Dynamics 365 Customer Returns & Order Holds | RMA, Replacements, Credits & Commission Reversal
Learn Customer Returns and Order Holds in Microsoft Dynamics 365 Supply Chain Management, including Return Orders/RMAs, Return Reason and Disposition Codes, returned-item receipts, replacements, credits and refunds, return costing, Commission Reversal scenarios, Hold Codes, order control, and releasing held Sales Orders.
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Sneak peek inside!
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Course Length: 00 Hours 28 Minutes 10 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides practical, hands-on training on Customer Returns, Commission Reversal, and Order Holds in Microsoft Dynamics 365 Supply Chain Management. You’ll learn how to create and process customer Return Orders, manage return reasons and dispositions, receive returned products, process replacements and credits, understand return-related financial effects, handle Commission Reversal scenarios covered in the course, and control Sales Order processing through Order Holds.
What You Will Learn
- Understand Customer Returns in Microsoft Dynamics 365 Supply Chain Management
- Understand Return Orders and Return Material Authorization concepts
- Create Customer Return Orders
- Configure and use Return Reason Codes
- Understand Return Disposition Codes
- Receive returned products
- Inspect and process returned products
- Understand replacement-product processing
- Understand Credit-Only Return scenarios
- Process Customer Credits and Refund-related transactions
- Understand Return Cost Price and Return Lot relationships
- Understand the effect of returns on inventory and costing
- Understand Commission Reversal scenarios associated with Customer Returns
- Understand commission adjustments associated with returned transactions
- Understand Sales Order Holds
- Create and configure Order Hold Codes
- Place Customer Sales Orders on hold
- Understand security roles associated with releasing holds
- Understand inventory-reservation behavior for held orders
- Review and manage held Sales Orders
- Release Order Holds
- Support controlled Sales Order and Customer Return processing
Course Overview
This module includes hands-on demonstrations of:
- Creating Customer Return Orders
- Working with Return Reason and Disposition Codes
- Receiving and processing returned products
- Processing replacement-product scenarios
- Understanding Customer Credit and Refund scenarios
- Reviewing Return Cost relationships
- Reviewing Commission Reversal and adjustment scenarios covered by the course
- Creating Order Hold Codes
- Placing Customer Sales Orders on hold
- Reviewing held Sales Orders
- Releasing Order Holds
Outcome
By the end of this course, you’ll understand how to process Customer Returns and control Sales Orders in Microsoft Dynamics 365 Supply Chain Management, including Return Orders/RMAs, reasons and dispositions, returned-item processing, replacements, credits, Return Cost concepts, Commission Reversal scenarios, Hold Codes, and releasing held Sales Orders.
