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Training Course Outline

IT Vendor Courses Microsoft Dynamics Training Courses

M8536: Microsoft Dynamics GP 9.0 Field Service - Returns Management

Course Duration: 1 day

Course Code: M8536

Course Description:

The one-and a half days 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 to 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.

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.

Prerequisites:

Before attending this course, students must have:

- General knowledge of Microsoft Windows
- Basic knowledge of Inventory and Sales Order Processing

This course includes the following modules:

Overview

Returns Management Features and Benefits
Returns Management Terms and Definitions
RMA Overview and Flow
RTV Overview and Flow
Integration
Returns Management Roadmap

Setup Procedures

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

Equipment Maintenance

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

RMA Daily Procedures

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

RTV Daily Procedures

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

Inventory Transfers

Inventory Transfers
Inventory print - picking and packing
Inventory Receipts

Returns Maintenance

Copying RMAs
Deleting RMAs
Voiding RMAs
Deleting RTVs
Voiding RTVs
Reconcile
Purge
Inquiries
Reports

To make an enquiry for this course to be run ONSITE at your location, click here or call Sales on +44 (0) 20 7620 0033.

Perpetual Solutions are a global provider of onsite training solutions throughout London, UK and the rest of the world. For scheduled training our UK partner network provides an unrivalled choice of courses.

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