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How do I partially return a shipped sales order?

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Posted on by BD-08051104-0

Hi, we're in the process of switching to Business Central but trying to learn how it works compared to our old ERP.

Our company works by sending goods to customers on approbation/sale-or-return before invoicing, they send back what they don't want to keep and we then invoice what they have kept.

The nearest way I can see to do this is on Sales Order > shipping the goods only (no invoice) > at a later date receive some goods back and invoice the quantity of items they want to keep.

This leaves the items outstanding on the Sales Order, and I can't see a way to book them back in and make them as returned.

We need to keep a historical record of the items being sent to the customer AND being returned.

Is this possible, and if so how would we do it?

Many thanks in advance!

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Dynamics 365 Business Central

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Hi, try Undo in Posted Sales Shipment line.

More details: https://learn.microsoft.com/en-us/dynamics365/business-central/finance-how-reverse-journal-posting#to-undo-a-quantity-on-a-posted-purchase-receipt

Hope this helps.

Thanks.

ZHU

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BD-08051104-0 8 on at

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Thanks Zhu.

Unfortunately this doesn't do what I need; as I want to be able to invoice part of the sales order, then potentially at a later date return the remaining items still outstanding on the sales order (one that have yet to be invoiced).

Is there a way to do this?
If not, is there potential within the system for an add-in to be specifically written for us that could do this, or is the system too closed to add this kind of functionality?

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Sagar Dangar, MCP 799 Super User 2025 Season 2 on at

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Hi @BD-08051104-0,

please use “sales return order” functionality of BC

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

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Jun Wang 8,202 Super User 2025 Season 2 on at

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The way you could do is, using this example. A SO ships 10qty for item xyz. Then customer returns 2. So what you need to do is create a sales invoice for the 8. Then create another invoice for the 2. The last step is to create a sales credit memo for the second invoice to bring the 2 back into inventory.

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Khushbu Rajvi. 20,441 Super User 2025 Season 2 on at

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https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-send-partial-shipments

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Mansi Soni 8,909 Super User 2025 Season 2 on at

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Hello,

You can simply achieve it by updating Qty. to Ship and Qty. to achieve in return documents.

Hope the following resources will help you as well!

https://learn.microsoft.com/en-us/dynamics365/business-central/purchasing-how-process-purchase-returns-cancellations
https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-send-partial-shipments

Regards,
Mansi Soni

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