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Small and medium business | Business Central, N...
Answered

Sales return Order Item return without a linked Sales Invoice/Shipment as source

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Posted on by 3,305
Hi All
Is there a way to create a standalone sales return order for an item without using the get documents options. Where the user manulaly key in the item and qty without reference to previous document (ship/invoice) as below. The scenario is after go live legacy system shipment is returned here we do not have the posted sales shipment in new system
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  • Suggested answer
    Yi Yong Profile Picture
    2,721 Super User 2026 Season 1 on at
    Hello,
     
    Yes, you can.
    However, if you have "Exact Cost Reversing" turned on, then you will need to specify the Appl-from ILE.
    So you will be selecting the ILE of the item opening entry.
  • Suggested answer
    Jainam M. Kothari Profile Picture
    16,520 Super User 2026 Season 1 on at
    Hello,
     
    Yes you can do Create Manual Sales Return Order and can Post the same individually without Get Document Action.
     
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    22,424 Super User 2026 Season 1 on at
  • Samantha73 Profile Picture
    3,305 on at
    For the opening stock we cannot use apply from entry as it only looks up negative (shipped) ILE lines which are open. When we enter opening stock thats a positve adjustment and here we are increasing stock from a return. Only thing I can think of is use a standalone credit . heres the filter on the field
        local procedure SelectItemEntry(CurrentFieldNo: Integer)
        var
            ItemLedgEntry: Record "Item Ledger Entry";
            SalesLine3: Record "Sales Line";
        begin
            ItemLedgEntry.SetRange("Item No.", "No.");
            if "Location Code" <> '' then
                ItemLedgEntry.SetRange("Location Code", "Location Code");
            ItemLedgEntry.SetRange("Variant Code", "Variant Code");
     
            if CurrentFieldNo = FieldNo("Appl.-to Item Entry") then begin
                ItemLedgEntry.SetCurrentKey("Item No.", Open);
                ItemLedgEntry.SetRange(Positive, true);
                ItemLedgEntry.SetRange(Open, true);
            end else begin
                ItemLedgEntry.SetCurrentKey("Item No.", Positive);
                ItemLedgEntry.SetRange(Positive, false);
                ItemLedgEntry.SetFilter("Shipped Qty. Not Returned", '<0');
            end;
            OnSelectItemEntryOnAfterSetFilters(ItemLedgEntry, Rec, CurrFieldNo);
            if PAGE.RunModal(PAGE::"Item Ledger Entries", ItemLedgEntry) = ACTION::LookupOK then begin
                SalesLine3 := Rec;
                if CurrentFieldNo = FieldNo("Appl.-to Item Entry") then
                    SalesLine3.Validate("Appl.-to Item Entry", ItemLedgEntry."Entry No.")
                else
                    SalesLine3.Validate("Appl.-from Item Entry", ItemLedgEntry."Entry No.");
                CheckItemAvailable(CurrentFieldNo);
                Rec := SalesLine3;
            end;
        end;
  • Suggested answer
    Yi Yong Profile Picture
    2,721 Super User 2026 Season 1 on at
    Hello,
     
    Yes, you are right. You can't select the positive adjustment of item opening.
    You may need to post additional negative adjustment entry.
     
    For example,
    the originally item opening is 100qty and you already posted positive adjustment entry of 100qty.
     
    Now, will need to post two additional entries.
    negative adjustment of 20qty and another positive adjustment entry of 20qty.
     
    The net item opening should still be 100qty regardless and no net change on financial statement.
    This is to simulate the receive and shipment of the legacy entries for your return purpose.
  • Verified answer
    Valentin Castravet Profile Picture
    32,689 Super User 2026 Season 1 on at
    Why not just turn off exact cost reversing temporarily to post these sales return orders?
     

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