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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Tami Farrelly 5,080 on at

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Wow...really surprized that we are the only company running GP that wants to use\implement a restocking charge??

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Tim Foster 8,515 on at

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Tami,

Sorry, I haven't checked in on the board in a little while. We use a Miscellaneous Charge Item in Dynamics GP to handle restocking fees. It sounds like your GL distributions are a little complex. We use Flexicoder (eOne) here to recode GL entries from the SOP module.

Tim

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Tami Farrelly 5,080 on at

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Hi there Tim,

Thanks for the reply.

will check flexcoder to see if thats what we need.

Tami

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Rosemary 10 on at

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Good day,

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

Rosemary

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jthiessen3587 15 on at

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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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Tami Farrelly 5,080 on at

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

Thanks again

Tami

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MG-16101311-0 26,225 on at

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

Tami

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MG-16101311-0 26,225 on at

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

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Ken Roy 490 on at

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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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