RMA reason

[jbaudoux]

Add rma reason

To improve quality, it is good to understand why an RMA has been created.

For this I'd like to have a required RMA reason defined on the RMA. This would be also available and required on the SO wizard on each line (or globally)

Make a rma_reason module that depends on rma

• Define a model rma.reason with name, action, company + unique(name, company). Security: read for rma user, crud for rma manager
• Allow to configure on the company if the reason is mandatory and check accordingly if the field is filled in _ensure_required_fields
• Add a m2o field to reason on rma model and display on form view after Requested operation

Make a rma_sale_reason module that depends on rma_sale and rma_reason

• In the SO create rma wizard, add on each product line a field (optional or required based on company setting) to set the reason for the lines.
• In the SO create rma wizard, add before the list of products an optional field to set the default reason for all the lines. Make on all product lines the reason computed stored based on that default reason

[chienandalu]

Well, that's what the RMA operations are for. The module pre-creates three of them, but you can change them or add as many as you want to.

And customers in the sale portal can select them and even add notes per return line

[jbaudoux]

In fact, it serves two different purpose.
I use the operation to dictate what process should apply (return, refund, replace...) and which will create the right transfer (incoming, delivery or both, credit note...). In my use cases, it is the after-sales service that choose the right operation to apply.
The reason would explain the cause of this RMA like: wrong item delivered, customer don't want the product anymore, product has a defect, wrong product description... In the same spirit than https://github.com/OCA/sale-workflow/tree/16.0/sale_cancel_reason

[chienandalu]

I understand. There's a similar optional feature (group_rma_manual_finalization) for manual finalization reasons. Maybe you could propose a similar approach.

[jbaudoux]

I understand. There's a similar optional feature (group_rma_manual_finalization) for manual finalization reasons. Maybe you could propose a similar approach.

Can you provide the link to that module, I can't find it ?

[chienandalu]

It's in the rma module itself. Follow the code for this option:

rma/rma/models/res_config_settings.py

Lines 9 to 13 in eeb0672

	group_rma_manual_finalization = fields.Boolean(
	string="Finish RMA manually choosing a reason",
	help="Allow to finish an RMA without returning back a product or refunding",
	implied_group="rma.group_rma_manual_finalization",
	)

[jbaudoux]

I updated the issue with the proposed solution specifications

[github-actions]

There hasn't been any activity on this issue in the past 6 months, so it has been marked as stale and it will be closed automatically if no further activity occurs in the next 30 days.
If you want this issue to never become stale, please ask a PSC member to apply the "no stale" label.