D365 Business Central Advanced RMA and Case Management

[@DinoAhn]

hi Ben, are RMA/Cases all created equal (with any other case management)? when a client invoices a case it generates a sales invoice. not an RMA. is that the same module?

[@erpconnectconsulting]

Great question. RMA and Case Management is intended to manage customer returns in the system in an automated fashion. It may start as a ticket with a complain, and may end there with just a refund or logging. Otherwise you can proceed to actually processing the customer return, and if you need to return the items from your vendor can do so as well. Then you also have the ability to reissue the sales order to get replacement goods out to your customer. I hope that answers all of your questions. Everything is running through out of box sales/purchase order tables, we just have additional functionality to make this process easier for you. For additional questions please send an email to [e-mail]

[@DinoAhn]

@@erpconnectconsulting thanks for the insight!