Introduction

The Aptean Claims extension is designed to simplify and streamline the management of credits, returns, and claims on documents within Microsoft Dynamics 365 Business Central. With its comprehensive functionality, this extension supports multiple claims for document lines and consolidates credit documents. It also offers enhanced capabilities for easily creating related documents for purchase and sales claims and effectively managing inventory.

A claim refers to the returns or Return Merchandise Authorization (RMA) processes. It encompasses returning faulty or incorrect products to the vendor and either putting them back into inventory or disposing of them. Additionally, claims involve credits or price adjustments, allowing for the modification of product prices after an order has been shipped. This adjustment can be made due to product quality issues or other valid reasons. Furthermore, claims can be applied partially. They apply to both purchasing and sales scenarios.

The primary goals of the Aptean Claims extension are:

• Facilitate the creation of claims for customers (sales) and vendors (purchase)
• Ensure accurate tracking of item quantities and price adjustments on various documents
• Provide robust functionality for managing sales returns and purchasing credit memos related to the document lines
• Empower businesses to initiate vendor penalties or purchase claims to address any inventory issues from customer claims

With the Aptean Claims extension, you can optimize your organization’s claim management processes, improve inventory control, and enhance overall operational efficiency.