Dynamics Community Forum Thread Details

Hello everyone,

I am looking to understand whether implementing a Restocking Fee % and Restocking Fee Amount during Sales Return Orders and Purchase Return Orders in Business Central can be achieved via standard configuration, or if it requires customization.

The Goal

During Sales and Purchase Returns, we want the system to automatically calculate a restocking charge based on the value of the returned goods. The requirement is to maintain the following fields:

Restocking Fee %
Restocking Fee Amount

And the system should:

Calculate the fee automatically based on Return Reason Code or a custom setup table
Adjust the Credit Memo total (for customer returns) or Refund total (for purchase returns)
Post the fee to a designated G/L Account (Restocking Fee Income or Expense)

Proposed Setup

Sales & Purchase Return Orders: Add fields for Restocking Fee % and Restocking Fee Amount.
Return Reason Codes: Optional lookup to determine default Restocking Fee %.
Posting Logic:
- Add a separate line for Restocking Fee, or
- Adjust the total return amount directly during posting.

Workflow Scenario

Return Creation: A Sales or Purchase Return Order is created.
Fee Calculation: System calculates the restocking fee automatically based on Return Reason Code or setup table.
Posting:
- For Sales Returns: Credit Restocking Fee Income, adjust Customer Credit Memo total.
- For Purchase Returns: Debit Restocking Fee Expense, adjust Vendor Refund total
Reporting: Restocking fees are tracked separately for accounting clarity.

My Specific Questions

Can this requirement be fulfilled via standard BC functionality, or is customization required?
If customization is required, what is the best practice for:
- Fee calculation logic
- Page and table design
- Posting routine modification
Regarding G/L Posting:
- Should Restocking Fees be posted as Income or Expense?
- Should we create separate G/L accounts for Restocking Fee Income/Expense to keep reporting clean
Regarding Impact on Inventory & Tax:
- If the fee is posted as a separate line, will it affect inventory valuation, item cost, or VAT/GST calculation?
- If the fee reduces the return total, should it post as a separate G/L entry or be included in the same document posting?