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Supply chain | Supply Chain Management, Commerce
Suggested Answer

Why don't return orders/RMA's show up on the (inbound) load planning workbench?

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Posted on by 132
Dear Madam/Sir,
 
Why don't return orders/RMA's show up on the (inbound) load planning workbench? (D365 F&O)
 
We can create inbound/outbound loads for purchase orders, transfer orders, sales orders ..., but there does not seem to be any option to include RMA's in an inbound order.
As a return order (if physical return, not a mere credit) would mean inbound 'supply' to our warehouse, I would expect to be able to plan for this accordingly.
Am I missing something obvious or is this simply not yet an option?
 
Thank you for your thoughts/comments,
Koen
I have the same question (0)
  • Suggested answer
    Kevin Xia Profile Picture
    Microsoft Employee on at
    Hi,

    the return orders or RMA's do not show up on the inbound load planning workbench by default. This is because the load planning workbench is primarily designed for managing the planning and execution of inbound shipments related to purchase, transfer, or sales orders.
    However, if you need to include return orders or RMA's in the inbound order planning, you can consider using alternative methods or configurations. Here are a few suggestions:

    1. Customization: You may need to customize the load planning workbench or create a separate workbench specifically for managing return orders or RMA's. This would involve development efforts to extend the functionality of D365 F&O.

    2. Workaround: As a workaround, you can manually create inbound loads or work orders for return orders/RMA's outside of the load planning workbench. This would require manual coordination and planning between the warehouse team and customer service to ensure proper receipt and processing of the returns.

    Best regards,
    Kevin
  • Suggested answer
    Fasih Profile Picture
    416 on at

    Hi,
     
    The load planning workbench is not designed to handle return orders or RMAs, as these are typically handled separately by the returns department. However, there are a few reasons why you might want to include return orders or RMAs in the load planning workbench.
    To get a complete picture of all inbound shipments. If you include return orders or RMAs in the load planning workbench, you will be able to see all of your inbound shipments in one place, which can help you to better plan and execute your inbound logistics.
    To consolidate shipments. If you have a large number of return orders or RMAs, you may be able to consolidate them into fewer shipments, which can save you money on transportation costs.
    To track the status of return orders or RMAs. You can use the load planning workbench to track the status of return orders or RMAs, from the time they are created until they are received at your warehouse.

    If you decide to include return orders or RMAs in the load planning workbench, you will need to create a separate process for handling them. This process should include the following steps:
    Create a return order or RMA. This can be done manually or through an automated system.
    Assign the return order or RMA to a load. This can be done manually or automatically.
    Plan the transportation of the return order or RMA. This includes determining the transportation mode, carrier, and route.
    Execute the transportation of the return order or RMA. This includes tracking the shipment and ensuring that it arrives at your warehouse on time.
    Receive the return order or RMA at your warehouse. This includes inspecting the returned goods and processing them into your inventory system.

    By following these steps, you can ensure that return orders or RMAs are handled efficiently and effectively. Or you can customize load planning work bench in RMA.


    Regards
    Fasih

  • ArnaudM Profile Picture
    4 on at
    Did anyone do the suggested customization in order to allow adding RMAs to loads? How did you achieve this?
     
    Thanks for your help!
  • Suggested answer
    Laurens vd Tang Profile Picture
    4,012 Super User 2025 Season 2 on at
    Dear Koen,
     
    Unfortunately, that's not possible in standard Dynamics. My advice is to either raise an idea—with a supporting scenario—on Microsoft’s Ideas portal or consider developing a customization. Link to the ideas portal: https://experience.dynamics.com/ideas/
     
    Best regards,
    Laurens van der Tang
  • Liese-Marie Heyns Profile Picture
    337 on at
    Is there a functional reason for excluding RMA's from the load planning workbench, for example that the orders are functionally so different from a PO or SO that the existing functionality is not easily extended? Has anyone extended the load planning workbench to include RMA's and did this work effectively?

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