Return Workflow Maps

BPMN-style maps of the 12 active Return and Return Shipment processes, plus the two sub-processes that move a Return forward. Each lane is the role that does the work. Most processes start when a Stage or Status changes and finish by setting the next one.

Start: the field change that triggers the process
End
Timer: waits until a date
User task: assigned to the lane's role. Process waits until it's completed
System step: reads or updates a record automatically
Sub-process: calls another process
Decision: one path, chosen by a field or task result
Parallel: runs both paths, then waits for both

Lanes: PA = Portfolio Analyst · Revenue Specialist covers ARM and LSS tasks · Lease Booking is a role. Owners come from the Return record.

MAP

End-to-end overview

Select a box to jump to that process. Follow the main path: A1 → A4, then S1 → S5. The condition report path is a separate way a Return can close.

Return main path

From Termack to the RMA, ending when the PA creates the Return Shipment.

Generate Termack

Creatio process EOL: Return Generate Termack

Starts when Return Status changes to Termack Pending (Type = Return)

Shipping Notice & Remarketing Decision

Creatio process EOL: Return Generate Shipping Notice

Starts when Return Status changes to Termack Issued (Type = Return), or manual start

A2A

Remarketing Decision (sub-process)

Creatio process EOL: Return Remarketing Decision

Starts when Called by A2 after the −30 day wait

Issue RMA

Creatio process EOL: Issue RMA > update status and stage

Starts when Return Stage changes to RMA

Obtain Shipment Details & Pickup Dates

Creatio process EOL: Obtain Shipment Details & Pickup Dates

Starts when Return Status changes to RMA Issued, Return Pending

Return Shipment

Runs per shipment. The Return closes when every asset is shipped and every shipment is Complete.

Planning Stage

Creatio process EOL: Return Shipment Planning Stage

Starts when A Return Shipment is created, or its Stage changes to Return Planning

Tracking Stage

Creatio process EOL: Return Shipment Tracking Stage

Starts when Shipment Stage = Return Tracking (also re-fires if Name or Remarketing Specialist changes)

Condition & Deal Analysis

Creatio process EOL: Return Shipment Condition and Deal Analysis

Starts when Shipment Stage changes to Asset Condition & Deal Analysis

S3A

Discuss Damaged Equipment & Freight (sub-process)

Creatio process EOL: Return Shipment Discuss Damaged Equipment and Freight

Starts when Called by S3

Return Shipment Complete

Creatio process EOL: Return Shipment Complete

Starts when Invoicing Complete AND 3P Invoicing Complete are both True while Stage = Billing Adjustment

Check to Close Return

Creatio process Shipment Complete, Check to Close Return

Starts when Shipment Stage changes to Complete

Condition report path

Status-driven path that also closes the Return. Its starting status is set outside these processes.

Equipment Returned

Creatio process EOL: Equipment Returned, Review Condition Report

Starts when Return Status changes to Equipment Returned (Type = Return)

Condition Report Activities

Creatio process EOL: Return Condition Report Activities

Starts when Return Status changes to Review Condition Report (Type = Return)

Remarketing Invoice & Close

Creatio process EOL: Return Remarketing Invoice

Starts when Return Status changes to Invoice Issued (Type = Return)

Read-only reference. Generated from the process definitions in Creatio DEV; nothing in Creatio was changed. Sub-processes outside these folders (Remarket Equipment, Chargeback, Freight, Remove Assets, Update Lease Payment) appear as single boxes.