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RMA Module in GP

  • 1.  RMA Module in GP

    Posted 10-18-2018 09:20 AM
    I am trying to understand how to use the RMA Module (below).  What steps do we need to take when using this feature?  How is the financial accounting impacted?




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    Matthew Raffio
    Granite Telecommunications
    Quincy MA
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  • 2.  RE: RMA Module in GP

    Posted 10-19-2018 09:47 AM
      |   view attached
    Matthew – we have developed attached procedure for returns:

    1. Buyer/Purchasing actively manages RMA/RGA process
       a. Returning / exchanging product and communicating with finance when product is known to be returned
    2. Finance actively manages process
       a. When Accounting receives credit memo and has not been communicated from Purchasing regarding return

    See diagram mapping process and let me know if you would like additional info regarding RMA/RGA's.

    Kevin

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    Kevin Coté, CPSM
    Buyer
    Tidewater Barge Lines
    Vancouver WA
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    Attachment(s)



  • 3.  RE: RMA Module in GP

    Posted 6 days ago
    I'm also trying to set up the RMA module and i'm stumped on how to get the numbering sequence (RMA#'s) to be automatic. When i click on (NEW), just the letters RMA pop into the window and its not followed by any numbers such as  - RMA000001. Can anyone help me out?

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    Doug Frederick
    Ideal Deals, LLC dba Ideal Aluminum Products
    St. Augustine FL
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  • 4.  RE: RMA Module in GP

    TOP CONTRIBUTOR
    Posted 6 days ago
    Edited by Jo deRuiter 6 days ago
      |   view attached
    Good Morning @Doug Frederick​ and @Matthew Raffio

    RMAs are kind of awesome!

    To help you guys out, I've attached the full Field Service Manual which includes the Returns Management user guide.

    Good luck and let us know if this does not answer your questions!

    ------------------------------
    Kindest Regards,
    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    GPUG Academy Instructor
    Dynamics GP Credentialing Council-Vice Chair
    770-906-4504 (Cell)

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    Attachment(s)

    zip
    FieldService_GP.zip   3.68MB 1 version


  • 5.  RE: RMA Module in GP

    Posted 6 days ago
    Thank you Jo and i will give this shot.

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    Doug Frederick
    Ideal Deals, LLC dba Ideal Aluminum Products
    St. Augustine FL
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