Purchase Return Orders

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Posted on by Neil_I

On business central, I need to return items from my inventory to vendors.

I can process the purchase return order, but this does not reduce my inventory level. This only happens after processing and posting the credit memo.

Does anybody have experience in managing this process?

Often I must return the goods for inspection before being awarded the credit memo - in the mean time my inventory reads artificially high.

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MahGah 15,529 on at

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Hi

Purchase Return has 2 steps. 1) shipping purchase return 2) creating credit memo. When you create Purchase Return you can ship it and that shipment should reduce your inventory. You can only ship but not invoice (credit memo). Can you try this and let us know the result?

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Neil_I 25 on at

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Thanks for the response. I had tried this in a demo/test company and it did not seem to reduce the inventory. Are there any parameters I need to have in place to make sure this works?

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MahGah 15,529 on at

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Just make sure you get the posted document to reverse and has the right location. I did a demo below

Notice how I have 4 on hand and 7 in PO, then receive PO and it goes to 11, then after shipping the 7 from PO Return goes back to 4.

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Adding to MahGah's reply.

You can have a look here for more information:

https://docs.microsoft.com/en-us/dynamics-nav-app/purchasing-how-process-purchase-returns-cancellations#to-create-a-purchase-return-order-based-on-one-or-more-a-posted-purchase-documents

And as MahGah mentioned, if you post shipment in Purchase Returen Order, it should reduce your inventory.

For example,

[View:/cfs-file/__key/communityserver-discussions-components-files/758/Test05250915.mp4:633:475]

Hope this helps as well.

Thanks.

ZHU

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Neil_I 25 on at

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Thanks both, I was able to test this successfully

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Griemmy1231 5 on at

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Hi all,

Can i ask what to do if you dont intend to return it and just dispose it?

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MahGah 15,529 on at

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Hi Griemmy1231

Either go through the full process and just scrap it after that (to show your vendor did not want the item) or create Purchase Credit Memo then post.

Shipping here could be symbolic shipping and not actual shipping.

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