Return items sold from Project Accounting module to Inventory

(0) Share

Report

Posted on by Marianna

Hi there,

I issued a credit note by selecting a posted item transaction in the project module in AX2012, using the function "select for credit note".

The customer gets credited but the item is not added back in inventory.

I checked the inventory model group for the item selected, and both post physical and financial inventory fields have a tickmark.

Are there any additional settings that I should check or is there a way to select whether the item should be posted back into the inventory when I issue the credit note from project module?

Thanks a lot for your help!

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (1)

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

RE: Return items sold from Project Accounting module to Inventory

Hello Marianna,

What kind of item is it that you want to have added back into inventory?

Did you only create a project related credit note or did you also post some PO/SO/inventory related transactions?

Can you share the invoice voucher and the transaction origin that was created with the credit note?

Best regards,

Ludwig

Was this reply helpful? Yes No
Marianna 22 on at

Like (0)

Report

RE: Return items sold from Project Accounting module to Inventory

Hi Ludwig,

thanks for your quick reply. Here the additional information:

-it's an item bought from a related company and stored in inventory for sale.

-I only created the project related credit note, nothing else.

The credit note voucher looks like this:

And here the transaction origin:

Thanks for your help

Best regards

Was this reply helpful? Yes No
Verified answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

RE: Return items sold from Project Accounting module to Inventory

Hello Marianna,

Many thanks for the screenprints.

The transaction origin show the item transaction only at the project level.

There is, however, no related inventory posting, which means that you have to do that if the items have been returned and put back into stock.

The simplest way of doing that is posting an inventory adjustment / movement journal.

To get this right next time, it is important to check the process that you have in place for returning goods.

If items are returned to your inventory a return order should be recorded to get the postings that you have record automatically posted.

Best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

Mark Prouty 1,312 on at

Like (0)

Report

RE: Return items sold from Project Accounting module to Inventory

I believe you will find that the credit note line has the scrap field checked true. If you uncheck it, it will return the item to inventory.

Was this reply helpful? Yes No
Muhammad Yousaf 1,339 on at

Like (0)

Report

RE: Return items sold from Project Accounting module to Inventory

Hi Mariana,

hope you are doing well, my issue is that i have issued 4 qty to a project and now out of 4, 2 are being returned

can you please tell me the steps to complete this task and to issue a credit note to the project for 2 items and bring the qty back to the warehouse

Regards

Yousaf

Was this reply helpful? Yes No