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Question

RMA order with issue and return - create two shipments

  • April 30, 2026
  • 4 replies
  • 28 views
J
Freshman I

Is it possible in Acumatica ERP for an RMA order type to generate two open shipments simultaneously — one outbound shipment and one return shipment?

The scenario is that a customer is receiving a replacement item while the original item is collected during the same driver visit. This is for bulky furniture items, where separate collection and delivery visits are operationally inefficient.

The key requirement is the ability to create:

  • an outbound shipment for the replacement item, and
  • a return shipment for the item being collected

…both generated together from the same RMA/replacement process, so they can effectively be treated as a linked operation operationally.

Has anyone implemented something similar? At the moment, it looks like you have to complete the return shipment before you can create the second shipment. 

    4 replies

    Naveen Boga
    Captain II
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    • Naveen Boga
    • Captain II
    • April 30, 2026

    ​@jbarnett14   I think No, not natively in standard Acumatica RMA (RR) flow.

    Reason: The system requires the replacement shipment to be confirmed before the return can be created.

    Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
      dgodsill97
      Varsity I
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      • dgodsill97
      • Varsity I
      • April 30, 2026

      No, you can add a line for the replacement item whenever and ship it, the transaction type on the line is Issue.  The customer will be invoiced for it and when the goods are returned a CM is issued.  I think you have to manually apply the CM to the invoice.  If you look at the MO order type you can see on the General tab, Allow Refund before Return is checked. 

        J
        Freshman I
        • jbarnett14
        • Author
        • Freshman I
        • April 30, 2026

        Thank’s. In this particular real-life workflow, the warehouse/logics are physically processing two shipments simultaneously. So on the RMA order, it doesn’t allow both inbound and outbound shipments to be generated simultaneously. One deliver truck does two things at once - it drops off the replacement item (which can be a different item) and collects the return item all in one visit. 

        dgodsill97
        Varsity I
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        • dgodsill97
        • Varsity I
        • April 30, 2026

        Use the RM order type (MO Type does not require shipment), add the invoice for the item being returned (or just enter the item and make sure the Operation is Receipt), add the replacement item to ship (the default Operation is Issue). Create the shipment and confirm it when you put the item on the truck - you don’t have to prepare the invoice.  Now you can Create Receipt to produce the paperwork. When the truck returns, Confirm Shipment for the Receipt.  Then you can prepare the invoice and CM.

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