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Posted on by LF-16052033-0

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How do you give a sales credit back to a customer without getting the item return into inventory?

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Dynamics 365 Business Central

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Mohana Yadav 61,200 Super User 2026 Season 1 on at

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In the Return Reason Code, include a code with the "Inventory Value Zero" checkbox selected and select that reason code on Sales Return Order. This approach ensures that the transaction does not contribute to an increase in inventory.

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Valentin Castravet 32,108 Super User 2026 Season 1 on at

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Using a return reason code with inventory value zero will put the item quantity back into your inventory with an inventory value of zero. It could technically work, but after that, you would have to do an item journal adjustment to get that item out of inventory, as you mentioned the customer doesn't return the item.

What I would recommend is to use a sales credit memo with an item charge. The item charge would be applied to the item shipment. This will give a credit back to the customer without putting the item back into inventory.

Valentin Castravet

Zander ERP Services

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Jun Wang 8,208 Moderator on at

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easy way is to turn off the below flag, then the returned item won't come back to your inventory.

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Dallefeld 225 User Group Leader on at

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You can also just use a general ledger account to give the credit which eliminates you receiving the item into inventory (even at a zero value) and having to write off the quantity.

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YUN ZHU 98,574 Super User 2026 Season 1 on at

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Hi, you can also try Sales Journals and directly create rows with Document Type as Credit Memo.

Hope this helps.

Thanks.
ZHU

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