, follow the next steps.

Your return material authorization needs to have the Released status, see Releasing the Return Material Authorization.

Update the RMA status:
1. Go to the Return Material Authorization page, and click Cancel in the header.
2. A pane appears: select SERV DONE under Cancellation Reason.
To send back the part to the customer, create a new customer order and add a specific non inventory part:
1. Go to the Customer Order page and click + New.
2. Select the customer from the drop-down menu, then click Save.
3. In Lines tab, create a new line for each part: click New +, then in Sales Part No select %MATRET (for example, for Marport France it will be L-FR-MATRET.
4. Edit the Sales Part Description with the correct part number and serial number.
5. Enter 1 in Sales Qty, 0 in Price/Curr.
6. Click Save.
7. If any charges linked to this process, add a new line for each charge.
  
  Note:
  This automatically updates the contribution margin.
Follow the usual steps to deliver a customer order: see Delivering a Customer Order.