Processing a Return to Warehouse in Dynamics 365 Field Service

In this post, we will show how to process a return to a warehouse in Dynamics 365 Field Service. We will follow on from our previous post of managing inventory in Dynamics 365.

There are different ways to create a return in Dynamics 365, including a return to warehouse and return to vendor.

The first thing to do is to create a return merchandise authorization (RMA). Go to the Field Service menu and select RMAs:

Select New:

Enter fields, including the Service Account, Price List, if it’s taxable, etc. Click Save:

Next, add the products to be returned:

We will return 7 Universal Hard Drives:

Select the type of return. We will select Return to Warehouse:

Once complete, press Save. Then click Refresh on the RMA to see the RMA product:

Next, approve the RMA. As an approver, open the RMA and change the status.

Next, create an RMA receipt.

Select Add New RMA Receipt:

Ensure the RMA is selected, and Save:

Next click Add New RMA Receipt Product:

Enter the product and quantity and press Save:

Once complete, the quantities will be updated in the Main warehouse, in our case changing from 40 to 47:

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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert