1. COMPANY LOGO
R. Knight Page 1 of 2 9/22/2016
Business Requirements Document
Project # or Case #
Sharepoint Issue 1/4/2016
12:00am
Project Title Customer Portal RMA
Business Department
- Sponsor
RMA – Kathy Project Manager Becky Knight
BR Version 1.1 Last Update Date 2/9/16 (BK)
Business Case:
Implement business requirements around the Order Tracking – Returns option.
Business Requirements:
I. Order Tracking Results (http://catalog.company.com/commerce/orders/ordertracking.aspx)
A. Display an icon in the Actions column.
1.Icon should look like a shopping cart with an arrow pointing backwards which will allow the user to request a
return of an item or items.
2.This icon should be displayed all the time, regardless of Order Status.
3.This icon should open a new window called “Select Items to Return”.
II. “Select Items to Return” Window
A. Window must have scroll capabilities, when applicable.
B. Eligibility for return:
1.Items must have been invoiced to the customer AND
2.Invoice Date must be equal to or less than 21 days from today’s date.
C. For no items eligible for return on an Order Number:
1.The “Select Items to Return” window should only display a user help message “Only items within 21 days of
Invoice Date are displayed for selection. Contact Customer Service at (800) 555-1234 or
customerreturns@company.com for assistance.”
D. For items eligible for return:
1.Screen header (top of screen)
a) Order Number - Pre-populated based on the Order Number the icon was selected next to.
b) Name - Pre-populated based on the logged in user.
c) Email Address - Pre-populated based on the logged in user.
d) Phone #
i. Field is required.
ii. Allow formatted number with parenthesis and dashes.
i. Error message displays if the field is left blank and user cannot continue until the
field is populated.
e) Ext.
i. Field is optional.
f) Comments
i. Field is optional and allows open text.
2.Item selection (bottom of screen)
a) All eligible items must be listed by Invoice Line.
i. At least one item must be selected.
i. Error message displays if no item is selected and user cannot continue.
ii. Multiple items may be selected.
b) Item table should include fields:
i. Select Items to Return (with checkbox)
ii. Invoice Number
iii. Qty number incrementer (validate against invoice line quantity)
iv. Mfg Part #
v. Mfg Name
vi. SKU
vii. Description
viii. Serial Number – Text boxes for user to enter based on quantity selected
i. Validate against Invoice data and throw an error if they’ve entered something
invalid.
c) For each item, include:
i. Condition
i. Field is required when item has been selected.

2. COMPANY LOGO
R. Knight Page 2 of 2 9/22/2016
ii. Default radio button should be “off” or no choice selected so the user must
choose before they are allowed to continue.
1. If “off” is not an option, then default on “Factory Sealed”.
iii. Provide a radio button selection from this list:
1. Factory Sealed
2. Open
ii. Reason for Return
i. Field is required when item has been selected.
ii. Default radio button should be “off” or no choice selected so the user must
choose before they are allowed to continue.
1. If “off” is not an option, then default on “DOA”.
iii. Provide a radio button selection from this list:
1. Customer No Longer Needs Product
2. Company Order Error
3. DOA/Defective
a. When selected, provide a required text box labeled “Details” for
the user to enter information about the problem.
4. Damaged in Shipment – Must Be Reported Within 3 Days of Receipt
5. Wrong Item Received
a. When selected, provide a required text box labeled “Mfg Part
Received” for the user to enter information about the problem.
3.Help note below the buttons stating “Only items within 21 days of Invoice Date are displayed for selection.
Contact Customer Service at (800) 555-1234 or customerreturns@company.com for assistance.”
III. Email
A. Email notice should be sent from and to customerreturns@company.com and NOT to the Requestor’s email address.
B. Subject must include the Order Number.
C. Body must include header information:
1.Name
2.Email
3.Phone
4.Ext (when applicable)
5.Comments (when applicable)
D. Body must include an individual line for each item selected for return:
1.Invoice Number
2.SKU
3.Quantity
4.Mfg Part
5.Description
6.Serial Number(s)
7.Condition
8.Reason for Return
Assumptions:
1) None
Business Start Trigger:
CLP user wants to return product.
Business End Trigger:
RMA team is notified.
Frequency:
Daily
Availability:
24 x 7
Business Department Reviews
Department Reviewed By Last Review Date
ESS
Information Technology
IT Provisioning