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GP 2018 SOP Return

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Posted on by Urgo Medical

Hello,

Brand new to using GP, and I'm struggling to find documentation for GP 2018 (18.3.1290). I can create a return from an existing customer/invoice and post it, but I can't see where to get the inventory back into GP. Assuming there is a warehouse receipt or something, but I just can't find it.

Tried this document, but it's from 365 and appears to not match what we have.

https://docs.microsoft.com/en-us/dynamics-gp/distribution/returnsmanagement

Appreciate any help!

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Microsoft Dynamics GP

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Lisa at AonC.com 933 Super User 2025 Season 2 on at

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Make sure when you do the return that you return it to On Hand (not Returned) quantity type.

[Once posted, you'll see the inventory as a layer in Inquiry > Inventory > Receipts.]

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Joseph Markovich 3,976 on at

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Hi Eric-

Adding on to Lisa's answer (Hi Lisa!): if the return was already posted, the inventory is there, you'll just have to transfer it from Returned (or whatever quantity type bucket it is sitting in) to On Hand.

This is in the Inventory module. Inventory > Transactions > Transfer Entry.

Enter a batch number to create it and save it.

Then enter in the item number and quantity that was returned from the return. Then hit the button that says Quantity Type. Select "Returned" in the from and "On Hand" in the to.

Then save and post the batch. You'll see the inventory moved back to On Hand!

I hope this helps too.

Thanks.

Joe

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Urgo Medical 5 on at

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Thanks for the help Joe and Lisa! I can do a straight return like in Lisa's screen shot and that does get back to stock. What I need to do is a return that uses an existing invoice. In Sales Transaction Entry, I can use Additional > Create Return and there I can select a customer and Invoice, then mark the items to return. However that inventory never makes it back to stock.

Do you know where I can go to setup this RMA Type?

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Almas Mahfooz 11,009 User Group Leader on at

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Goto Tools>>Setup>>Field Service>>Return Setup

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Joseph Markovich 3,976 on at

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You won't need to worry about the RMA thing. Just leave it unchecked.

Thank you.

Joe

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Urgo Medical 5 on at

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I don't see field service there in Tools > Setup.

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