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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Returns and credit notes
Microsoft Dynamics AX (Archived)

Returns and credit notes

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Posted on by raff 1,236

hi

I have 2 questions.

1. Setting up a returns procedure in AX 2012 R3. What is the best practice for this? (we do not use the wms features)

eg can I setup that all credit notes automatically put the items into quarantine? where I can then review them and take them out of quarantine, or would I be best setting up a quarantine warehouse that returns must be booked into first?

2. Is it possible to do a value only credit note? eg I still want to type in the item numbers to calculate the credit cost (hence free text invoice is no good) but I don't actually want to create a stock movement back to the warehouse - any ideas if this is possible?

thanks

mal

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  • Verified answer
    Prashant Singh Profile Picture
    Prashant Singh 8,802 on at

    Dear Raff,

    Normal process is

    If you have selected the quarantine management check mark in item model group  it will take your return item in quarantine and you have receive the material and register it in the system. And you will do packing slip and  invoice process to create the credit not.

    For your reference

    technet.microsoft.com/.../hh271565.aspx

    theaxeffect.blogspot.com/.../return-order-in-ax-2012.html

  • raff Profile Picture
    raff 1,236 on at

    Hi Prasant

    thanks for your reply,

    will the quarantine option in IMG work despite wms not being enabled?

    also is it possible to do a value only credit?

    mal

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,970 Moderator on at

    Hi raff,

    You can do a credit only return by specifying a Disposition code with the Action 'Credit only' on the return order line.

  • raff Profile Picture
    raff 1,236 on at

    Cheers Guy, found that now, looks exactly what I am after!

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