web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Inventory Return Shipp...
Microsoft Dynamics NAV (Archived)

Inventory Return Shipped Not Invoiced

(0) ShareShare
ReportReport
Posted on by gshields 95

Our company recently upgraded to Navision 5.0 and began using the Return Order function to return inventory to vendors (damaged, expired, etc).  This transaction places the returned inventory in the "Shipped Not Invoiced" column on our Inventory to G/L Reconciliation Report.  We are now receiving credit memos back from vendors for the returned inventory, but we don't know how to process the credits properly to clear the balance from the "Shipped not Invoiced" column in the Inventory to G/L Reconciliation report.  Does anyone have instructions/NAV documentation on how to process credit memos for returned inventory properly?

*This post is locked for comments

I have the same question (0)
  • Alex Chow Profile Picture
    Alex Chow 4,481 on at
    RE: Inventory Return Shipped Not Invoiced

    Sorry, I mean go to the Return Order that was SHIPPED and click on Post --> Post Invoice.

  • Suggested answer
    Alex Chow Profile Picture
    Alex Chow 4,481 on at
    RE: Inventory Return Shipped Not Invoiced

    Just go to the Return Order that was received and click on Post --> Post Invoice.

  • Suggested answer
    nhall68509 Profile Picture
    nhall68509 15 on at
    RE: Inventory Return Shipped Not Invoiced

    You should process the credit note on the system, named  the "get receipts" function, this will pull through the returns to the credit note and clear down the shipped not invoiced report. dependant on you settings I would run adjust cost to item entries at the end of the process

  • Mike Stallmann Profile Picture
    Mike Stallmann on at
    RE: Inventory Return Shipped Not Invoiced

    If inventory is showing up as Shipped and Not invoiced, then the original transaction has only been shipped.  You will need to go back to the original return order, update the $ amounts on the inventory shipped (to reflect your Vendors credit amounts) and then post the credit memo.  

    Essentially, you have only completed half of the transaction, the shipping.  The Crediting/Invoicing still needs to occur on the original return order.  I don't have any documentation that I can send you, because MS controls this material.  But if you check with your Navision provider, they should be able to provide standard NAV documents.  Ask them for the NAV 5.0 Trade manual.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics NAV (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans