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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.
Returning the Product to Stock
If you do not return the product to the customer, you can permanently put it back in your stock.

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

Returning the Product to Stock

If you do not return the product to the customer, you can permanently put it back in your stock.

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

Note:

This step impacts your stock and accounting at the time you receive a part. After this step, you can pick this material in your stock for further actions.

In the Return Material Authorization page, go to the tab Return Material Lines.
Select the lines that you want to receive.
Click Airmar > Register Arrivals.

The Register Arrivals page appears.
You are able to receive parts back in your stock through three options. Select your line and choose to click:
1. Receive if your part(s) are not serialized.
2. Receive with Serials/Lots, if your part(s) are serialized.
3. Receive Parts against Order Deliveries, if you connected your RMA to a customer order.
The Receive, Receive with Serials/Lots, or Receive Parts against Order Deliveries pane appears according to your choice.
If you click Receive or Receive Parts against Order Deliveries you need to fill the following fields:
1. Receipt Reference.
2. Qty to Receive: check the quantity to receive.
If you click Receive with Serials/Lots, fill the following fields:
1. Receipt Reference.
2. Location No: choose a location where the part will be stocked.
3. Serial No, mandatory on those parts. It must correspond to the serial number on the delivery note from the supplier or on the product.
Click OK.
A new pane appears.
Click Proceed to confirm.

If your return material authorization causes a financial flow that impacts your first invoice, you need to create a credit invoice, perform Creating a Credit Invoice.

If you do not need to credit your invoice, you finished your process.