Returns Management in Microsoft Dynamics GP 9.0
Course 8536: One day;
Instructor-Led
Course Fee:
$499.00
Course Time: 1 day, 9:30 am - 4:30 pm, or 2 evenings, 6pm - 9pm
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 Certification exams
No Microsoft Certification 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 Acronyms 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.
|
