Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics SL (Archived)

Processing RMA with and without Project

(0) ShareShare
ReportReport
Posted on by 639

Is there a third party out there that would handle the creation of RMA's?  I have two situations - one using the standard Inventory, Purchasing and OM and the other using Project with Flexible Billings.

The client would like a way to track their returns.

Thanks,

Cherie Kane

*This post is locked for comments

  • Cherie Kane Profile Picture
    639 on at
    RE: Processing RMA with and without Project

    They currently aren't processing returns, this is something they are looking into doing.  They are using PO but only for Services for Project so I'm not sure OM would work.

    Was wondering if there is any third party software out there to handle this type of situation.

    Cherie Kane

  • Community Member Profile Picture
    on at
    RE: Processing RMA with and without Project

    Are the returns processed through the Sales Order screen, and the related project is open? Our client used to avoid project related returns through OM. Once they reopened closed projects before processing the RMA, the OM return would update all tables.

    They ran invoices through OM; I'm not sure of the impact on Flex Billings.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard >

Featured topics

Product updates

Dynamics 365 release plans