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Microsoft Dynamics GP (Archived)

Close no credit issue RMA

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Posted on by Microsoft Employee

I am new to GP and was asked to close, no credit issued RMA's that are awaiting receipt prior to
2014. Before posting this question I did do some research found a similar case but no answer was given, If any one can guide me to the right direction I would really appreciated.

Thank you

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Close no credit issue RMA

    Hi, So you just need to know how to close? Are you trying to charge the customer for a repair?

    Fill out the RMA and add the part

    On the right side you will see what I call army arrows ... click it to open the drop down of the part.

    This opens the line

    you will see buttons

    Process - This button does a lot for you - like opens a work order

    Serial/Lot - you can add serial numbers here

    User-Defined

    Transfer

    Distribution

    If you have used the Process button and opened a work order - you will need to close that before you can close the main RMA

    Once that is closed

    go to Customer Path - by clicking on the infinity looking button

    This will bring up a new screen. you will need to fill this out.

    We have a part number we use called Repairs or Return in the line Invoice Item Number to put there

    you will need to put something there for it to close out

    if you used the work order you will then see the cost of that work order on the Repair Cost line

    Now - if you need to charge the customer - you can put that charge on the Repair Price line

    Once that is done - Hit okay

    Make sure you have Received the main part that was returned - once received you can click ready Close

    This will check mark the C on the left side - Hit save

    Go to RMA closing and it should be there for you to close.

    The Rma will not close if you have:

    Open Work Order

    If the Parts where not received

    If you don't have a part number in the " Invoice Item Number" in Customer Path

    Everyone system is setup a bit different but I hope that helps you.

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