Dynamics Community Forum Thread Details

RMA Credit to Customer function

Dear Field Service experts:

We recently discovered a requirement from the customer that a credit memo is needed for customer returns. I noticed that the RMA is built for that request. However, I had problems when click the Credit to Customer button on the RMA receipt command bar. A pop up window says "Work Order Product Id is Null". I followed the steps of creating RMA, RMA product, then RMA Receipt and RMA Receipt Product. I made sure the work order product is entered in all of the fields that says Work Order Product but still failed. I also checked the Credit to Account is "Yes" on the RMA Product form.

I asked my developer to disable that error and tried the button again. The error now becomes "Work Order is Null". I asked again to disable this error. I can now successfully create the invoice.

My question is:

1. why is the system showing that error despite i have the RMA associated to the work order and work order product?

2. now that i have the invoice created, how do i tell the difference between a credit invoice and a regular invoice? If somewhere on the invoice says the invoice is with a negative amount, i would know this is a credit memo to customer.

Really appreciate your help.

Thanks,

Jiajia

Hi Jay Lyn,

Q:why is the system showing that error despite i have the RMA associated to the work order and work order product?

I couldn't reproduce your error. Please follow the steps in the doc to have a try:

https://docs.microsoft.com/en-us/dynamics365/field-service/process-return

Q: now that i have the invoice created, how do i tell the difference between a credit invoice and a regular invoice? If somewhere on the invoice says the invoice is with a negative amount, i would know this is a credit memo to customer.

There is no field to indicate the invoice is credit invoice or regular invoice. As you say, you could create memo. And unlike generating invoice from Lead -> Opportunity -> Quote -> Order -> invoice, when you generate the invoice from RMA receipts, the Opportunity and Contract field would not automatically populated.

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