8536: Returns Management in Microsoft Dynamics GP 9.0 Course Description
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.
Intended Audience for the 8536: Returns Management in Microsoft Dynamics GP 9.0 Course- 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.
- Before attending this course, students must have general knowledge of Microsoft Windows and basic knowledge of Inventory and Sales Order Processing.
8536: Returns Management in Microsoft Dynamics GP 9.0 Course Objectives
- 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.
Recommended Prerequisites for the 8536: Returns Management in Microsoft Dynamics GP 9.0 course
8536: Returns Management in Microsoft Dynamics GP 9.0 Course Outline
- 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
Benefits of taking the 8536: Returns Management in Microsoft Dynamics GP 9.0 course at NetCom
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Why choose Microsoft Dynamics Training at NetCom Learning?
As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies. In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!
See the training value proposition below:
NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!!
Microsoft Certified Partner for Learning Solutions Value Proposition:
| Microsoft Certified Partner for Learning Solutions | Non-authorized Training Center |
| Only MCT (Microsoft Certified Trainers) are authorized to teach the class | Non MCT can teach the course |
| Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training | Do not have access to official courseware |
| Partners adhere to stringent Microsoft designated lab requirements | Computer and lab equipment may not be up to requirements of course |
| Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses | Not authorized to issue Certificate of Completion |
| Overall, a better quality training experience | Substandard training experience |
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NetCom provides Authorized Training
NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.
See our comprehensive list of partner authorizations.
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Award winning, world-class Instructors
- Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations.
Bio:
Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.
Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
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- Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning.
Bio:
Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV.
Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.
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- Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.
Bio:
Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.
Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
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Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases.
With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
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Actual Client Testimonials
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May 21 2012 |
The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area.
This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice.
-Candice C.
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May 21 2012 |
Good course. Good service. Good instructor.
-Raman T.
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May 21 2012 |
The instructor did an incredible job of presenting.
-Kelly D.
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May 21 2012 |
The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts.
-John B.
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May 21 2012 |
Stan is an excellent instructor. He made the course very informative and kept it interesting.
Sebastian S.
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May 21 2012 |
Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated.
-Lily L.
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May 07 2012 |
It was a good experience. It will help me in my new position loading the CRM practices.
-Adolfo R.
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Mar 12 2012 |
Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun.
-Kyle P.
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Awards won by NetCom
NetCom Learning is an award winning, customer focused company. We are simply Passionate About Learning!
See our list of awards.
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Specialized Boot Camp Training

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Enrollment Options for the 8536: Returns Management in Microsoft Dynamics GP 9.0 course
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