Closing Open RMA’s in Field Service module GP 2018

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  • Windi Epperson

    Member
    September 5, 2024 at 3:38 pm
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    Hey @kkoehlevaluedrugco-com

    I’m not a Field Service person but I did find the following in the MS documentation (found here: Returns Management – Dynamics GP | Microsoft Learn).

    1. Open the RMA Closing window. Transactions > Returns Management > RMA Closing

    2. Select a way to view the RMA documents. To view all open RMA documents, select All.

    3. Select the M (Marked to Post) check box to have this RMA show up on the preview report or to close it. Click Mark All to choose all RMAs available for closing.

    4. If the RMA line is a kit item, enter information in the Repair Cost and Repair Price fields. When a kit item is marked for closing, the related kit items also are closed, even though they are not displayed in this window.

    5. Click Preview to print a preview of the items selected for closing. Select the P (Print) check box to include a detailed report of the records posted during the closing process.

    6. Click Post.

    Only those RMA documents that have been selected as Ready To Close in the RMA Entry/Update window will appear in the RMA Closing window.

  • Karen Koehle

    Member
    September 16, 2024 at 10:50 am
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    Thank you – I’ll check this out.

    • Karen Koehle

      Member
      September 17, 2024 at 2:53 pm
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      Does anybody know how to handle PARTIAL RMA’s? We think that the majority of the 7 year’s worth of RMA’s hanging around, clogging our system, are Partial.

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