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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How do I deal with cor...
Microsoft Dynamics AX (Archived)

How do I deal with core returns for credit

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Posted on by jmikkelson 7

I am at a new company that runs AX 2012. We do not have any experts in AX. We make wastewater aerators. These aerators wear out over time and customers then buy new ones. If they want, the customer can send the old ones back for a credit. We currently put a line on the sales order for an item number that describes the core return. The line has a zero dollar value. When we receive the core from the customer. We ship it on the sales order. There has to be a better way of doing this. It takes weeks for these cores to come back to us and the sales order stays open until we receive them. Any ideas on how we could do this better

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  • Francesco Profile Picture
    Francesco 524 on at

    You can use the standard return process. This will create a second (negative) sales order which is associated with the invoice of the original sale (to avoid the same item being returned multiple times). The negative sales order is filtered out of your sales order form. It will (by default) only show in the Return orders listing.

     You can google around for the workings of return orders and I believe there is an official MS document that you should be able to find in customer source. The basic setup and process is fairly straight forward though. 

    • create return order
    • optionally send RMA to your customer
    • Receive return order
    • Disposite the receipt (okay, this one's not so straight forward)
    • Post credit note

    Mind you, if the standard process is not good enough, then it can get ugly real fast. If you use intercompany direct delivery for example, you will have to choose between a great deal of customization or a great deal of inconvenience for your customers.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Jon,

    If the return process and the related checks take too long can't you ship the new one and possibly also invoice it?

    If your checks and the return process for the old one is completed you create a new negative sales order line and send the credit out to the customer.

    In other words you separate the processes so that you do not have to wait for the return process to complete.

    Not sure if this is possible in your business but it is one possible option to accelerate the process.

    Best regards,

    Ludwig

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