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Microsoft Dynamics GP (Archived)

Returns Management Best Practice

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Posted on by 22,784

I'm taking a look at RMA in GP Field Service for a client and it seems that the module doesn't function as I would expect it to.

When returning an item, the customer would ring up to get an RMA number, then send the item in. The item would then be received and checked before a decision was made as to whether a repair or replacement would be needed.

Field Service RMA though doesn't allow the reason for return and the action to be taken to be changed after the RMA has been received.

For people using this module, do they raise the RMA and receive the goods back physically but not actually enter the RMA Receiving until the item has been checked and the RMA updated with the new codes?

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  • Dan Liebl Profile Picture
    7,320 on at

    You can change the reason after receiving.  Just go to the RMA Entry window to change it at the header level or at the line level.  Once it is closed, you cannot change it.   I would put it into the business process RMA's cannot be closed until all info is verified and entered.

    Dan Liebl, CMA CPIM | Senior Consultant | OTT,Inc | DLiebl@OTT-inc.com

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