{"id":1152,"date":"2016-12-01T07:13:47","date_gmt":"2016-12-01T07:13:47","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=1152"},"modified":"2025-06-17T05:28:20","modified_gmt":"2025-06-17T05:28:20","slug":"customer-return-flow-in-sage-500","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2016\/12\/01\/customer-return-flow-in-sage-500\/","title":{"rendered":"Customer Return flow in Sage 500"},"content":{"rendered":"<p style=\"text-align: justify;\">In Sage 500 ERP, Multiple returns policies are easily managed. You can determine whether return material authorizations (RMAs) are required or not. Customers can return items from multiple orders on one RMA, even if you shipped them from different warehouses, it can save your customers as well as data entry user\u2019s time.<\/p>\n<p style=\"text-align: justify;\"><strong>New Stuff:<\/strong> <a href=\"http:\/\/www.greytrix.com\/blogs\/sagemas\/2016\/11\/22\/visual-process-flow-for-sage-500-erp\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"text-decoration: underline;\">Visual Process Flow for Sage 500 ERP<\/span><\/a><\/p>\n<p style=\"text-align: justify;\">The process flow for Customer Return in Sage 500 ERP is:-<\/p>\n<ul style=\"text-align: justify;\">\n<li>Enter RMA<\/li>\n<li>Enter Customer Returns<\/li>\n<li>Process AR-Invoice with providing Credit notes to customer&#8217;s<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Below is the process flow design of Customer Return.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img1-1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter\" title=\"SO Customer Return\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img1-1.jpg\" alt=\"SO Customer Return\" width=\"733\" height=\"474\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">The Sage 500 ERP Sales Order module features a formalized Return Merchandise Authorization (RMA) process to help you simplify returns and issue credit, replacement or repair.<\/p>\n<p style=\"text-align: justify;\">For understanding of flow in sage 500 ERP system; we take SO( 0000000325 ) for customer BlackWel, who returns the item as he is not satisfied with the product.<br \/>\nWe create a RMA against the SO by selecting SO line and enter the details and reason for return of goods.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img2-1.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-1154 size-full\" title=\"Enter RMAs\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img2-1.jpg\" alt=\"Enter RMAs\" width=\"725\" height=\"480\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Then step ahead for Customer Returns, we will verify the qty. of goods that are returned and select the Bin (VernonBinA) for product\u00a0 in Inventory\u00a0 Distribution using &#8216;Detail&#8217; option.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img3-1.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-1155 size-full\" title=\"Enter Customer return screen\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img3-1.jpg\" alt=\"Enter Customer return screen\" width=\"731\" height=\"515\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Now we commit and post Customer return as per date, it was generated for product and Process AR invoice of generated CM (Credit Memo) for customer return on related SO.<br \/>\nNavigate to &#8216;Account Receivables&#8217; \u00e0 &#8216;Activities&#8217; \u00e0 &#8216;Process Invoice&#8217; , select the shipment (or SO) for which return is applied, you observe the CM is generated already for SO. (CM get generated for customer return after we post SO in ERP system).<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img4-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1156 size-full\" title=\"Process Invoice\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img4-1.jpg\" alt=\"Process Invoice\" width=\"618\" height=\"444\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img5-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1157 size-full\" title=\"Move transaction into batch\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img5-1.jpg\" alt=\"Move transaction into batch\" width=\"643\" height=\"315\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">After selecting the CM we post the invoice.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img6-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1158 size-full\" title=\"Process Invoice\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/12\/img6-1.jpg\" alt=\"Process Invoice\" width=\"643\" height=\"445\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">This is how the flow for customer return carried in Sage 500 ERP, with Implementation of smart return policies.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\nGreytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p><a href=\"http:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique solutions of\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100 integration with Sage CRM<\/a>,\u00a0and <a href=\"http:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\">Salesforce.com\u00a0<\/a> along with Sage 100 Migration from Sage 50 US, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-100-erp\">Sage 100 customization and development services\u00a0<\/a>to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n<p>For more details on Sage 100 Services, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Sage 500 ERP, Multiple returns policies are easily managed. You can determine whether return material authorizations (RMAs) are required or not. Customers can return items from multiple orders on one RMA, even if you shipped them from different warehouses, it can save your customers as well as data entry user\u2019s time. New Stuff: Visual\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2016\/12\/01\/customer-return-flow-in-sage-500\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[175],"tags":[271,272,372,379,413,481,482],"class_list":["post-1152","post","type-post","status-publish","format-standard","hentry","category-sage-100","tag-customer-return","tag-customer-return-flow-in-sage-500","tag-process-flow","tag-rma","tag-sage-500-erp","tag-visual-process-flow","tag-visual-process-flow-for-sage-500-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customer Return Flow in Sage 500 ERP<\/title>\n<meta name=\"description\" content=\"Explore the customer return process in Sage 500 ERP, covering return 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