Setup Purchase Order Credit Note using Advance Warehouse Management

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Posted on by Zeeshan.Rahim

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Hi,

Please guide setups and configurations required to manage Purchase order credit note/Purchase Return using mobile device. I have already setup Purchase order process in advance warehouse but not able to find any option for PO Credit Note in location directives, work templates and mobile device menu items. Your valuable suggestions are highly appreciated.

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Rahul Mohta 21,032 on at

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it would be using the same PO work template and location directive

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jannawangD365 on at

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Hi Zeeshan,

Do you mean PO return from WMS mobile device?

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Zeeshan.Rahim 151 on at

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Hi Jannawang,

Yes, exactly.

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Zeeshan.Rahim 151 on at

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Hi Rahul,

Thank you for your suggestion. Can you please also advice which mobile device menu item should use, I am currently using ''Purchase order line receiving and put away'' work for purchase order. I try to use same menu item for PO return but it says product cannot received.

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jannawangD365 on at

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Hi Zeeshan,

As far as I know, the standard functionality doesn't support purchase return via mobile device.

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Zeeshan.Rahim 151 on at

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Hi Jannawang,
As per Microsoft resource, we can return purchase order (see below screenshot) using mobile device. However, I am not able to find setups required to achieve this.

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CU21011815-0 1,943 on at

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I agree with the other posters here that this scenario isn't supported in the advanced warehouse. mobile app.

As a process I would move the inventory (using the app) to a vendor return location and then create the vendor return using that location.

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Zeeshan.Rahim 151 on at

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Hi Scott,

I just go through DLP and it is mention that we can create PO returns with the mobile device but there is no details given to setup this. Please go through this, we may able to do this and it can be very useful for the whole community.

https://mbspartner.microsoft.com/D365/CourseModules/1683

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jannawangD365 on at

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Hi Zeeshan

the content you found is kind of confusing. I already confirmed with product team and they will modify the content. To confirm with you, currently, the purchase return is not supported by WMS mobile device.

I would recommend you to submit this request in the below idea portal. Product team may consider to add this functionality in the VNext.

https://experience.dynamics.com/ideas/

Thank again for your suggestions and contributions to D365, which help us to improve.

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jannawangD365 on at

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Hi Zeeshan,

Do you have more questions, if not, could you please mark the current thread as Answered? Thanks.

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