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  • Sage200 FOC returns & replacements

    Hi, What is the best way to process a customer return that has been paid for. The item is under warranty so we need to make a new SO for a FOC replacement, However a sales return has been generated for the return and the full sales price. If we do this…

  • Quick Method of Accounting for HST

    My question is how do I account for the difference between HST collected and HST remitted? Is anyone else using the Quick Method? How are you handling it? I elected to use the Quick Method of Accounting for HST this year, and it doesn't look like…

  • Free live webinar - Products - Using the Returns option - Recording available

    Learn how to process returns in Sage 50 Accounts Professional. This session has taken place, but you can catch up with a recording:

  • When doing a SOP Return could the system generate a collection/pick up document that can be sent to the customer in the same way it does when you despatch an order?

    We currently send our drivers with hand written lines when collecting faulty or damaged goods previously delivered to a customer. This hand line then gets processed through sales returns when they get back. Is there any way raise a sales return to generate…

  • returning an item to inventory

    Hi, How do we go about returning an item to inventory? Scenario: We charge a deposit/security fee for the skids our product arrives on. On the invoice we can show 'X number skids' going out with shipment. However, unlike Sage 50, we can't just show…

  • Can CRM solve my business problem? - part 2

    In the last part we looked at 3 quick tips that focused on terminology, business objectives and business outcomes: Tip 1 — don't mention CRM (if you're not comfortable with the term) Tip 2 - the IRACIS concept Tip 3 — problems, solutions, benefits…

  • Can CRM solve my business problem - part 1

    Every day, small and medium-sized business owners are looking for ways to improve & grow their business. Many hours are invested in brainstorming, talking to customers and analysing competitive offerings. It is not uncommon that at some point in the process…

  • Help me to better understand the RMA process

    This may come down to being internally defined, but I am looking for examples of how you handle your RMA's as far as tracking in the Sage 500 system. By design, we originally had a Service Warehouse where all RMA's were receiveing into the default bin…

  • No training no help

    Hello anyone! I am new to my company, but the person who's place I took did NOT train me or anyone else (on anything) on how to do returns on invoiced items. The people haven't paid their invoice I just set up the Order and they received the products…

  • Customer Returns: Multiple parts from multiple invoices

    We are a company that sells plumbing tees, elbows, valves, etc. When customers are finished with a project, they just bring back a large box with a mixture of parts. The warehouse writes up the part numbers and quantities. These parts could have been…

  • Returning Customer Goods - Partial Returns and other questions

    As advised by the following Sage City Blog Post (Thanks by the way) re: https://sagecity.na.sage.com/ca/sage_businessvision/b/sage_businessvision_blog/posts/tips-and-tricks-returning-customer-goods , we tend to do negative cmtd qty returns for our returns…

  • Correct a Credit Memo posted to the wrong Return

    I am a new user and I know I can't void a credit memo posted. So how do I correct a credit memo entered and posted to the wrong return? I need that return to show as not credited yet. Thanks!

  • Importing customer / loan returns template

    Hi, I have a need to import customer returns into X3 ( both normal and loan returns). How is this done as the template I built only imports the header record and not the edtail record, despite detail records info being specified during the import (…

  • Remove Return Number

    Our company uses a different program to create return numbers, is there a way to turn of the sequence number for customer returns? Thanks, CreativeTechie

  • Returning more shipping than invoiced

    What is the best way to create a credit memo, when a customer returns something and requires than you pay the return shipping. Example: An order is shipped that is $100 plus $10 for shipping. The customer returns the order and is expecting a credit…

  • Rental Inventory

    The customer rents out items to customers starting with a Quote or a Sales Order. They can rent out these items on a per day, per job, standard rate which can be accommodated with Price Lists. It is pretty straight forward on the process in Sales Order…

  • HOW TO APPLY A CREDIT MEMO TO A RETURN OF GOODS IN PURCHASE ORDER

    We often have parts that we need to return to a vendor. We use the Return Material module but at the time of the return we don't have the credit memo from the vendor so we can't enter it then. We can't wait for the credit memo to do the return because…

  • Posting a credit for miscellaneous returned items?

    Hello, A credit memo was issued to us from our supplier for miscellaneous or obsolete items that we were able to return. I need to post the credit memo and remove the returned items from our inventory listing. The items likely would have a receiving…

  • RMA: Is it possible to auto-calculate restocking Fee when cust action is Replacement?

    RMA Options are setup to calculate restocking fees. If my Cust action = Credit, then the restocking fee is correctly calculated and added to the Sales Credit Memo, however if Cust action = Replacement, then the restocking fee will not auto recalculate…

  • Help with RMA Module

    I cannot create the xpress SO in RMA entry because of the following error message: "you cannot create a sales order for cross ship items because the ship via field is required." Can someone help with this? I have spent hours switching settings in the…

  • How to handle trial

    We offer our customers free product trials. We only charge them if they decide to keep the product. What's the best way to handle this in MAS? Right now we create a sales order for the product but don't charge the customer. Then if they decide to keep…

  • Customer Returns on items that are scrap? Not have them be "in a warehouse" and on the books as inventory?

    Does anyone do customer returns on items that are NOT going to be in inventory after the return? If so, is there a way to do it in MAS500 such that they don't sit in a warehouse and show up as inventory on the books? For example: We received $1000 worth…

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