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Sales Return Creation to Trigger Automation

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Posted on by StephPearson

We have been asked by a client if it is possible to automate an action (specifically receive/credit) on creation of a sales return in Business Central.

This is to act as a temporary work around whilst they work on setting up new warehousing which will allow them to manage these processes correctly in BC

I can see that it is possible to Ship/invoice on creation of an order but cannot see that there is a trigger option for on creation of a return.

Anyone had any experience of doing this, is there a standard option - not looking to do a customisation as it is only temporary.

Thanks,

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Dynamics 365 Business Central

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Holly Huffman 6,554 Super User 2026 Season 1 on at

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Good morning, afternoon, or evening depending on your location!
Hope you are well today :)

While Business Central does not have a built-in trigger specifically for automating receive/credit on sales return creation, there are a few standard approaches they can consider:

Standard Options for Automating Sales Returns in Business Central

Sales Return Orders Automatically Generate Credit Memos

When a Sales Return Order is created, Business Central can automatically generate the Sales Credit Memo linked to the return.

This ensures that the credit process is initiated without manual intervention.

Use the "Get Posted Document Lines to Reverse" Function

Business Central allows users to reverse posted document lines directly within a Sales Return Order.

This ensures that the correct amounts and items are credited without requiring manual entry.

Leverage Business Central Workflows

While there isn’t a direct trigger for sales return creation, Business Central’s workflow automation can be configured to notify users or initiate actions when a return order is created.

Correct or Cancel Unpaid Sales Invoices

If the original invoice has not been paid, Business Central allows users to cancel or correct it, automatically generating the necessary credit memo.

Alternative Workarounds

If the client is open to Power Automate, they could set up a flow that detects new Sales Return Orders and triggers an action to process the credit memo.

If they are using warehouse management, they may need to manually process returns until their new setup is complete.

Since they are looking for a temporary solution, the Sales Return Order + Auto Credit Memo approach might be the best fit.

Hope this is helpful :)

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Gerardo Rentería Ga... 25,555 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Creating an Sales Return Order in Business Central

Solved: BUSINESS CENTRAL: Action - Create a Sales Return Order?

Best Regards
Gerardo

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Jainam M. Kothari 15,809 Super User 2026 Season 1 on at

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Hello,

To automate the receive/credit action on the creation of a sales return in Business Central without customization, you can use Power Automate to create a flow that triggers when a new sales return order is created, performing the necessary actions like posting the receipt and creating the credit memo. Alternatively, you can rely on the built-in process where Business Central issues related documents upon creating a sales return order, or handle it manually as a temporary measure while setting up new warehousing processes.

https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-process-sales-returns-cancellations

https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-process-sales-returns-orders

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YUN ZHU 99,189 Super User 2026 Season 1 on at

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Hi, If you need the following options, please try Sales Return Order

Thanks

ZHU

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Khushbu Rajvi. 22,202 Super User 2026 Season 1 on at

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You can use Power Automate to trigger the “Receive and Invoice” action automatically when a return order is created. This avoids custom development.

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Ramesh Kumar 7,547 Super User 2026 Season 1 on at

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Hi,

I would suggest Power Automate or any third-party apps you're using for the warehouse may have some semi-automated processes for handling returns

Thanks

Ramesh

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