Close an RMA without receiving the actual product back from the customer

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When we get a request for credit due to damaged product we do not get the product shipped back to us. Is there a way to process the credit for the customer without receiving the actual product back? Currently we are faking receiving the product back in and then we have to go back in and scrap each line before we can close the RMA. Is there a faster way to get this done? Like a field destroy type process?

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Galina 1,077 on at

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We just use a Receivable transaction of Credit Memo type, and record the details in note field.

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Community Member on at

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Can you explain that process a little bit. We are fairly new to GP.

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Galina 1,077 on at

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Normally we do require our customers to send the product back, then receive and dispose of it. In this case we use Sales Return in Transaction->Sales->Sales Transaction Entry.

But if we don't want the product we create a Receivable Credit memo:

Transaction->Sales->Transaction Entry (not Sales Transaction entry, this is for SOP). And you can apply this CM to the original invoice under which you billed for the product.

Now I'm thinking that we have Receivable Management registered, and you may not. We have GP2013 and AFIK, it's a part of core modules.

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Receivables Management (RM) is a part of core GP- I have never seen a client that doesn't have RM registered.

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Galina 1,077 on at

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Well, they may just not checked it in registered modules.

Anyway, I wanted to add, most of our customers are "on account" customer, so we use CMs, but if you want to issue cash or check refund, you can use Return type of transaction.

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Community Member on at

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This has helped greatly thank you!

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