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Automatically link RMA products to related sales orders within an eligibility period

Project description

Odoo Community Association

Rma Sale Auto Detect

Beta License: AGPL-3 OCA/rma Translate me on Weblate Try me on Runboat

This addon automatically links RMA records to the most relevant sale order lines based on delivered quantities and an eligibility period defined on the RMA operation.

The module will:

  • Search sale order lines delivered to the same partner

  • Filter them by the operation’s allowed return period

  • Consume delivered quantities in chronological order

  • Link the RMA to the corresponding stock move(s)

  • Split the RMA if multiple deliveries or partial matches are needed

  • Flag the RMA if no matching sale delivery was found

Table of contents

Use Cases / Context

In many business flows, a returned product must be linked back to the original sale in order to validate warranty conditions, refunds or exchanges.

Manually searching the correct sale order for each RMA is error-prone and time consuming, especially when:

  • the customer has multiple past orders

  • the product was delivered in several partial shipments

  • the return period depends on the type of RMA operation (refund, warranty, lifetime, etc.)

This module introduces an automatic matching engine that links RMA records to the correct delivery moves of the original sale order, based on delivered quantities and eligibility period.

It avoids manual reconciliation and provides a deterministic, auditable match.

Usage

  1. Create an RMA in Draft state

  2. Set the partner, product, quantity and operation

  3. Click “Link to sale order”

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • ACSONE SA/NV

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/rma project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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