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Jim Chang asked a question on 25 Mar 2012 6:14 AM

Hi Sir,

I want to look for some examples to explain "return order process" on sales and purchase. Any video or manual?

Thanks!

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Savatage99 [MVP] responded on 26 Mar 2012 1:25 PM

What do you want to know? How to put in a return order credit?

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Jim Chang responded on 26 Mar 2012 6:13 PM

I want to know whole "return" process on sales and purchase...like return order to vendor then get replacement...how to realize it in NAV? Any kind of scenario on return order management?

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Jim Chang responded on 27 Mar 2012 11:32 PM

Thanks! I saw your link and they're just introduction. Do you have demonstration? For instance, I want to return the defective items to the original vendor and receive replacements. I create purchase return order, then, in the first line, I type item/qty and "Appl.-to Item Entry" to revese exact cost; in the second line, I type the same item with negative qty. In both two lines, I need type the same unit cost as originally purchased? Or I needn't type unit cost because of using "Appl.-to Item Entry" ??

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Savatage99 [MVP] responded on 28 Mar 2012 8:52 AM

First step would be hit F1 - on search tab type "purchase return order"

You should find a topic called "Creating a Purchase Return Order"

You'll see instructions with steps along with related topics such as:

-Assigning Exact Cost Reversing

-Creating a Purchase Allowance

-Creating a Replacement Purchase Order

-Posting a Purchase Return Order

-Creating a Corrective Purchase Invoice

It's eaiser for you to review & print this out then type it all out in a forum.

If after you review the HELP and you still have questions then respond back.

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Jim Chang responded on 1 Apr 2012 12:38 AM

I try it according to online help...but it makes me confusion...For instance, PO received in location01(Normal), then defetive item moved to location99(Defetive)...now I want to return defetive item to vendor from location99. So, firstly  I created return purchase order through " Get Posted Document Lines to Reverse…" because it would assign "Appl.-to Item Entry" to revese exact cost...next,when I changed location01 to location99, "Appl.-to Item Entry" will disappear...how to do? Thanks!

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Verified Answer
Savatage99 [MVP] responded on 3 Apr 2012 9:24 AM

perhaps this helps:  print it while it's available

www.pardaan.com/.../NAV%202009%20-%20Returns%20Management.pdf

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Suggested Answer
Savatage99 [MVP] responded on 11 Apr 2012 10:52 AM

Was that PDF helpful to you?

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LDKEMP responded on 21 May 2012 2:53 AM

Hello,

This document was helpful, however there were no instructions on how to create a sale credit for the sales order return.  Some time a customer want the money back for a damaged item not a replacement.

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Savatage99 [MVP] responded on 21 May 2012 5:43 AM

What we do when a customer wants their money back instead of a credit is to make the credit.

Then do an inv type sales journal entry to wipe out the balance.  Use a gl account like "sales returns" which you should have or whatever account the credit hits.  Then we enter them as a vendor and create a vendor journal entry for the amount and use the same gl account. Then cut the check.

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Savatage99 [MVP] responded on 3 Apr 2012 9:24 AM

perhaps this helps:  print it while it's available

www.pardaan.com/.../NAV%202009%20-%20Returns%20Management.pdf

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Suggested Answer
Savatage99 [MVP] responded on 11 Apr 2012 10:52 AM

Was that PDF helpful to you?

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