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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to create Return O...
Microsoft Dynamics AX (Archived)

How to create Return Order directly in Sales Table?

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Posted on by user5555 7,437

Hi,

It seems I am not able to create a return order in through 'create sales order form'. I get "The returned item order type cannot be selected manually.".

Is there a setting which allows this? Namely, I need to scrap/ credit to customer since items are damaged and cannot go into stock. Based on the information the customer provides I can judge that a scrap/credit is allowed. So I do not want to use the RMA functionality (which occasionally leads to blocked orders).

J.

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  • spot Profile Picture
    spot 2,515 on at

    Hi

     

    If you dont want to use return order functionality in  AX 2009 , you can use credit credit invoice that only works when the order is invoiced .As another options you can always create a SO with negative live and post the packing slip and while invoicng you can setoff these two packingslips.

     

    Regards

  • user5555 Profile Picture
    user5555 7,437 on at

    Hi,

    Sure, but how to scrap by using a deposit code?

    J.

  • Mette Irene Nielsen Profile Picture
    Mette Irene Nielsen Microsoft Employee on at

    In Ax2009 the sales Return Order was introduced. Only via this can you generate a sales order of type Returned Order, including setting the Disposition code.

  • user5555 Profile Picture
    user5555 7,437 on at

    Hi,

    Thank you for reply. So only through Return Order details form under AR? Not through AR-->Sales order details ...I would like to this, but it complains that it cannot be used. If I have a sales order of type: return order, I would like to process it straight through the sales order details form by selecting 'return order'. But it refuses.

    J.

  • Mette Irene Nielsen Profile Picture
    Mette Irene Nielsen Microsoft Employee on at

    Yes, only through the Return Order Details. As you are experiencing, the sales order details will not allow you to create the Returned order manually.

  • user5555 Profile Picture
    user5555 7,437 on at

    Hi,

    I see you are from MS corporation. Do I need to create product suggestion for it?

    A feature like this will speed up the RMA process for medium and small size companies or companies incidentally having such returns.

    J.

  • Mette Irene Nielsen Profile Picture
    Mette Irene Nielsen Microsoft Employee on at

    Actually, the process in case of scrap is not that long. Instead of creating a Sales order, you create a Return Order, and in case of scrap, you set a disposition code with Action = 'Credit only' on the return order line.

    Now you can open the Sales Order Details, and you can see a Returned order has been generated. So it's a question of creating the order in one form and processing the invoice in another form.

    You might think this is not very smooth, but you should consider that the dedicated Return Order was created to better control the return process, and when you are not scrapping the returned items, there are some processes in place to handle this. So looking at the whole Return Order, it provides some functionality that was not available from the Sales Order Details. Part of this change was that you are not able to create the Return order directly in Sales Order Details.

  • Benjamin Armbruster Profile Picture
    Benjamin Armbruster 45 on at

    Hi,

    Referring to the note above "Now you can open the Sales Order Details, and you can see the Returned order has been generated"

    I am attempting to create Return Orders, however they are not appearing in the Sales Order Details screen. Is there a setting that must be enables to see Return Orders in the Sales Order Details?

    Thanks.

  • Suggested answer
    user5555 Profile Picture
    user5555 7,437 on at

    You need to set 'return reason' to a reasoncode which is connected to defect. If you set it, the order will immediately appear in sales order. Other way is an item which you want to reverse order like a size not correct. You than have to start arrival in inventory and then item arrival journal to post the items into the arrival ledger or whatsoever. Then in salesorder you see that you have to create a pick/ packing slip. I believe on the customer source there is a manual about how this should work.

  • Benjamin Armbruster Profile Picture
    Benjamin Armbruster 45 on at

    In my existing system I have a Reason Code called Damaged Stock. I have attempted selecting this when raising a Return Order and I have found that it does not appear in the Sales Order Detail screen; further I am not able to select a Disposition Code for Credit (Credit Only is available however).

    How do you connect a Return Reason which is connected to a defect?

    Thanks very much for your help!

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