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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to manage the Rest...
Small and medium business | Business Central, N...
Answered

How to manage the Restore and refurbish process of item in Business Central?

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Posted on by AslamKhan

Hi, We have a Kit as finish good item which we sell to customers. In Kit we have 4 Items as Raw materials

1. PATCH
2. Consumables
3. Packaging
4. Electric POD.

Customer use and discard the item no. 1,2,3 and returnee the Item no 4 Electric Pod with same serial no from the Kit,  after receipt we test if the Pod is working we charge it and attach it with new Kit sale order or if Pod is not working we refurb with new serial no or scrap it.

How we can returnee the item with same serial no without credit the sale order?


Please guide the best way to make this business process in Business Central. 

Categories:
Business Central
Business Central
  • AslamKhan Profile Picture
    AslamKhan on at
    RE: How to manage the Restore and refurbish process of item in Business Central?

    Hi Abhinav,

    Thank you for your support!

  • Suggested answer
    AbhinavMehra Profile Picture
    AbhinavMehra 364 on at
    RE: How to manage the Restore and refurbish process of item in Business Central?

    Hi,

    Ideally specking there is no possibility to do return without financial transactions.

    you may find some technical way to fulfill your requirement.

  • AslamKhan Profile Picture
    AslamKhan on at
    RE: How to manage the Restore and refurbish process of item in Business Central?

    Hi Abhinav,

    Thank you for well explained the process I completely agree with this process.

    Here is one very important point which I need to solve that I create Sales Return Order to receive the same POD from Customer on same Sales Order, system let me to retune back the POD with same serial no but unless I posted the invoice against Sale Return Order the Retune Order still exist in the list due to not complete the sales return order with financial reversal.

    How do I receive the product on Sales Return Order without financial transaction ?

    Is there another document available in system for returning products on sales order.?

    BR

    Aslam

  • Suggested answer
    AbhinavMehra Profile Picture
    AbhinavMehra 364 on at
    RE: How to manage the Restore and refurbish process of item in Business Central?

    Hi,

    you can try these step, i hope it will solve your problem

    1. Create a return order: When the customer returns the Electric POD, you need to create a return order for just the Electric POD item. This will allow you to receive the item back into inventory without affecting the sale order.

    2. Receive the returned item: Once the return order is created, you can receive the returned Electric POD into inventory. This will add the item back into inventory with the same serial number.

    3. Test the Electric POD: After the Electric POD is received into inventory, you can test it to determine if it is working properly. If it is working, you can attach it to a new Kit sale order. If it is not working, you can refurbish it with a new serial number or scrap it.

    4. Attach to new sale order: If the Electric POD is working properly, you can attach it to a new Kit sale order by creating a new production order for the Kit and using the previously returned and tested Electric POD as one of the components in the production order.

    By following these steps, you can easily handle the return of the Electric POD with the same serial number in Business Central without affecting the sale order or reversing financials.

    Thanks,

    Abhinav Mehra

  • AslamKhan Profile Picture
    AslamKhan on at
    RE: How to manage the Restore and refurbish process of item in Business Central?

    How to create only return shipment document in Business Central?

    Please define the flow step wise.

  • Suggested answer
    AbhinavMehra Profile Picture
    AbhinavMehra 364 on at
    RE: How to manage the Restore and refurbish process of item in Business Central?

    So basically, When you create a sales return order for the Electric POD with a specific serial number, and then post the return receipt, BC automatically creates a credit memo to reverse the financial transactions of the original sales order.

    In that case you have to create "Return Shipment" for Electric POD to your inventory without reversing financials.

    Thanks,

    Abhinav Mehra

  • AslamKhan Profile Picture
    AslamKhan on at
    RE: How to manage the Restore and refurbish process of item in Business Central?

    First of all thank you Abhinav, secondly I follow the steps there is one issue that when I create sales return order for POD with relevant serial no sale order I just post the receipt when I am going to post the invoice of sale return order to complete the return order it reverse the relevant posted sale order invoice and create reverse entries.

    Note : I just want to return the POD to add it again in my inventory without reversing financials.

  • Verified answer
    AbhinavMehra Profile Picture
    AbhinavMehra 364 on at
    RE: How to manage the Restore and refurbish process of item in Business Central?

    To handle the business process you described in Business Central, you can follow these steps:

    1. Create a Sales Order for the Kit with all four items, including the Electric POD with a unique serial number.

    2. When the customer returns the Kit, create a Return Order with the same serial number of the Electric POD.

    3. Create a Warehouse Receipt for the returned Kit and post it to receive the items.

    4. In the Warehouse Receipt, select the Electric POD item and enter the same serial number as the one returned by the customer.

    5. After receiving the returned Kit, test the Electric POD to check if it's working. If it's working, charge it and attach it to a new Sales Order for a new Kit.

    6. If the Electric POD is not working, refurbish it and assign a new serial number. You can create a new Item Card for the refurbished item with a new serial number and update the Sales Order with the new item.

    7. Once the items have been assigned to a new Sales Order, you can ship the new Kit to the customer and invoice them.

    By following these steps, you can handle the return of the Electric POD with the same serial number without crediting the Sales Order. This process allows you to track the history of the item and ensure that it's in good condition before it's used again in a new sale.

    Try above steps, hope it will work for you.

    Thanks,

    Abhinav Mehra

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