Dynamics AX 2012: Sales Return
This topic will cover the process of “Sales Return”. There are two ways of creating Sales Return.
With reference of “Sales Order”
Without reference of “Sales Order”
We will create “Sales Return” with the reference of “Sales order”.
Path: - Sales and marketing => Common => Return orders => All return orders
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Click on “Return Order”
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Select “Customer” from whom items are returning back, select “Site” and “Warehouse” in which these items will be received, select “Return Reason Code” and click “Ok”
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Return Oder window will open. Click “Find sales order”.
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“Find sales order” window will open. Select “Sales Order”, select item, enter the “Quantity” to be returned and click “Ok”
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Note down RMA Number and Close “Return order” window.
Go to “Arrival Overview” window.
Path:- Inventory and warehouse management => Periodic. => Arrival Overview.
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On “Arrival overview” window, select “Return order” as Setup Name, select particular “Return order” by using “RMA number” and click “Start arrival”.
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Info log will open with newly created “Arrival Journal number”.
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Go to “Item arrival” journal.
Path: - Inventory and warehouse management => Journal => Item arrival.
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Open “Arrival Journal” and go to journal lines.
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On journal lines window go to “General” tab and select “Disposition code” for each line and post the journal.
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Go to “All sales order” window.
Path: - Account Receivable => Common => Sales order.
You will see new sales order there, with order type “Return Order”.
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In next article, we will cover process of Return Order without reference of Sales Order and how to create Credit Note from these return orders.