Reurn orders process

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Posted on by Community Member

Dears,

I would like to know what is the difference between registering return orders from the menu Sales and marketing/Common/Sales orders/All sales orders by creating a new credit note and searching for the original order as displaying in the sceern below and by creating a new return order from the menu Sales and marketing /Common/Return orders/All return orders?

Thank you,

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Mahmoud Hakim 17,887 on at

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RE: Reurn orders process

return order with new sales id but credit note for the same sales id

credit note will reverse invoices with all details like charges and discounts but return order you need to do that manually

in return order you mark it by sales order if you need but credit note marked automatically ..etc

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RE: Reurn orders process

Thank you Mahmoud for your reply.

We worked with Return orders and we were able to reverse the original order with charges and discounts.

I posted the question to know the best practice and to know the impact of both of them.

Thank you

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Mahmoud Hakim 17,887 on at

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RE: Reurn orders process

the best practice differs from one to one based on the business case, but I suggest to use credit note decrease the time for data entry.

taking in consideration, to activate credit note functionality, you must set safety invoiced order in AR parameters to none

so, if your business not affected by editing invoiced orders, you can you use credit note

else, you can use return order

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Ludwig Reinhard Microsoft Employee on at

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RE: Reurn orders process

Hi Yassine.khol,

From my perspective the use of return orders is preferable over using credit notes. That is mainly because of process and analysis purposes.

One thing to consider is that the people processing return orders are probably different from the ones processing sales orders and might have different user and access rights.

The other thing is that you might want to analyze your return orders separately later on. If you use the same sales order form, how can you differentiate them if you do not make use of the return order type?

Best regards,

Ludwig

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Community Member on at

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RE: Reurn orders process

Exactly Mahmoud, using credit note decrease the time for data entry, that is why we switch to this method.

Thank you,

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RE: Reurn orders process

Thank you Ludwig for your reply.

Definetly agreed, this is what happened, when we switch to use credit note instead of return orders people who analyse sales could not differentiate them in all sales order screen.

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guk1964 10,888 on at

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RE: Reurn orders process

The stores staff need a consistent process -returns can be made for many reasons e.g. mistakes in items/customer/date/address or a customer might change his mind about an order but you may not agree and not want to give credit, or to only give partial credit, or it may be returnec out of date/damaged etc. . So be careful about generating auto credit.

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