I assume Ax 2012 AMS, not WMS.
- When a purchase order is financially update (i.e. invoiced), then logically a vendor credit note should be created for the items returned to the vendor.
- When the receipt was returned without financial update then there is no receipt to match and the Purchase order is considered short supplied and the vendor can replace the stock.
- When the purchase order is only physically updated, then the returned quantity can be reversed from the warehouse and then be canceled. In this case, items are handled as if they were not received.
- You may find problems when you open package which may be long after delivery and cannot be linked to a specific PO
There are two methods to create vendor credit notes - Either way Ax effectively considers that you are selling the goods back to the vendor.:
- Create a purchase order with negative quantity -The disadvantage of this method is that we manually set up a broken item with dimensions, unit price, remove the cash discount, find the vendor and have no reference between a purchase and a return order
Create a return order on the basis of a purchase order. We must know the vendor account and the purchase order number.
Create a new purchase order. Go to Accounts payable > Common Forms > Purchase order details. The Purchase order form opens.
Select the 1 vendor theTransfer vendor information dialog box appears. Click OK. . The purchase order header is created.
In the header area of the Purchase order form, click Function > Create credit note button. The Create credit note form opens.
Select the purchase order with the purchased item. In the line area, fill in the Quantity field. Click OK.
Dynamics AX automatically reserves the item in the warehouse and marks (settles) an inventory transaction from the purchase and return order. (click the Inventory > Marking button, to see this).
In Microsoft Dynamics AX, we can also create a purchase order with the Return order type . Open the Purchase order form. Create a new line. The Create purchase order form opens. Select the and transfer the vendor information. Then select the Return order type. The difference between the purchase order credit , and return order types is in additional validation.
You can’t create a return order without an RMA number specified. In the Create purchase order form, click OK button. The “RMA number is not filled in” error message will be shown. The RMA number is typically received from the vendor.
The “Quantity of returned items orders must be negative” or an error message will be shown – validation.
You can create lines manually or with the help of the Functions > Create credit note button.
In Microsoft Dynamics AX, a vendor return is a purchase order with negative quantity. The sales flow is used for the returned items (i.e. the returned items are sold from the warehouse).
By default, the payment to vendor is decreased automatically (because of the settlement, the amount for the returned items is excluded).
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The reference lot id can be seen in several places
click on the item transaction window – locate the returned order and click the General tab to see that the reference lot # is the same as the one on the returned order and the PO.
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