What is the difference between Credit Note and Return Order in AX 2012

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What is the difference between Credit Note and Return Order in AX 2012. I want to return a sales order so which should i use to return the items of the particular order.

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Ludwig Reinhard Microsoft Employee on at

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Hi Mallesh Kumar,

The 'invoice document' that you generate when you post the invoice for a return order is called credit note.

Processing customer returns can be realized by a return order especially if you need to put the items back into stock.

If you do not need to record item related transactions then you can make use of free text invoices, which only create the financial credit note transaction.

Hope this answers your question.

Best regards,

Ludwig

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Hi Ludwig Reinhard

Thanks for your reply.Could please explain me in detail. I understood but could explain me with some example.

I am sincerely waiting for your reply

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Ludwig Reinhard Microsoft Employee on at

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Hi,

You can find a detailed example with some screenprints here

stoneridgesoftware.com/creating-a-return-order-in-dynamics-ax-2012

Best regards,

Ludwig

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Hi Ludwig

I understood above process.Now how credit to the customer is happens. Could you explain how credit to customer happens

Thanks in advance

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Ludwig Reinhard Microsoft Employee on at

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Hi Mallesh Kumar,

If you post the invoice (credit note) for your customer, his account balance is reduced and the next time he pays you then he can deduct the credit note amount.

If you do not have any other transactions with this customer, you need to link it to a vendor account, tranfer the credit balance there and then include the linked vendor account in the ordinary vendor payment run.

Best regards,

Ludwig

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Community Member on at

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Could you please explain me with screenshots.and where i can able to see customer balance

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Somebody alread did that and provided a lot of screenprints :-)

shafeaa.blogspot.de/.../ax-2012-reimburse-customers.html

Best regards,

Ludwig

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subashini 858 on at

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Thank you Ludwig.

It helps me also.

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subashini 858 on at

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Hi Ludwig,

Here you mentioned that invoice document that we generate when we post the invoice for a return order is called credit note. But same thing we can do for the Direct credit note functionality. If that is the situation what is the use of return order functionality.

This is asked by one of my clients.

Thanks inadvance

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Ludwig Reinhard Microsoft Employee on at

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Hi subashini bonkuri,

I am not fully clear with your question. Can you provide more details on what you mean exactly by direct credit note functionality? Ideally in a new thread because this is already an old and different one.

Many thanks and best regards,

Ludwig

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