Returns Management in Microsoft Dynamics GP 9.0
Course 8536: One day; Instructor-Led
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Introduction
This one day Microsoft Dynamics GP Returns Management course
explores the returns windows and functions used to process RMAs
(Return material authorization) from your customers as well as RTVs
(return to vendor). This course also teaches about the underlying
master tables used throughout the Field Service Series (FSS) modules
as well as additional functions for Returns available within SOP.
Additional features such as copying, deleting, voiding and
reconciling inventory are covered as well.
A thorough understanding of these topics allows you to handle all
necessary functions regarding inventory processing relating to
returned goods. You learn how to process a return from the customer
on through to returning an item to the vendor for a warranty repair
and then back to the customer with minimal effort. This course also
shows you how to define default values that automatically populate
data fields and gather the information you need to make better
business decisions by exploring powerful inquiry and reporting
options.
Audience
Customers wanting to learn the basic features and to develop a
working knowledge of the typical day-to-day procedures required to
effectively use Returns Management.
The class is targeted toward data entry clerks, administrators,
office managers, CEOs, and consultants who need to understand the
technical aspects of Microsoft Dynamics GP Returns Management and
gain foundational knowledge of the application functionality.
At Course Completion
After completing this course, students should be able to:
| • |
Process different types of RMAs from
credits, to replacements, to cross-ships. |
| • |
Create customer credits, replacement
orders and re-stocking charges all from within the RMA
processing functions. |
| • |
Handle scrapping inventory, returning
inventory to stock, and processing returned items to a depot
(repair) center. |
| • |
Process Returns to the vendor for
credit, replacement or repair. |
| • |
Link RTVs to RMAs to ensure a
documented flow that remains with the equipment from the
time it enters your warehouse on through to the vendor and
then back again. |
| • |
Perform reporting for scheduling of
in-bound returns and overdue items. |
| • |
Perform analysis regarding product
turnaround. |
Prerequisites
Before attending this course, students must have:
| • |
General knowledge of Microsoft Windows |
| • |
Basic knowledge of Inventory and Sales
Order Processing |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with
this course currently.
Course Materials
The student materials include a comprehensive workbook and other
necessary items for this class.
Course Outline
Chapter 1: Overview
This chapter provides a general overview of the features and
benefits of using the Returns Management module in an integrated
environment. It also focuses on how this module integrates with
other modules in the Microsoft Dynamics GP application.
Main Topics
| • |
Returns Management Features and
Benefits |
| • |
Returns Management Terms and
Definitions |
| • |
RMA Overview and Flow |
| • |
RTV Overview and Flow |
| • |
Integration |
| • |
Returns Management Roadmap |
After completing this chapter, students should be able to:
| • |
Identify the features and benefits
available when using Returns management |
| • |
Discuss integration that takes place
between Returns management and other modules within the
application |
| • |
Identify the navigation used to access
the windows for transactions, reports, utilities, routines,
and inquiries in Returns management |
Chapter 2: Setup Procedures
This chapter focuses on the setup procedures for the Returns
Management module. We will examine the pre-requisite setup and
overlapping windows to make Returns operate smoothly. Returns
Management setup reports are also discussed briefly.
Main Topics
| • |
Returns Management Setup Checklist |
| • |
Company, Financial, Inventory and Sales
Setup Procedures |
| • |
Posting Setup |
| • |
Site maintenance |
| • |
Item maintenance |
| • |
Price Level Maintenance |
| • |
Equipment Status maintenance |
| • |
Customer Extensions setup |
| • |
Item extensions setup |
| • |
RMA Status maintenance |
| • |
RMA Reason Code maintenance |
| • |
RMA Type maintenance |
| • |
RTV Status Maintenance |
| • |
RTV Type maintenance |
| • |
Vendor Extensions maintenance |
| • |
Reimbursement maintenance |
| • |
Returns Setup |
Labs
| • |
Set up precursor data for Returns |
| • |
Create Customer and Item extensions |
| • |
Create RMA Types |
| • |
Update RMA Types for Ready Close status |
| • |
Create RTV Types |
After completing this chapter, students should be able to:
| • |
Customize settings for the Returns
Management module |
| • |
Set up extended data for customers and
vendors |
| • |
Create RMA and RTV types |
| • |
Specify the basic life cycle for an RMA
and an RTV |
Chapter 3: Equipment Maintenance
This chapter helps the student to understand the equipment master
and it's relationship to inventory and customers and how it is used
in the Returns module.
Main Topics
| • |
Inventory vs. Equipment |
| • |
Equipment maintenance |
| • |
Equipment ECO |
| • |
System Configuration maintenance |
| • |
Equipment maintenance - supersession |
| • |
Equipment meter readings |
| • |
Equipment PM Schedule maintenance |
| • |
Equipment Entry - PMs |
| • |
Equipment Inquiry |
| • |
Desktop Inquiry |
Labs
| • |
Create Equipment Maintenance records
manually |
| • |
Create Equipment records from SOP |
| • |
Create Equipment records from PO
Receiving |
| • |
Test your knowledge - equipment
maintenance |
After completing this chapter, students should be able to:
| • |
Enter and edit equipment records |
| • |
Perform actions related to equipment |
Chapter 4: RMA Daily Procedures
This chapter describes how to enter and maintain RMAs (Return
material authorization) from customers and illustrates the process
from the transaction entry to RTV closing.
Main Topics
| • |
RMA Process Flow by RMA Type chart |
| • |
RMA Entry/Update |
| • |
RMA Line Item information |
| • |
RMA Line Serial Numbers |
| • |
RMA Customer Path information |
| • |
RMA Receiving |
| • |
RMA Line Process Return |
| • |
RMA Closing |
| • |
Internal RMA Entry |
| • |
Create SOP Auto Return |
Labs
| • |
Create an RMA manually |
| • |
Create an RMA from a SOP invoice |
| • |
RMA Receiving |
| • |
RMA Process Line |
| • |
Short Answer - RMA |
After completing this chapter, students should be able to:
| • |
Enter and process RMA transactions |
| • |
Process RMA lines |
Chapter 5: RTV Daily Procedures
This chapter describes how to enter and maintain RTVs (Return to
Vendor) for vendors and illustrates the process from the transaction
entry to RTV closing.
Main Topics
| • |
RTV Process Flow by RTV Type Chart |
| • |
RTV Entry/Update |
| • |
RTV Shipping Details |
| • |
RTV Line Detail View |
| • |
RTV Line Vouchers |
| • |
RTV Shipping |
| • |
RTV Receiving |
| • |
RTV Closing |
Labs
| • |
Create an RTV manually |
| • |
RTV Shipping |
| • |
RTV Receiving |
After completing this chapter, students should be able to:
| • |
Enter and process RTV transactions |
Chapter 6: Inventory Transfers
This chapter examines the underlying inventory transfers that are
used with RMAs and RTVs.
Main Topics
| • |
Inventory Transfers |
| • |
Inventory print - picking and packing |
| • |
Inventory Receipts |
Labs
| • |
Inventory Transfers |
| • |
Inventory Receipts |
After completing this chapter, students should be able to:
| • |
Create an inventory transfer manually |
| • |
Process the inventory shipping
separately |
Chapter 7: Returns Maintenance
This chapter shows how to copy, delete, void and purge RMAs and
RTVs and learn the various inquiry and reports available.
Main Topics
| • |
Copying RMAs |
| • |
Deleting RMAs |
| • |
Voiding RMAs |
| • |
Deleting RTVs |
| • |
Voiding RTVs |
| • |
Reconcile |
| • |
Purge |
| • |
Inquiries |
| • |
Reports |
After completing this chapter, students should be able to:
| • |
Copy, Delete or Void Returns documents |
| • |
Reconcile Inventory |
| • |
Purge historical returns |
| • |
Search using the inquiries and reports |
Appendix A: SmartList
This appendix discusses the use of SmartList to access returns
data. There are also optional exercises that can be completed by
students if time permits.
Main Topics
| • |
Using SmartLists |
| • |
Creating Objects |
| • |
Using the Search Button |
| • |
Saving New Objects as Favorites |
Labs
| • |
Returns management smartlist |
After completing this appendix, students should be able to:
| • |
Use SmartLists to access valuable
returns data |
| • |
Create new SmartList objects |
| • |
Use the Search button to manage the
information in a view |
| • |
Explain the various options that are
available when using SmartLists |
Appendix B: Terms and Acronymns used in the Field Service
Industry
This appendix presents questions on various topics in Field
Service. It is a good review tool to test what you have learned.
Main Topics
| • |
Test Your Knowledge Questions |
| • |
Quiz |
After completing this appendix, students should be able to:
| • |
Gauge how much they have learned about
Field Service |
| • |
Identify areas that need to be reviewed |
Appendix C: Case Study
This case study is a comprehensive lab that can be used to
reinforce the learning that has occurred throughout the Returns
Management class.
After completing this chapter, students should be able to:
| • |
Understand the necessary processes to
set up and manage Returns Management |
| • |
Have more confidence in their ability
to use Returns Management in their company |
Appendix D: Answers
This section includes the answers to all the labs that appear
through out the manual.
