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Create an item replacement order

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Item replacement orders are usually created after a product is returned and inspected. However, when an item must be replaced before it has been returned, or when the original item will not be returned, you can create an item replacement order immediately after you create a return order.

Create a replacement order after you receive an item that is returned

  1. Click Sales and marketing > Common > Return orders > All return orders.

  2. Create a new return order, or select a returned order from the list to open the Return order - RMA number: %1, %2 form.

  3. Click Return line, and then select Replacement item.

  4. Select the item to replace the returned item with. Enter the item specifications, and then click Apply.

  5. Click Packing slip to generate the packing slip for the return order. A sales order is generated for the replacement item that you selected.

    In Microsoft Dynamics AX 2012 R2, after the sales order is created for the replacement item, sales agreements are automatically searched and if there is an applicable sales agreement, it is applied to the sales order.

Create a replacement order before you receive an item that will be returned

  1. Click Sales and marketing > Common > Return orders > All return orders.

  2. Create a new return order, or select a return order from the list to open the Return order - RMA number: %1, %2 form.

  3. Click Find sales order if you want to identify the sales order for the returned item. Complete the Find sales order form and then click OK to close the form and return to the Return order - RMA number: %1, %2 form. The sales order line for the returned item is copied to the return order.

  4. Click Replacement order to open the Create sales order form.

  5. Select the Copy return order lines check box to transfer details from the return order you selected on the Return order - RMA number: %1, %2 form to this sales order.

  6. Enter or modify details, as required.

    In Microsoft Dynamics AX 2012 R2, if you identified the sales order in step 3, and if the sales order line for the returned item is linked to a sales agreement, the identifier of the applicable sales agreement for the item replacement order will be automatically displayed in the Sales agreement ID field.

  7. Click OK to close the Create sales order form and open the Sales order form, where you can continue to enter information for the new sales order. Any applicable return order lines will be copied to the new sales order. For more information, see Sales orders (form).

    In Microsoft Dynamics AX 2012 R2, if the identifier of the sales agreement is automatically displayed in the Sales agreement ID field, then the sales agreement has been linked to the sales order header for the item replacement order. If there is an applicable commitment in the sales agreement that has not been fulfilled yet, and the sales order is created before the sales agreement expires, a link is established between the sales agreement line and the sales order line. Therefore, information from the sales agreement, such as item price, is copied to the new sales order line. For more information, see About sales agreements.