I am trying to do return sales order by selecting a sales order, i added in the line discount column in the grid list, when i change the return quantity number to partially return items, the discount disappear, and i unable to edit the column. Can anyone please advise is there anyway i can edit the column? May i know is AX originally no include discount in the return sales order?
You can try to do this not with discounts, but with charges. You can specify charges as "negative" so that it become discount.
You can define charges on order header or on positions.
You can find your return order also if you go directly from the customer form.
Dont forget to specify the right dispositions code. You can find them in the positions details in return order form.
There is a very regimented approach when you copy in the sales order, essentially you cannot change the price or discount, you must use miscellaneous charges to reflect any reduction in the credit from the original invoice for any reason as Erol indicates.
Steve Weaver | Dynamics AX Solution Architect - UK | My Blog
This forum post is my own opinion and does not necessarily reflect the opinion or view of my employer, Microsoft, its employees, or other MVPs.
Does the above process is applicable to AX 2012 also ?
It is the standard approach in AX, I suppose it should work in same way with any AX 2012 version.
Above description is for AX 2012 R2.
Yes it was brought in as a process in AX2009 and is still the prescribed process from MS.
Does the above process is applicable to Purchase order also ?
No, the returns process for sales is a separate process leading into the sales order, whilst the purchase returns process is simply a different order type (like it used to be in sales)
Thanks Adam ,
I am asking the about the Discount percent issue when you return the material against the purchase order ?
( for sales we use the misc charges , but what about the purchase return order ?
Yes I understood, the process is completely different, with purchase order returns you load a standard purchase line so you can do anything you can on a standard purchase line.