Easily Insert Advanced Field to the Customer Return Report

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How to Insert Advanced Field to the Customer Return Report

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hey guys welcome back this week were going to take a look at the returns process and dynamics 365 finance and operations using the advanced warehouse module so this week were going to be taking a look at the returns process using advanced warehouse and dynamics 365 and its very similar to the purchasing process you know that when you first receive the item its going to go into the result receiving location and then from there you do a put away step the RMA process has the similar menu items where you can do a one-step process or a two-step process today were going to take a look at a two-step process where were going to receive into the default receiving location and then well do a put away step also last week we did a video on the disposition codes and how to use those with purchase or receiving those disposition codes become more important on the RMA sign its at setting a disposition code on the RMA so lets take a look at the setup first okay so lets take a look at the RMA

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How do I add a custom field to my Customers in QuickBooks?

From customer and vendor profiles: Go to Get paid pay or Sales, then select Customers (Take me there). Find and open a customer profile. Select Edit. Go to the Custom fields tab. To create a custom field, select + Add custom field. Fill out the info about the field, then select Save. Select Save to save your changes.

How do I add a custom field to my customer?

Creating custom fields Go to Settings Custom Fields. Click Add new field in the customer, order, or product section. Give the field a label (name). Choose the data type.

Where do you click to add the custom fields for a sales form in QuickBooks?

Go to Settings ⚙ and select Custom fields. Select Add field. Note: If this is your first time creating a custom field, select Add custom field. Enter a name in the Name field.

How do I enter a customer return in QuickBooks?

0:35 3:22 How to record customer refunds in QuickBooks Online - YouTube YouTube Start of suggested clip End of suggested clip But you can also leave this blank enter when you refunded your customer. Then enter the paymentMoreBut you can also leave this blank enter when you refunded your customer. Then enter the payment method.

How do I edit customers in QuickBooks?

From the Menu ☰, select Customers. Select the customer name you want to edit. Select Edit ✎. Make your changes, then select Save.

How to create a custom price list for a customer in QuickBooks Desktop?

Set a default price list for a customer or customer group Go to Relationships, then Companies. Select the Active tab. Select a consumer or business customer. Select Edit. From the Default Price List ▼ dropdown, select the one you want to use. Select Save changes.

How do I record a customer returned check in QuickBooks?

Go to Customers, then select Customer Center. Select Transactions tab, then choose Received Payments. Double-click the payment you want to record as NSF. On the receive payments window, select the Record Bounced Check icon on the Main ribbon tab.

How do I set up advanced reporting in QuickBooks?

You need to sign in as the QuickBooks admin or ask your QuickBooks admin to edit your role to give you access to Advanced Reporting. Sign in to QuickBooks as the admin. Go to the Company menu and select Users then Set Up Users and Roles. Select a current role then Edit or New (whichever is appropriate).

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