Best way to process Restocking Fee in GP SOP

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Posted on by Tami Farrelly

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hi there,

We are looking at the best way to process an sales inventory restocking fee when a customer returns a product in the Sales Order Processing module of Great Plains Dynamics 2013R2.

We have specific GL accounts we would like it to hit and have tried with a non inventory item on the line and we add the distribution accounts in the line detail...although it is not posting properly??

Does anyone else have a method or some ideas we could implement for this process??

Tami

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Rosemary 10 on at

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RE: Best way to process Restocking Fee in GP SOP

I agree with you, I prefer to use what the application recommends, but we don't have RMA at this time.

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Rosemary 10 on at

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RE: Best way to process Restocking Fee in GP SOP

Thank you, this has helped a lot...

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Mariano Gomez 26,225 on at

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RE: Best way to process Restocking Fee in GP SOP

I like the approach, but not sure it works when customer is expecting an invoice for restocking fee. It all depends on the business process you have established. This is why I prefer the Returns Management module. In addition, with Returns Management, you are able to determine whether the product is being returned for repair or replacement, which then allows you to order parts associated with processing the RMA as a whole, etc.

Again, not saying this approach is wrong as it clearly works for you and certainly depends on the level of complexity you have in the return process.

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Ken Roy 490 on at

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RE: Best way to process Restocking Fee in GP SOP

I created an item number called RESTOCK with a class type "Miscellaneous Service Item". When we charge 20% restocking fee, we just add the line item as a negative on the Return. I have it posting to the Sales GL code but you should be able to change it on the Item Card to something else.

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Mariano Gomez 26,225 on at

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RE: Best way to process Restocking Fee in GP SOP

The Field Service manual covers it pretty well as it's not a part of Sales Order processing.

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Tami Farrelly 5,080 on at

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RE: Best way to process Restocking Fee in GP SOP

Too bad there is limited documentation on the use of returns management...

Tami

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Mariano Gomez 26,225 on at

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RE: Best way to process Restocking Fee in GP SOP

I've always believed in using the right tool for the job. This is what Returns Management do right out the box for you. In the RMA Type Maintenance window, you have the ability to add an Invoice Item Number which is typically and traditionally used for restocking fees or repair charges. When you close out the RMA, the system will automatically generate a restocking fee invoice.

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Tami Farrelly 5,080 on at

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RE: Best way to process Restocking Fee in GP SOP

Hey there Josh...thank you for the suggestions..unfortunately we use the Trade Discount.

Thanks again

Tami

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jthiessen3587 15 on at

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RE: Best way to process Restocking Fee in GP SOP

Hi Tami,

If your doing the return through sales transaction entry window, you might be able to use the trade discount field if its not being used.

You should be able to just change the GL it uses by default in the distributions field. If you never use the trade discount field in sales transaction entry you can have an admin change that field to default to your restocking fee GL

-Josh

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Rosemary 10 on at

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RE: Best way to process Restocking Fee in GP SOP

Good day,

I am looking for some info on this same topic, have you gotten anywhere?

Rosemary

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