Return purchase order

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Posted on by ZvikaR

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We are implementing D365.

Occasionally we need to return certain purchase order lines to the vendor (product quality not good etc.).
When we have a "return PO " we want to maintain, for our records and reporting a link between the original purchase order and the PO returning these same products.

What is the best way to keep a link between the PO and the return?

I am surprised that something like this might be a customization in Dynamics.

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Yohann Rolland Axcible 3,111 on at

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Hello,

You can :

1/ create a PO, flag it as a return PO, add a RMA number

2/ on line go under Purchase (top ruban) > Create > Credit note

3/ find your original PO line invoiced, and add it

4/ Go under line details > products > reference number -> you can find the original PO link here.

Hope it helps

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Ludwig Reinhard Microsoft Employee on at

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Hi,

As you mentioned you need to adjust this. Irrespective of the solution you select, please post this on the ideas portal to get it probably implemented in the standard of the next release.

Many thanks

Ludwig

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ZvikaR 168 on at

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Thanks Yohann, this worked like a charm.

While testing I realized that the reference gets populated only if you copy from an "Invoiced" lines (which sort of makes sense).

Our partner told us this would have to be a customization.... I will follow up with them.

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ZvikaR 168 on at

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Dr. Ludwig - do you see scenarios where Yohann's approach would not be a good option?

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Yohann Rolland Axcible 3,111 on at

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Hi,

Yes return orders works like that. For PO return order and SO return order as well, if you want to get a linked between the original order and the return order the original order has to be invoiced.

Your not the only one asking for that kind of need. In some customer situation, I have to implement a customization. You may add your idea as Ludwig has adviced or do a customization (or both actually).

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ZvikaR 168 on at

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oh, I think I did not explain myself clearly.

We are perfectly happy with creating the return just for invoiced orders.

Though I can see how in some scenarios it can be useful to create the return before the order is invoiced, and still keep the link.

Are you aware of a request for this modification in the "ideas" site?

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lally 8 on at

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[quote user="Zvika Rimalt"]Though I can see how in some scenarios it can be useful to create the return before the order is invoiced, and still keep the link.[/quote]

My client is also looking for the same functionality for direct customer orders and intercompany orders .

Does it applicable for intercompany orders also ?

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